India: Fund Managers Relieved After Correction and Remain +ve on Fundamentals, Concern Is on Inflows
The last few days have been eventful in Indian markets. If significant correction was bad, the issues like rumors of a possible default by Dewan...
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Why IL&FS Default Could Create a Domino Effect
Corporate exposure to IL&FSÂ Groupâs debt stands at Rs349bn. Certain mutual fund (MF) schemes and corporate treasuries have concentrated...
645 Views
India: "I Had Told You So" Moment Finally Here for Markets? Valuation and Quality to Gain in Debate
A 0.81% correction in NIFTY and 0.75% correction in BSE SENSEX is by no means an exceptional movement in an emerging market like India. But, today...
748 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Partyâs (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4.2k Views