Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
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Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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India Consumer Discretionary: Decorative Paint Demand Flattish YoY in 4QFY18
Paint distributors indicate flat YoY demand in 4QFY18 despite low baseIn our recent interaction with a number of paint dealers in Western and...
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Kansai Paint:Â Emerging Markets Exposure, M&A and Gearing to a South African Recovery
Following up on our previous insight, our discussion with the company lead us to remain positive on the stock despite some valuation...
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India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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