Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
679 Views
India: Reputations Bigger than Facts? The Curious Case of Bribery Allegations Against Tata-Air Asia
Truth is stranger than fiction, Mark Twain said. In the business too, there are several situations when myths are much more powerful than reality....
308 Views
BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
282 Views
Indian IT Sector: 4Q Results Don't Really Justify the Irrational Exuberance
The overall 4Q result from top four companies in Indian Information Technology (IT) space was disappointing. Of course, except for Tata Consultancy...
310 Views
India: Market Showing More Interest in IT Stocks, Will Q4 Results Support This Optimism?
The Indian IT companies will start reporting Q4 results this weekThe quarterly results of IT companies are important to understand the business...
320 Views