BBSP Equity Asia Weekly Research 10 August 2017
Long Term Allocation (Strategic view) in terms of Relative Value (vs MXAP) and in USD terms.• NIKKEI/MXAP: Long term outperformance still...
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The GST Saga - First, Cigarettes and Now Autos. Which Is Worse -Bad or Inconsistent Policies? Part 2
In our insight published a couple of weeks ago, we have talked about how the Central Govt's decision to suddenly change the GST (Goods and Services...
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On Why Maruti Suzuki Is an Even Better Bet in the Post GST Times?
If Indian passenger car price changes are any indication, Indian consumers now have reasons to cheer, post the implementation of Goods and...
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Tesla and Its Coming Struggle to Survive
Tesla's stock price has risen by 117% to all-time highs in the past six months, with a current market cap of $58bn making it the world’s fourth...
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Tata Motors Reports Fiscal 2017, Improving but Hit by Currency; FVE Unchanged
Narrow-moat-rated Tata Motors, India's largest commercial truck producer and owner of the Jaguar and Land Rover luxury brands, reported fiscal 2017...
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