Tata Motors - DVR Deep Discount Vs ADR Small Premium
The Tata Motors Ltd A Dvr (TTMT/A IN) Differential Voting Rights (DVR) are trading at a huge discount of around 54% to the Tata Motors Ltd (TTMT...
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TSLA China Update: June Import and Registration Data
In June, China Customs cleared 6,039 imported Tesla, of which 1,361 cars arrived last month and 4,678 cars arrived in April, but clearance was...
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Tata Motors: Down But Not Out
The Downgrades Moody’s downgraded Tata Motors Ltd (TTMT IN) (TM)'s senior unsecured debt rating on 20-June to Ba3 from Ba2 on weakening...
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TSLA China Update: April Import and Registration Data
In April, only 94 Tesla Motors (TSLA US) cars were imported and 2,658 were registered in China. The average selling price for the April imported...
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Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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