Q3FY24 Consolidated Preview
Q3FY24 earnings season was marked by a) Strong domestic macroeconomic environment, b) Festival season c) Robust PMI manufacturing and Services
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Axis Top Picks - Jan 2024
We are proud to share that our Axis Top Picks basket delivered impressive returns of 38% in the last one year, beating the benchmark Nifty 50 index...
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Asian Autos: Increasing Exposure Reflects Rising Market Confidence
Improved sentiment in Asia Ex-Japan Autos sector as sustained increases in positioning from active funds continue through 2023.
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Axis Top Picks - Dec 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 31% in the last one year till 1st Dec’23, beating the...
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Tata Technologies IPO - Parent and Peer Rally Helps
Tata Technologies (TT) is looking to raise around US$370m in its upcoming India IPO. In this note, we talk about valuations.
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