One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
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Make in India – A Leap of Faith
On Feb 13th, 2016, "Make in India" week was flagged off in Mumbai. 5000 delegates from 190 companies based in 60 countries participated in the...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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Buy Dip for March Rally
This issue concentrates on what to buy into touted late February weakness for a March rally and our more strategic energy and metals bottoming...
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Aequitas: CMPDI IPO Trading - Muted Demand Trend Continues
Central Mine Planning Design Institute Ltd (CMPDI) raised around US$200m in its all-secondary India IPO. In this note, we talk about the demand and...
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