Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities
The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization....
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Demonetisation: Update From the South
On my second trip to India after demonetisation I expected to undergo the same hardship as my earlier trip in December. The only consolation was...
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Still Too Many Stale Bulls on India, as Structural Risks Deepen - 11th Jan 2017
The value vs. momentum factor divergence was 17 percentage points in EM last year - India as a highly-rated, defensive market was always likely to...
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Event Update: Grasim/AB Nuvo Merger
We wrote a report on the Grasim and AB Nuvo merger on 27th September 2016 where we stated that post the correction in the price of the two...
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Grasim Industries & Aditya Birla Nuvo: Marginal Positive Post Correction on Merger Announcement.
IntroductionThe AV Birla Group run by Kumar Mangalam operates multiple businesses across various industries and geographies. The group recently...
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