A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
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Aequitas: Bagmane Prime Office REIT IPO - Stable Growth, Limited Yield Upside
Bagmane Prime Office Reit (BPOR) plans to raise around US$360m in its India IPO, down from its earlier estimated size of US$440m. In this note, we...
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The First Impact Of GST And Ind-AS Combine: Visible During Q2F18
Churning of the Indian economy’s ecosystem over the past two years has delivered two major reforms in taxation and accounting. The Goods and...
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India Politics: Four Reasons Why Modi Could Face Strong Political Backlash from Rural India in 2019?
A bit of history first - The lessons from 2004The unexpected loss of Atal Bihari Vajpayee's National Democratic Alliance (NDA) in 2004 general...
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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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