The CPSE ETF Arb - Bigger Size, Slimmer Margins
The R* Shares CPSE ETF (CPSEBE IN) ETF is a passive fund that was created to help the Government of India divest some of its stake in selected...
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A Look at the CPSE ETF Ahead of a Potential Offering
The Central Public Sector Enterprises (CPSE) Exchange Traded Fund R* Shares CPSE ETF (CPSEBE IN) is a passive fund that was created to help the...
577 Views
India - Stake Sale Candidate Shortlist
The Government of India has already blown through the estimated full year fiscal deficit in the first seven months of the financial year due to...
408 Views
Global Indexes Are Consolidating, EM Is Breaking Down
We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving...
631 Views
Bharat Electronics Ltd. 2QFY19 Result – Positive Surprise, Unlikely to Repeat
Bharat Electronics (BHE IN) 2QFY19 financial performance was ahead of our estimates. Revenue grew by 37% to Rs 32,824 mn due to margin expansion....
432 Views