EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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Sector Capsule: Breakfast Cereals in India
Breakfast cereals value sales rise by 20% in current terms in 2017 to reach INR24.5 billion Flavoured breakfast cereals are becoming popular among...
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Kaya Ltd: Its Beauty Lies in the Risk-Appetite of the Investor
Kaya Ltd is a leading chain of 126 Cosmetic Dermatology clinics in India and the Middle East. Its journey began in 2003 with Mr. Harsh Mariwala...
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India: All Things Bearish
What doesn't look goodIs it a temporary phenomenon?Housing credit growth slowing even before demonetizationNoRERA slowing down real estate...
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Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan (Last 2 Weeks)
We continue to track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
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