The Story of GE and Indian Railways. Which Is Worse, Bad Policies or Inconsistent Polices - Part 4
This is Part 4 in a series which focuses on abrupt changes in government policies affecting the industries and Indian economy. In Part 1, we...
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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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Why Do Indian CEOs Never Ask Tough Questions to the Government - Part 2
In our previous insight on this subject (Why Indian CEOs Never Ask Tough Questions to the Government?), we had spoken about how the owners and CEOs...
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India: Amid All the Gloom, Are We Guilty of Ignoring the Good News? The Five Data Points to Consider
The local media coverage on Indian Economy has been largely negative recently. The prominent reasons are: Slow down in GDP growth with "the lowest...
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Tata Motors Limited: JLR's Strong Performance Continues to Serve as Pivot for the Group
The turmoil in Tata Motors’ domestic business has weighed the group down in the past few years. A quick turnaround effort by CEO Guenter Butschek...
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