Japan Quake and Chip Shortages, Tough on Auto?
Will Saturday's Japan earthquake further disrupt the semiconductor supply chain? Early reports seem tame enough, but automobile manufacturers are...
377 Views
NIFTY200 Momentum30 / Nifty100 LowVol30 Index Rebalance: Over US$2bn to Trade in June
The deletes have outperformed the adds by 4.7% since the announcement of the changes. The passives trade at the close today and those flows could...
201 Views
Unlock 1 Ill-Effects: Boon for the Consumer Discretionary?
The previous insight related to our Covid-19 coverage, Covid-19: Dull Economic Package, Lock-Down 4.0 Consequences highlighted that the economy is...
469 Views
ESG and Stock Prices: Fat-Tail Events
Imagine a sell-side analyst calls. You ignore it, of course, and the voicemail goes like this: This is Hunter from Barr, King, Seals. We're...
953 Views
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...
534 Views