EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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Apollo Tyre: Restocking Post GST Buoys Revenue Growth in 2Q; Margins To Remain Under Pressure in 2H
Incessant Rains in South Likely to Arrest Fall in NR Prices; Margins to Remain Under Pressure in 2HOver the past five years, Apollo Tyres Ltd (APTY...
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Hankook Tire Update - P/B at 60% Discount to Peers Due to Transient Issues
In this insight, we will go through in-depth Hankook Tire's 3Q17 results with added commentary provided by HKT's investor relations based on my...
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Apollo Tyres' Long-Term Growth Intact with TBR Segment Though 1HFY18 Results Likely to Disappoint
Apollo Tyres Ltd (APTY IN), with a market share of 25% in CV tyres and 15% in PV tyres, is the second biggest tyre manufacturer in India after MRF....
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