Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
273 Views
Tata Motors DVR: Discount Blows Out
The Tata Motors DVR (TTMT/A IN) discount to the common shares Tata Motors Ltd (TTMT IN) has blown out to 62%. This comes at a time when the...
542 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
470 Views
India: Has 'UDAY' Failed to Revive Power Sector and Why State Govt DISCOMs Aren't Easy to Reform?
At the time of its launch more than three years ago, UDAY (Ujwal DISCOM Assurance Yojana) was envisaged as the solution for distress in Indian...
538 Views
India: Major Overhaul of Electricity Act 2003 - Game Changer Legislation for the Entire Value Chain
Depending on how you look at it, Electricity Act of 2003 was responsible for phenomenal growth of Indian power sector over previous fifteen years...
457 Views