Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
402 Views
India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
653 Views
BPCL - Thoughts on the Potential Government Stake Sale
Bharat Petroleum Corp (BPCL IN) is engaged in the business of refining crude oil and marketing of petroleum products. It is India's second largest...
532 Views
IGL: Monopoly Business with Pricing Freedom, BUY for 25% Upside
Indraprastha Gas (IGL IN) is the sole provider of CNG and PNG to the NCR market. Pan-NCR gas pipelines and retail fuel stations provide a...
810 Views
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
486 Views