Kotak Mahindra Bank – Power Forward
Here’s The Deal: The Board of Directors approved an equity capital raise of up to 65 mn shares – which would imply an INR 73 bn capital raise....
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COVID-19 Economic Impact: Insights from India's Ex Central Bank Governor
CFA Society of India conducted a closed group webinar yesterday (Apr 12) with Duvvuri Subbarao, ex-Governor of RBI from Sep 2008 to Sep 2013. Mr....
310 Views
India - In a Bind
We are underweight India in our relative regional equity portfolio. Economic activity remains weak. The recent uptick in consumer price inflation...
336 Views
India: Abundant Green Shoots of Recovery, but FY20 Fiscal Math Remains Challenging
The FY2019/20 fiscal targets will be missed by wide margins, but strategic sales (BPCL, SCI, Concor) will occur early in the next fiscal year. Net...
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India: Costly Overweight Tests Investor Resolve
India dethroned as top GEM country overweight. Indian overweight dragged on Active fund performance in 2019 EM Value funds at record underweight,...
408 Views