EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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India: After L&T, Thermax Has Also Reported Good Order Inflow; Is It the Message of Growth Revival?
Thermax Ltd (TMX IN) reported decent 3Q resultsFor Q3FY18, Thermax Ltd (TMX IN) reported decent numbers on key parameters. The results came after...
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India: Is L&T's Robust Order Flow in 3Q Sign of Broad Economic Recovery?
Larsen & Toubro Ltd (LT IN) reported bumper order inflow in 3QThe 3Q and 9M FY18 results of India's largest EPC company, Larsen & Toubro...
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L&T 3Q FY18: Bumper Order Inflow Is the Highlight of a Good Quarter, But Is It Already in the Price?
The 3Q and 9M FY18 results of India's largest EPC company, Larsen & Toubro Ltd (LT IN) confirms that there is pick up in activity and the...
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Larsen & Toubro: Could 3Q Disappoint the Markets, "Five Things to Watch Out For" In L&T Results
Larsen & Toubro Ltd (LT IN) will report 3Q FY18 results todayIndia's largest EPC company, Larsen & Toubro (L&T) will report its 3Q...
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