Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
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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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Sector Capcule: India Tyre Sector
In this note, we have reviewed the 9m-FY18 performance of the listed players in the Indian Tyre Sector.Note - This review will be followed on with...
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Balkrishna Ind: Higher RM Costs Could Cast a Shadow on Earnings Growth in FY2019
Balkrishna Industries Ltd (BIL IN) is India's leading off-highway-tyre (OHT) player in the global market. The company has developed a...
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Ceat: La Nina May Play Spoilsport in 2H; Restocking Post GST Served Well By ADD Imposed on Imports
In 2Q, Ceat Ltd (CEAT IN) managed to overcome the GST blues and make a quick turnaround from the preceding quarter that saw its PAT plummet nearly...
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