2021 High Conviction | Cholamandalam Investment: A High Quality Play on CV Cycle Recovery in India
Chola is a high quality franchise with a leading presence in the CV segment. As the CV cycle recovers in India, Chola has potential to deliver 50%+...
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India ECM 2020 Mid-Year Review - A Year of Secondary and Rights Issues
Its been a quiet year for listings for most of Asia-Pacific with only Hong Kong being a more recent exception. To say that its been a quite year...
432 Views
Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
318 Views
Indian NBFCs - Equity Opportunities: Pessimism Bottoming Out, Time to Accumulate
India’s Non-Banking Financial Corporation (NBFC) liquidity crisis needs no introduction. Post the default of AAA rated IL&FS in Sep 2018 and...
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Cholamandalm: 2Q Strong Growth, Moderation Ahead
While Chola issued appropriately conservative 3Q19 guidance, 2Q19 results should be enough to keep investors involved in the stock. Earnings grew...
445 Views