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...
383 Views
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...
439 Views
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...
530 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...
420 Views
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...
626 Views