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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AGS Transact Technologies IPO - High on Cash but Low on Profit
Ags Transact Technologies (ATT IN) (ATT) plans to raise around US$150m via selling a mix of primary and secondary shares in India. ATT is one of...
566 Views
HDFC Bank: Growing Customers, Shrinking CASA?
HDFC Bank’s low-cost liabilities strategy of focusing on huge numbers of new client acquisitions in the semi-urban and rural centres may be getting...
455 Views
Global Equity Strategy U.S. Fed Cut, Now What?
With further consolidation likely for the broad indexes, we want to stick with areas of the market that have shown an ability to outperform despite...
429 Views
Why Is Sell-Side So Afraid of Mentioning the RBI’s Confidential Reports on India’s Top Banks?
Problem: You are a leading sell-side analyst. What do you do when confronted with valuable, authoritative, and hitherto confidential information...
494 Views