Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
844 Views
IPO Pipeline to Remain Strong as PE Funds, Quasi-Govt Promoters Aim for Portfolio Exits
Primary issuances are expected to remain strong in 2017 following a five-year high in funds raised in 2016 (Rs 220bn) even as Fed rate expectations...
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MediSetter Interview:Â Insight on Opportunities in Asia's Healthcare Industry
Introduction to MedisetterI had the pleasure of interviewing Anirban Lahiri of Medisetter to discuss some of the opportunities present in Asia's...
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Yatharth Hospital: The Small-Cap Riding India's Hospital Capex Supercycle
​Yatharth, a fast-growing hospital chain in NCR, aims to double its bed capacity by FY29 with significant capex, poised for growth despite current...
250 Views