India: Where Are We Now? A GEM Manager Perspective
As the NIFTY index approaches new highs this week, we thought it useful to provide a thorough breakdown of India positioning among global emerging...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
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HDFC Bank: Growing Customers, Shrinking CASA?
HDFC Bank’s low-cost liabilities strategy of focusing on huge numbers of new client acquisitions in the semi-urban and rural centres may be getting...
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ASK Investment Managers Pre-IPO - Riding on a Wave of Wealth
Ask Investment Managers (ASKIM IN) plans to raise around US$250m in its India IPO. The company is one of the largest portfolio management services...
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