Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities
The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization....
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Pre-Budget: Marginal Room for Stimulus
On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure...
581 Views
Toyo Tire & Rubber: Time for Harvest
Increase the weight in Asia Pacific model portfolio from 1.0% to 3.7% We increased the weight of Toyo Tire & Rubber Co Ltd (5105 JP) in our...
322 Views
Could India Be Gaming's Next Big Expansion Move?
An estimated $10 billion underserved market in India according to new research.Wth Japan gaming now approved, new light in on the potential of...
602 Views
'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!
"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for...
243 Views