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:...
200 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...
429 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...
288 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...
436 Views
India Small Cap Tour: Texmaco Rail & Engineering En Route to Becoming Total Rail Solutions Provider
Texmaco Rail And Engineering Ltd (TXMRE IN), in its FY2016 Annual Report, repeatedly highlighted the conundrum that the Indian wagon industry has...
530 Views