Primer: Bombay Burmah Trading (BBTC IN) - Nov 2025
Bombay Burmah Trading Corporation (BBTC) is a diversified holding company of the Wadia Group, with its intrinsic value primarily derived from...
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HoldCo Monthly (September 2026): Where’s the Discount?
Insight details about the monthly changes in the holding company discount in India - Reasons for change in the discount if any and where the most...
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Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
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Sector Capsule: Laundry Care in India
Headlines Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016 With increasing awareness, consumers are shifting...
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Oil Cess - Squeezing the Economy
Historically, India’s net oil subsidy was a myth after factoring taxes on petroleum products. But in the last two years, as oil prices declined...
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