Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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India Internet & Consumer Weekly | Bigbasket, Samsung, Whatsapp Pay, India's AC Ban
Tata Group joins the e-commerce race eyeing a stake on BABA backed Bigbasket, India helps Samsung regain its global spot, WhatsApp Pay expected to...
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Havells India (HAVL IN) | The Lost Summer
FY21 is going to be a challenging year for Havells. With the loss of summer season, lower demand, and lack of activity in the industrial business...
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Havells India (HAVL IN) | Lost Ground Unlikely to Be Recovered; Underperformance to Continue
In spite of trading at a lower average forward P/E multiple both on a 1 Year (1Y) and 3 Years (3Y) basis, we expect the underperformance of Havells...
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The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
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