Sensex Index Rebalance Preview: Early Look Sees One Change, Maybe Two
The S&P BSE Sensex is the flagship index of the Bombay Stock Exchange (BSE). The index has 30 stocks and is a free float weighted market cap...
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EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
407 Views
Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
839 Views
EM Health Care: Late Cycle Rotation
Emerging Market Health Care allocations sit towards the lower end of their 7-year range. Current levels are off their 2015 highs by a margin, with...
336 Views
Eris Lifesciences - 2QFY19 – Acquisitions Drive Top Line Much Higher, Bottom Line to Follow by FY20E
Eris Lifesciences (ERIS IN) reported lower than expected performance in 2QFY19. Revenues were 5% lower than our estimates at Rs 2,642 mn. The...
407 Views