Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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India to See Further Acceleration Under Modi, but Opposition Remains a Hurdle
India to see further acceleration under Modi, but Opposition remains a hurdle Narendra Modi completes two years in power and with India posting...
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India: State Assembly Elections Modestly Boost Modi but at a High Cost
The recently concluded state assembly elections were closely watched to see if Modi could regain political momentum after significant defeats in...
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India: State Elections Help Bolster Modi's Agenda
The election results from 5 states where the BJP has traditionally been non-existent (Assam, West Bengal, Tamil Nadu, Kerala and the city of...
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India IPO Market – Batting Strong on a Good Pitch; Poised for a Long Innings!
The Indian IPO market has outperformed global peers and remains a silver-lining in an otherwise lackluster secondary market. The quality of...
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