Decoding Credit Cycles: BRICS and New Entrants in Focus
Since its establishment in 2009, the BRICS consortium, comprising Brazil, Russia, India, China, and South Africa, has evolved into a formidable...
8 Views
Narrative and Numbers | Sula Vineyards (SULA IN) | FY23
Sula Vineyards: Attractive focus on premiumization & market leadership, but concerns over working capital, resignations & valuations.
232 Views
HDFC AMC Placement - It's a Cleanup but the Momentum Is Very Weak
Aberdeen Asset Management (ADN LN) plans to raise around US$500m via selling its remaining 10% stake in HDFC Asset Management Co Ltd (HDFCAMC IN).
417 Views
India: Net Exports and Investment to Ensure 7%+ RGDP Growth as PSBR Moderates
RGDP grew 7.2%YoY in FY23, led by 10.4% GFCF growth GFCF and 7.5% PCE growth. In FY24, improving terms of trade will boost domestic demand, while a...
517 Views
Postcard from HK <> SG | "The Frog in the Well"
Engaged in valuable interactions with analysts and portfolio managers with an objective to understand views on India & grasp regional markets.
2.3k Views