NIFTY CPSE Index Review - HUGE Impact & Possibly an Upcoming FFO
Last evening, the Index Maintenance Sub-Committee of NSE Indices Limited decided to make some changes to the NIFTY CPSE index. Indian Oil Corp...
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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...
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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...
453 Views
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...
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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...
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