Bharat 22 ETF Arb - Multiple Trades in One Offering
The S&P BSE Bharat 22 Index comprises companies from the universe of Central Public Sector Enterprises (CPSE), companies with stakes held under...
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India - NIFTY CPSE Index Review
Last evening, the Index Maintenance Sub-Committee of NSE Indices Limited decided to make some changes to the NIFTY CPSE index. Rural...
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Tisco – A Bright Bank in a Dim Rate World
The Fed’s comments may be a surprise to many, but we hope not to our readers. Granular US bank data has indicated for some time, that rising rates...
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India: Big Shortfall in Tax Collections, but Fiscal Deficit Likely to Be Contained
Tax revenues in India are running sharply lower than budget estimate. At current run rate, tax revenues would miss the budget estimate by almost...
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EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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