Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
198 Views
Divi's Labs: Peak Margins, Peak Valuation and Maturing Growth Profile - Juice Is No More
Divi's is a dominant global API manufacturer but is priced to perfection. With margins and valuations at peak and growth profile maturing, upside...
256 Views
Sensex Index Rebalance Preview: Take Profit on Strong Outperformance
With the review period for the Sensex almost complete, we still see DRRD as a high probability inclusion and ONGC as a deletion. With DRRD...
327 Views
India: Confidence Returns Among EM Active Managers
Global EM managers strengthen India exposure during the recent market turbulence. Ownership increases across Energy and Consumer Discretionary,...
235 Views
Sensex Index Rebalance Preview: Early Look Sees One Change, Maybe Two
The S&P BSE Sensex is the flagship index of the Bombay Stock Exchange (BSE). The index has 30 stocks and is a free float weighted market cap...
667 Views