Infosys - A Buyers Perspective Post Whistle Blowing
A rather 'intriguingly' written whistleblower letter has forced markets to reassess governance at Infosys once again.The biggest tangible risk at...
461 Views
INFOSYS Whistleblower Report - Too Early To Dip One's Toes In The Water
On the 21st of October, Infosys Ltd (INFO IN) announced one board member had received two anonymous whistleblower reports from a group of employees...
618 Views
Last Week in Event SPACE: Naspers/Prosus, Bellamy, Unizo, LSE/HKEx, Bitauto, China Biologic, Artgo
Last Week in Event SPACE ... The combination of Prosus (PRX NA) and Naspers (NPN SJ) is now below its pre-spin off level, with a look-through...
437 Views
Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
486 Views
India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
459 Views