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Nmdc Ltd (NMDC IN)
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Materials
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India
NMDC Limited explores for minerals. The Company is exploring for iron ore, copper, rock phosphate, lime stone, dolomite, gypsum, bentonite, magnesite, diamond, tin, tungsten, graphite, and beach sands.
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bullish
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MSCI Emerging Markets Index
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21 Dec 2019 06:18
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
Vermilion Research
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757 Views
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bearish
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Thematic (Sector/Industry)
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12 Sep 2018 17:55
India: Share Buyback Could Be Positive for PSUs, but It Will Only Be a Temporary Relief
In a change of strategy from the Central Government on how to raise money through PSUs, there is an increased possibility that buybacks could...
Pankaj Sharma
449 Views
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bearish
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Thematic (Sector/Industry)
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31 Aug 2018 00:13
Disinvestment Is Major Risk for PSUs in Pre-Election Year: Negative For Coal India, NTPC and BHEL
It is a norm that in a pre-election year, the democratically elected Governments become much more populist in their decisions and spend a lot more...
Pankaj Sharma
393 Views
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bearish
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Thematic (Sector/Industry)
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14 Mar 2017 14:18
Investors Need To Be Patient With Reform Momentum Even As Modi Win Ensures Policy Continuity
Expectations on economic reforms from Modi government are running high after the big win in Uttar Pradesh. Political analysts are expecting this...
Asia Advisors
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1.2k Views
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bullish
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Thematic (Sector/Industry)
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11 Mar 2017 19:31
Landslide Win for Modi in UP Elections;Upper House No.s to Cross 100 Mark by 2018, a +ve for Reforms
Ruling party BJP has won a landslide victory in the largest state of Uttar Pradesh (UP) thereby putting to rest any doubts over the adverse impact...
Asia Advisors
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241 Views
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