Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
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India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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The Tail Wags the Dog Redux
Last evening, the National Stock Exchange of India (NSE) published a list of nine stocks that would be excluded from the Futures and Options...
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India - Stake Sale or Delisting?
In Friday's Union Budget presentation, the Finance Minister proposed increasing the Minimum Public Shareholding (MPS) in listed companies from 25%...
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Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"
At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...
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