Bajaj Finance: Earnings Pick-Up on the Cards
We revise our rating to HOLD from SELL with a revised target price of Rs 7,500. Bajaj Finance (BAF) delivered better than expected performance in...
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FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
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India Channel Insight | Reliance Digital, Tata Croma (Electronics Retailers)
We spoke to the store manager of Reliance Digital, Tata Croma, to understand the current operating environment and consumer sentiment especially...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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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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