India: Festive Season to Disappoint Auto Companies? Maruti (MSIL IN) And Hero (HMCL IN) More at Risk
This year, the festive season is not looking very good for Indian auto companies and this is getting confirmed from multiple sources including...
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BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
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India: What "FY18 Auto Sales Numbers" Tell Us About Sector and the Companies - Five Key Messages
FY18 will go down as one of the best years for Indian Auto Manufacturers and after a long time, the growth has been strong across categories....
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Modi's Speech Signal Hits Three Sectors in One Day
​PM Modi's call to halt gold purchases and cut fossil-fuel use threatens sectors like Titan, IndiGo, and Maruti, signaling possible policy tightening.
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India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
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