India: News Flow Is Turning Even More Negative for Autos but Stocks Doing Well, What's Going On?
The news flow for Indian Auto Industry is turning from bad to worse over previous few weeks as there have been multiple reports highlighting poor...
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Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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Sector Capcule: India Tyre Sector
In this note, we have reviewed the 9m-FY18 performance of the listed players in the Indian Tyre Sector.Note - This review will be followed on with...
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MRF Set to Cement Leadership As Peers Strained By Capacity Constraints & High Debt Levels
Company OverviewMrf Ltd (MRF IN) traces its origin to a shack in Madras, India where it began as a manufacturer of rubber balloons in the 1940s. A...
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Truck Radialisation in India Gets a Boost From New Regulations & Improving Road Infra
Ever since Michelin first commercialized radial technology in the 1940s, it has been adopted as the standard design for all automobile tyres in...
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