India: Stock Reclassification & Active Portfolio Management
There are a lot of segment changes expected in July when AMFI recategorizes stocks and mutual funds start to rebalance their portfolios. We...
303 Views
POWERGRID InvIT Pre-IPO - Always Going to Be Tricky with a Declining Yield
POWERGRID Infrastructure Invt Trust aims to raise around US$1bn in its India IPO. PGIT is an investment trust setup to own transmission assets of...
584 Views
Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
288 Views
India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
507 Views
BPCL - Thoughts on the Potential Government Stake Sale
Bharat Petroleum Corp (BPCL IN) is engaged in the business of refining crude oil and marketing of petroleum products. It is India's second largest...
410 Views