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...
275 Views
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...
471 Views
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...
583 Views