EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
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India's SBS-3: 27000Cr Space Satellite Project, These Companies Will Benefit..
India's Cabinet approves SBS-3 military satellite constellation, including private sector involvement, with full network operational by 2029 after...
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NIFTY200 Momentum30 Index Rebalance Preview: 75% One-Way Turnover & US$1.9bn Trade
We forecast 22 changes for the index in Dec. One-way turnover is estimated at 74.6% resulting in a round-trip trade of INR 180bn (US$1.9bn). The...
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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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BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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