BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
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India Auto Fuel Pricing Reforms Likely to Be Rolled Back
Pump prices of gasoline and diesel in India reached lifetime highs recently. With government facing crucial state and central elections over the...
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Walmart's Takeover of Flipkart Could Heat up India's Retail and Political Scene
Wal Mart Stores Inc (WMT US) announced the widely expected acquisition of majority stake in Flipkart, India's leading online retailer, yesterday....
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Bharti Airtel's Resilience Shows as Its Other Businesses (Non-Telco India & Africa) Perform Well.
Into the 4Q18 (March YE) results, some analysts were concerned that Bharti Airtel (BHARTI IN) could report a quarterly loss as the ongoing...
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