India Channel Insight | Asian Paints, Ashok Leyland, Makemytrip, Stove Kraft
In this Insight, we present our takeaways from channel interactions that are focused on Asian Paints, Ashok Leyland, Makemytrip Ltd and Stove Kraft
288 Views
Q4FY21 Result Update - Operating leverage and mix to drive margins - BUY
MHCV market share improved to 28.9% in Q4FY21 (v/s 27.6% in Q4FY20). AL's Q4FY21 results beat our Revenue/EBITDA/Adj. PAT estimates by 8%/29%/66%...
185 Views
India Channel Insight | Chola, Shriram, Indusind - Borrower Health Update
In this Insight, we present our takeaways from interaction with transport operators, recovery agents and collection heads across Bihar, Utter...
180 Views
Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
273 Views
EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
416 Views