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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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:...
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Galaxy Surfactants IPO Preview: Selling Shareholders Cleaning Up
Galaxy Surfactants is one of India’s leading speciality chemicals firms. Galaxy will IPO through a secondary share sale of 6.3m shares, which is...
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A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
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