Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
407 Views
Asian Paints Ltd: Coloured by Volumes
Decorative business recorded 106% YoY volume growth and led to revenue growth of 91% YoY on a low base of Q1FY21. Pent-up demand from metros, Tier...
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Zomato IPO Trading - Ample Demand for Unique Exposure
Zomato (ZOM IN) raised US$1.3bn in its India IPO, making it the the largest listing in India from the technology sector.
380 Views
India Channel Insight | Asian Paints, Ashok Leyland, Makemytrip, Stove Kraft
In this Insight, we present our takeaways from channel interactions that are focused on Asian Paints, Ashok Leyland, Makemytrip Ltd and Stove Kraft
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