Vodafone Idea Needs a 55% Price Increase to Return to Viability
Underlying profitability continues to deteriorate at Vodafone Idea (IDEA IN) (IDEA). Chris Hoare has updated his liquidity analysis, and estimates...
577 Views
Weekly Oil Views: Crude Eyes Tightening Supply but in the Shadow of Gloom
Crude has been gradually reconnecting with its supply-demand fundamentals, and the impact of highly disciplined OPEC cuts just two months into the...
154 Views
Weekly Oil Views: Crude Rises to 3-Month High but Further Upside May Be Limited
Another week of US-China negotiations and another big boost to market sentiment. Stock markets as well as crude rallied last week on the back of...
378 Views
Weekly Oil Views: Crude Rallies on US-China Deal Optimism, Tightening Supply
There was no deal out of Beijing on Friday, but the markets appeared overjoyed at the news that the US and China had decided to continue their...
438 Views
Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
744 Views