India: AMFI Stock Categorization Changes to Drive Active Portfolio Churn
The reclassification of stocks to large, mid and small cap will set off a churn in mutual fund portfolios where historically stocks migrating...
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Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
476 Views
India: Has 'UDAY' Failed to Revive Power Sector and Why State Govt DISCOMs Aren't Easy to Reform?
At the time of its launch more than three years ago, UDAY (Ujwal DISCOM Assurance Yojana) was envisaged as the solution for distress in Indian...
529 Views
India: Major Overhaul of Electricity Act 2003 - Game Changer Legislation for the Entire Value Chain
Depending on how you look at it, Electricity Act of 2003 was responsible for phenomenal growth of Indian power sector over previous fifteen years...
451 Views
India Power Sector: Regulator Will Tweak Tariff Norms from April 2019 - Potential Winners and Losers
The Regulator, CERC sets new tariff norms after five yearsThe Power Sector Regulator, Central Electricity Regulatory Commission (CERC) will start...
140 Views