Global Equity Strategy: Mixed Market Environment Continues As Yields Break Down
The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections and 10-year yields in the US and Germany are...
303 Views
Alkem Labs (BUY): Poor US sales and inventory provision affect Q4
Alkem Labs reported a below-expected Q4FY21 with +7%/4% YoY sales/EBITDA growth.
279 Views
India: Stock Reclassification & Active Portfolio Management
There are a lot of segment changes expected in July when AMFI recategorizes stocks and mutual funds start to rebalance their portfolios. We...
470 Views
India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
656 Views
Alkem Laboratories - En Route to Recovery, Valuations Attractive
Alkem Laboratories (ALKEM IN) produces branded generics, generic drugs, active pharmaceutical ingredients and neutraceuticals, which it markets in...
927 Views