Jio Aggression Sets the Cat Amongst the Pigeons
Jio’s 100 million subscribers may be only a month away from the expiration of their free services, but the company seems to be playing its cards...
174 Views
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
285 Views
DFRS LPG Shipping Outlook 2017 - Recovery from Oversold Levels, but Not Out of Woods Yet
DFRS LPG Shipping Outlook 2017 -Recovery from oversold levels, but not out of woods yet We reiterate our Neutral view on the LPG shipping and...
229 Views
Oil Cess - Squeezing the Economy
Historically, India’s net oil subsidy was a myth after factoring taxes on petroleum products. But in the last two years, as oil prices declined...
1.3k Views
DFRS LNG Shipping Outlook 2017 - Oversupply Will Weigh on What Fundamentally Is a Liquefaction Story
DFRS LNG Shipping Outlook 2017 - Tonnage Oversupply Will Continue to Weigh Despite new liquefaction capacity that will come online in 2017, the...
174 Views