Raymond Lifestyle: A Value Play in Ethnic Wear with Special Situation Potential
Raymond Lifestyle demerged from Raymond Limited, correction due to Index Fund selling created special value bet with strong management guidance...
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Shipping Corporation of India Land & Assets Ltd.: Demerger and a Value Bet
Important Update on Shipping Corporation of India Land and Assets is out of the T2T segment and the circuit limit has been revised to 20% which...
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Screening the Silk Road: Q1 2021 High Risk Names to Avoid
As in the previous few quarters, we are on the watch for the risk of deteriorating credit metrics, but in particular during H1 2021. 25 stocks...
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Market Insights with Eurasia Group - US-China Phase 1 deal a limited truce rather than peace
The recent conclusion of a US-China “Phase 1” trade deal signals a limited truce that will likely last through the US...
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India - Stake Sale Candidate Shortlist
The Government of India has already blown through the estimated full year fiscal deficit in the first seven months of the financial year due to...
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