India - Bets Are Off
A recession is now baked in the cake. Prospects of India getting to the next sustainable private investment-led business cycle upswing have receded...
172 Views
Active Vs Passive Investing in the Indian Context
With the market rallying at the beginning of the year and then falling faster, we decided to take a look at how large cap Indian mutual fund...
494 Views
India - In a Bind
We are underweight India in our relative regional equity portfolio. Economic activity remains weak. The recent uptick in consumer price inflation...
476 Views
India - The Future of CPSE and BHARAT22 ETFs & Potential Rebalance Candidates
The Government of India has been divesting its stake in Central Public Sector Enterprises (CPSE) and other public companies held by the Specified...
552 Views
India - The Future Is Bright
The government and the RBI have belatedly realised that India is in dire straits and that it is time to ease policy and the tough regulatory...
429 Views