Sticking With Cyclical Value and Defensives; Adding Large-Cap Japan Technology
Sticking With Cyclical Value & Defensives; Adding Large-Cap Japan Technology. 2-3 week bounce has likely run its course with $TOPIX $Nikkei 225,...
430 Views
Encouraging Signs, But Concerns Still Outweigh; Buying Materials, Energy, Industrials, Health Care
We continue to see some encouraging signs that suggest that the lows may have been established for this correction. Still, cyclical value remains...
528 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...
502 Views
Entry Into Auto Aftermarket And JV to Produce Rolling-Stock Transform Rico Auto
Rico Auto Industries Ltd (RAI IN) is an Indian auto component manufacturer producing aluminium and ferrous castings for 2Ws & 4Ws in India and...
307 Views
Indian E&C: Year 2017 Was a Disappointment, Will 2018 Bring a Change in Fortunes?
2017 was a poor year for new order inflows at Indian Engineering & Construction (E&C) and Cap Goods companies. This also reflects in "worst...
215 Views