BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
103 Views
India Consumer Discretionary: On the Ground Signals of a Growth Slowdown
Consumer finance and durable makers allude to weak demand in 4QFY18In its recent meeting with analysts, Bajaj Finance Ltd (BAF IN) (BAF)- India’s...
150 Views
HDFC Bank Can Do No Wrong, Even When It Does Wrong
HDFC Bank Limited (HDFCB IN), the darling of foreign investors and the capital market, is beginning to lose its glittering sheen. The Reserve Bank...
625 Views
Axis Bank Results Leak: Round up the Usual Suspects -- Yet Again?
One has to hand it to Axis Bank Ltd (AXSB IN) for demonstrating such consistency. On December 27, the capital market regulator ordered the bank to...
437 Views
A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
204 Views