Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
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Asian Paints Ltd: Coloured by Volumes
Decorative business recorded 106% YoY volume growth and led to revenue growth of 91% YoY on a low base of Q1FY21. Pent-up demand from metros, Tier...
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Stronger than expected recovery; demand outlook healthy
Despite sales being significantly affected in May'21 due to the nationwide lockdown, sales were able to rebound sharply in Jun'21, abetted by...
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HSIE Results Daily: Asian Paints, Jubilant FoodWorks, Supreme Industries, ICICI Securities
Supreme Industries: We maintain our ADD rating on Supreme Industries (SIL), keeping the target price unchanged at INR 2,320/share (SOTP based). In...
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Zomato IPO Trading - Ample Demand for Unique Exposure
Zomato (ZOM IN) raised US$1.3bn in its India IPO, making it the the largest listing in India from the technology sector.
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