India - Deepening Gloom
The Indian economy is in deep downturn. Growth is likely to slow further in 3Q19. The corporate profit cycle is under pressure, meaning a private...
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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) ...
346 Views
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...
441 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...
508 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...
472 Views