Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
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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...
423 Views
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...
715 Views
The Beat Ideas- Sirca Paints: A Premium Coating Company Widening Its Addressable Market
​Sirca Paints closes FY26 with strong revenue and EBITDA, manufacturing of mass premium brand will improve revenue while mainting margins.
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Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
844 Views