India: Where Are We Now? A GEM Manager Perspective
As the NIFTY index approaches new highs this week, we thought it useful to provide a thorough breakdown of India positioning among global emerging...
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Reliance Industries Limited Corporate Restructuring Continues with Reliance Jio
Reliance Industries Limited reported on 25th October 2019 that they intend to set up a wholly-owned subsidiary (WOS) to run its Digital Services...
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RIL Fully Priced, No Near -Term Catalysts to Sustain Rally
The recent rally in RIL’s shares was partly due to definitive valuation of its Oils to Chemical (O2C) business, when it entered into an agreement...
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The Biscuit Economy - Key Takeaways from Britannia & Parle Distributor Interactions
In this insight, we present our key takeaways from interactions with distributors and wholesale retailers of Britannia Industries (BRIT IN) , Parle...
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India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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