India: What You May Have Missed in the Industrial Production Numbers? And Why Is that Important?
While the media coverage is more focused on RBI vs. Govt controversy and ongoing assembly elections, the data points on economy are getting much...
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BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
194 Views
The First Impact Of GST And Ind-AS Combine: Visible During Q2F18
Churning of the Indian economy’s ecosystem over the past two years has delivered two major reforms in taxation and accounting. The Goods and...
423 Views
BBSP Equity Asia Weekly Research 14 June 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• No change in tactical allocation• The ASX drifted last week, testing...
286 Views
IndusInd Bank - Is the One-Off Exposure a Reflection of Its Risk Managment?
IndusInd Bank’s quarter ended March 31, 2017 (4QFY2017) was impacted by a “one-off” exposure to a company whose cement operations is in the process...
430 Views