Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
510 Views
ITC IN | No Catalyst for PE Re-Rating in the Near Term
ITC Ltd (ITC IN) 's recent share price performance has been disappointing on all counts. The increase in Dividend Payout further re-iterates our...
545 Views
India - Companies Start to Amend FPI Limits Down From The Sectoral Cap
As announced in India's 2019 Union Budget and confirmed by the Ministry of Finance in October 2019, the Foreign Portfolio Investment (FPI) limit in...
562 Views
NIFTY 50 Rebalance Preview - Saying No to YES
The Nifty 50 is the flagship index of the National Stock Exchange of India (NSE). The index has 50 stocks and is a free float weighted market cap...
668 Views
2019 Review & 2020 Key Themes | What Has Worked, What Has Not
The objective of this Insight is to reflect back on our work published on Smartkarma. To highlight what has worked for us and more importantly what...
715 Views