ITC vs HUVR: transitioning from tobacco, ESG angles, shifting profitability
ITC Ltd is a leading consumer goods company in India with a market cap of around $42bn. The company predominantly operated in the tobacco industry....
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India: Where Are We Now? A GEM Manager Perspective
As the NIFTY index approaches new highs this week, we thought it useful to provide a thorough breakdown of India positioning among global emerging...
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Global Equity Strategy: Squarely in the Neutral Camp
At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels,...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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Nifty 50 Index Review - Tearing up the Rulebook
Last evening, the Index Maintenance Sub-Committee (IMSC) of NSE Indices Limited made changes to the Nifty 50 Index, including Nestle India (NEST...
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