EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
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Postcard from Surat (India) | Studded Jewellery Unlikely to Aid in Margin Expansion for Titan
With our Post Card Series, our aim is to bring on-ground realities & perspectives from cities across India. In this insight, we share our...
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India Consumer Discretionary: Growth Slowing on NBFC Liquidity Tightness, Demand Softness
While many NBFCs pulled back on disbursements in 3QFY19, the sharpest declines were in SME/MSME, LAP and Loan Against Shares (LAS) segments The...
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Titan Co Ltd (TTAN IN) | Channel Checks Suggest Revenue Growth Might Beat Consensus
Titan Company Limited manufactures and sells watches, jewellery, eyewear, and other accessories and products in India and internationally. The...
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Titan - +ve Outlook in Jewellery, Watches/Eyewear Also Contributg to Grwth, Healthy FCF Supports Val
Titan Co Ltd (TTAN IN) Q1FY19 - Consolidated Segment PerformanceJewellery segment, the star performer of Q4, saw a 6% YoY growth. This was lower...
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