Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
748 Views
Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
542 Views
Mrs. Bectors Food Specialities Pre-IPO Quick Take - Sales for Its Main Segment Have Been Stagnant
Mrs Bectors Food Specialities (814506Z IN) (BFS) plans to raise around US$100m+ in its India IPO via a sell-down of secondary shares. As per...
714 Views
Anmol Industries Pre-IPO Quick Take - No Growth, Generous Payments to Founders
Anmol Industries (ANMOL IN) plans to raise US$100m+ in its India IPO via a sell-down of secondary shares. As per Frost & Sullivan, Anmol is the...
806 Views
Hindustan And GSK In The Pursuit of Happiness
On December 3rd, the boards of both Hindustan Unilever (HUVR IN) ("HUL") and Glaxosmithkline Consumer Healthcare (SKB IN) ("GSKCH") approved a...
419 Views