Global Emerging Markets Weekly: 5 March 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Sensex June21 Index Rebalance Preview: Deletion Almost Certain; Addition a Wild Card for Now
ONGC is an almost certain deletion at the Sensex review in June. The inclusion at the current time is Wipro, but Tata Steel could be included if it...
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Indian IT Services: What Justified PE Ratios Tell Us About Sustainable Growth Expectations
In this insight, I look at the long-term growth expectations implied by current valuation levels, based on a Justified PE calculation. I also...
386 Views
Apollo Hospital Placement/QIP - Well Flagged Deal with Well Planned Use of Proceeds
Apollo Hospitals Enterprise plans to raise around US$140m via a QIP which was launched last night. I have covered various aspects of the deal in my...
281 Views
Indian IT Consulting Stocks Resuming Uptrends; Buy Tata Consultancy Svcs, Infosys, & Wipro
In today’s report we highlight the following actionable names which display bullish price and RS trends: Tata Consultancy Services Limited, Infosys...
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