Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
858 Views
Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
786 Views
India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
430 Views
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
582 Views
India: Three Important Recent 2Q Results and What Do They Tell Us About State of Indian Economy?
Three recent important quarterly results from industry leaders indicate that there are no strong recovery signals in Indian economy. These...
364 Views