Asian Equities: India – What Would FIIs and DIIs Buy and Sell?
Analyzing FIIs' & DIIs' sector-wise buying trends & tilt rel to benchmark, we conclude they'll likely buy financials, industrials, cons disc,...
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Asian Equities: What if There's a US Recession?
US recession chatter is back. US declined less than Asia in past recessions. This time it could be different. Valn derating, not EPS cuts, drove...
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Asian Equities: The Currency Tailwind - Where Would FII Flows Gravitate?
USD is moderating vs Asian currencies, usually a lead indicator of FII flow revival. HK/CN still under-owned. Korea & Indo oversold, India almost...
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Asian Equities: Keep an Eye on These Earnings Inflections
Earnings inflections, ie EPS est rising after long period of decline, are selectively underway in Asia. We identify 9 market-sectors - 3 from HK...
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Asian Equities: Valuation Mean Reversion - The Winners and Losers
Asian valn mean reversion i.e. expensive markets derating & cheap ones rerating, could sustain. HK/China & KR may rerate more. India looks...
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