India - Stake Sale Candidate Shortlist
The Government of India has already blown through the estimated full year fiscal deficit in the first seven months of the financial year due to...
568 Views
India - Deepening Gloom
The Indian economy is in deep downturn. Growth is likely to slow further in 3Q19. The corporate profit cycle is under pressure, meaning a private...
417 Views
India - From Down and Under
We were in India recently on a country research visit to talk to our contacts. The two questions on our mind (and we hope also Indian investors) ...
498 Views
Bharat 22 ETF - Effective Discount Shrinks Substantially
Last evening, the ETF manager posted a notice on their website with details on which companies would be divested by the Government of India and the...
681 Views
Bharat 22 ETF - Tighter Arb as Government Squeezes Discount
The next tranche of the Bharat 22 ETF will be launched from October 3 - 4 for a base size of INR 2,000 crore (~US$281m) with an option to exercise...
590 Views