India: Stock Reclassification & Active Portfolio Management
There are a lot of segment changes expected in July when AMFI recategorizes stocks and mutual funds start to rebalance their portfolios. We...
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India: AMFI Stock Categorization Changes to Drive Active Portfolio Churn
The reclassification of stocks to large, mid and small cap will set off a churn in mutual fund portfolios where historically stocks migrating...
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India Small Caps: Position for Outperformance Vs Large & Mid Caps
Late Friday evening, the Securities and Exchange Board of Indian
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EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
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Granules - 2QFY19- Better than Expected Performance, Raising Estimates
Granules India (GRAN IN) reported 2QFY19 Revenues better than our estimates. Adjusted EBITDA was Rs 1,056 mn, higher than our estimates of Rs 873...
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