Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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Breaking the Bank: Proposed Changes To the Indian IPO Process
The Securities and Exchange Board of India (SEBI), on May 04, 2018 issued a consultation paper asking for public comments on proposed changes to...
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2017 Smartkarma ECM Results Round-Up
In this insight, we break down the ECM team's calls and returns for 2017 to give readers a sense of how we have performed. You can find the the...
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D-Mart, The Ten Year Old Story of India's Biggest Ever IPO and Indian Markets Today
D-Mart has doubled since its listing six months agoAvenue Supermarts Ltd (DMART IN) which runs D-Mart supermarkets in India was an expensive IPO....
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