India: News Flow Is Turning Even More Negative for Autos but Stocks Doing Well, What's Going On?
The news flow for Indian Auto Industry is turning from bad to worse over previous few weeks as there have been multiple reports highlighting poor...
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Encouraging Signs -Observations from a Road Trip to Steel Country Side.
There is so much of negative news emanating from India as of late regarding the slowdown in the economy, most macro numbers have worsened, fiscal...
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India: What "FY18 Auto Sales Numbers" Tell Us About Sector and the Companies - Five Key Messages
FY18 will go down as one of the best years for Indian Auto Manufacturers and after a long time, the growth has been strong across categories....
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Truck Radialisation in India Gets a Boost From New Regulations & Improving Road Infra
Ever since Michelin first commercialized radial technology in the 1940s, it has been adopted as the standard design for all automobile tyres in...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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