Reserve Bank of India – Zero Forethought
* Instead of Applause, Throw Tomatoes: The call for a 21-day nationwide lockdown to contain the corona virus, has caused a massive liquidity drain...
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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Bajaj Finserv (BJFIN IN) Vs Bajaj Finance (BAF IN): Parent and Subsidiary Drift Apart
Third signal in an ownership-linked pair trade as the price relationship between Bajaj Finserv and its listed subsidiary diverges beyond two...
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Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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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...
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