India: Relative Value Opportunities and Pair Trades (4 Aug 2026)
​Discover three pair trade opportunities across one sector using statistical mean-reversion methodology for actionable insights.
158 Views
MS-India Index Earning Revision (Jul): ICICI Bank, Vedanta, Mahindra & Mahindra, HDFC Bank
We analyzed MS-India's consensus for Jul 2026 and highlighted changes of EPS in ICICI Bank (ICICIBC IN), Vedanta (VEDL IN), Mahindra & Mahindra (MM...
1.5k Views
Non-Leveraged Financials - Volatile Markets and Weak Macros Drive Slowdown
Active equity schemes witnessed a deceleration in net inflows at INR339bn (Q1FY23: INR598bn), despite an all-time high SIP flow run rate (Q2...
405 Views
Health Insurance 1.0: Advantage SAHIs
We believe that the recent extension of “Use and File” for retail products is likely to reflate portfolio profitability by containing the...
268 Views
Health Insurance 1.0 - Advantage SAHIs
Within the INR1.3tn retail health insurance opportunity (by FY32E), standalone health insurers (SAHIs) are slated to grow faster than multiline...
282 Views