EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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All that Glitters Is Not Gold, Stocks Not to Hold (For Now) - Part I
Bottom up Research can at times be like fishing in muddy waters, screens and themes being analysts' fishing nets. Often what is caught isn't worth...
664 Views
Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms
Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...
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Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"
At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...
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Cable TV Digitisation in India: Growth of Broadband Users Unlikely to Lead to Cord-Cutting of DTH
Executive summaryDigitisation of cable in India has disrupted the traditional analogue cable industry and has catapulted DTH (direct-to-home)...
332 Views