Apollo Hospital Enterprise Limited: From Sunshine To Shades
From being a knight in shining armour at the forefront of corporate-managed private hospital services in India, Apollo Hospitals Enterprise (APHS...
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Silent Alarm: Promoters Flock To Pledge Shares
In 2009, when Satyam Computers case unraveled it was revealed that a large portion of promoter shares were pledged with lenders and a substantial...
662 Views
EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
1k Views
Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
839 Views
Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
570 Views