Force Motors: Two Weak Monthly Sales Prints Should Not Hide A Stronger Product Cycle..
​Force Motors sees record revenue and profitability in FY26, but softer sales in FY27. Monthly sales volatility is important, but margin quality...
124 Views
EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
620 Views
Rural India: A Very Different Market, Even in Prosperous Pockets
Motoring through some of the tourist venues of Amritsar (Punjab) and the hilly and mainly rural centres of Dalhousie, Mcleodganj and Manali in...
438 Views
NIFTY200 Momentum30 Index Rebalance Preview: 75% One-Way Turnover & US$1.9bn Trade
We forecast 22 changes for the index in Dec. One-way turnover is estimated at 74.6% resulting in a round-trip trade of INR 180bn (US$1.9bn). The...
171 Views
Shortlist Of High Conviction Ideas Across Japan, China, India - May 2026
As per Indian government retail registration website - Vahan - Automobile retail sales looks to be soft in the month of May'26. Few exceptions like...
230 Views