COVID-19 : Intermediate Respite for Some Businesses
The COVID-19 crisis in India is surmounting as the number of tests and positive cases each day are reaching new highs while the peak has not...
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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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EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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PI Industries 2QFY19- Margin Improvement Expected from 3Q FY19
Pi Industries (PI IN) reported revenue growth of 29% YoY in 2QFY19. The Custom Synthesis Manufacturing (CSM) segment recorded a 33% revenue growth...
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