How an Emerging Market Slowdown Will Impact Delhi's and Mumbai's Luxury Goods Market
With real GDP surging by 6.8%, India was one of the fastest growing economies globally, even exceeding the 6.7% posted by China. Its mega-cities of...
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India's Consumer Appliances Industry Gets a Boost in 2016
Volume and value sales of consumer appliances in India increased strongly in 2016. The fact that monsoon conditions were better in 2016 [and that...
198 Views
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...
571 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...
315 Views