Still Too Many Stale Bulls on India, as Structural Risks Deepen - 11th Jan 2017
The value vs. momentum factor divergence was 17 percentage points in EM last year - India as a highly-rated, defensive market was always likely to...
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Taking Fresh Guard - Nov 16 Newsletter
We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth...
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L&T Infotech IPO - Inexpensive but Unexciting
Larsen & Toubro Infotech (LTI) plans to raise up to US$184m in its IPO through a sell down by its parent, Larsen & Toubro Ltd.In our...
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India's Rising Business Hub: Telangana
India's 29th state Telangana, was formed out of the previously existing state of Andhra Pradesh on June 2nd, 2014. It came into being after decades...
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Make in India – A Leap of Faith
On Feb 13th, 2016, "Make in India" week was flagged off in Mumbai. 5000 delegates from 190 companies based in 60 countries participated in the...
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