Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
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India's Bad Debts Are a Festering Sore
If India's demonetisation decision in November 2016 (see Insight, India’s Demonetisation – The Road to Hell) was ill-advised, then the failure to...
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BSE Limited (BSE IN) - Tender Offer Buyback and Great Long-Term Buying Opportunity
In early May this year, the operator of the Bombay Stock Exchange (BSE IN) announced a buyback of shares via tender offer method to take place...
555 Views
The Reserve Bank of India (RBI): A Compliant Central Bank
After the Reserve Bank of India (RBI) surprised markets earlier this month by cutting repo and reverse repo rates by 35 basis points 10 basis...
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India's Data: An Enigma
Grappling with the Indian economy is akin to solving a puzzle of gargantuan proportions, like three blind men describing an elephant each with...
632 Views