Quarterly Flipbook: Diminishing growth, downgrades intensify across sectors
The aggregate performance of the Q3FY25 earnings season was subdued, in line with expectations, but reflected marginal improvement on a QoQ basis,...
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HSIE Results Daily: Reliance Industries, Infosys, Axis Bank, LTIMindtree, Mastek
Reliance Industries: Our ADD rating on Reliance Industries (RIL) with a price target of INR 1,670/sh is premised on (1) recovery in the O2C...
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Asia Ex-Japan Funds:Â Stock Positioning Update
Top holdings remain unchanged: TSMC, Samsung Electronics, and Tencent are almost universally owned. TSMC hits record weights but active funds sell...
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Asia Ex-Japan:Â Extreme Stocks
Screening for stocks at the extreme ends of their positioning or momentum ranges among active Asia Ex-Japan equity funds.
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HSIE Results Daily: Infosys, Axis Bank, Wipro, LTIMindtree, Mphasis, Karur Vysya Bank
INFO outperformed peers in Q2FY25 on anticipated lines (Infosys update: On your marks, get set…), driven by improved demand in BFSI (seven large...
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