AMFI Stock Reclassification Preview (Dec 2023): MidCap to LargeCap Migrations Outperforming
We see 41 stocks migrating between different market cap segments in Jan. A lot of stocks will have passive flows from NIFTY, NIFTYJR and global...
454 Views
Quiddity Leaderboard BSE/SENSEX Dec 23: Bandhan Bank Could Underperform State Bank
The BSE SENSEX and BSE 100 index changes for Dec 23 could be announced in a few days. This might be good time to revisit Quiddity's final...
784 Views
AMFI Stock Reclassification Preview (Dec 2023): HUGE Outperformance as Active and Passive Meet
We see 43 stocks migrating between different market cap segments in Jan. A lot of stocks will have passive flows from NIFTY, NIFTYJR and global...
399 Views
Consumer Durables - Likely Similar Print, Festive Season Delays to Impact
The sector has seen various challenges over the last few quarters due to (1) unseasonal rains in peak summer months; (2) weak consumer sentiment,...
341 Views
Consumer Durables: Unchanged demand trend, margin likely bottoming out
With Q2 being one of the weakest quarters for the industry, neither is there any real sequential improvement seen in B2C demand environment, nor...
321 Views