India - From Down and Under
We were in India recently on a country research visit to talk to our contacts. The two questions on our mind (and we hope also Indian investors) ...
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Asian Resilience - Lies In Its Structural Strength
The recent data flow out of Asia has been weak whether it be Chinese industrial output, fixed investment or retail sales, Hong Kong tourist...
429 Views
Bharat 22 ETF - Tighter Arb as Government Squeezes Discount
The next tranche of the Bharat 22 ETF will be launched from October 3 - 4 for a base size of INR 2,000 crore (~US$281m) with an option to exercise...
503 Views
Bharat 22 ETF - Update on Government Disinvestment & Impact
It was reported last evening that the Government of India is likely to sell the SUUTI (Specified Undertaking of the Unit Trust of India) stake in...
463 Views
The CPSE ETF Arb Is Back, but Tighter!
The Central Public Sector Enterprises Exchange Traded Fund (CPSE ETF) is a passive fund that was created to help the Government of India divest...
802 Views