LG Electronics India Pre-IPO - Peer Comparison - Largest but One of the Slowest
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Elec India. We have looked at its past performance...
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Trump Tariffs - Possible Impact on Our Market
President Donald Trump and the White House revealed a list of U.S. “reciprocal tariff” rates that more than 180 countries and territories are set...
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Asia: Look for Economies with Headroom for Policy Support
​Trade war threatens Asian economies' export-driven growth, necessitating monetary/fiscal stimuli. CN, KR, TH have room for both, India for...
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Axis Top Picks for the month of April 2025
The Axis Top Picks Basket delivered an excellent return of 8.9% in Mar’25 against the 6.3% return posted by the Nifty 50, thereby beating the...
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Asian Equities: India – Brace for Another Leg Down in the Near Term
​India's recent spike overlooks potential EPS cuts, reciprocal tariff shock & likely INR drop. Our sector fundamental analysis suggests EPS est cut...
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