Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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Nippon Paint – Announced Deal Does Not Justify Share Price Run Up
Nippon Paint is up 51% YTD and 6.5% today alone. Kansai Paint is down 5.6% in that time and international peers such as Asian Paints, Kansai...
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Berger Vs Pidilite - A Long/Short Opportunity
The Indian Materials space especially paints is expected to see multiple headwinds over the next two years. In this Insight, we provide our...
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AGM Diaries | Kansai Nerolac - Be Prepared for a Muted FY21
We present our takeaways from attending Kansai Nerolac's virtual AGM. Weak revenue growth, lower margins and lower return ratios are here to stay...
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The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
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