NIFTY200 Momentum30 Index Rebalance Preview: 75% One-Way Turnover & US$1.9bn Trade
We forecast 22 changes for the index in Dec. One-way turnover is estimated at 74.6% resulting in a round-trip trade of INR 180bn (US$1.9bn). The...
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NIFTY Index Earning Revision (May): Bharti Airtel, Oil & Natural Gas, Grasim Industries
We analyzed NIFTY's consensus for May 2026 and highlighted changes of EPS in Bharti Airtel, Oil & Natural Gas, Grasim Industries, State Bank of...
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Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
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Modi's Speech Signal Hits Three Sectors in One Day
PM Modi's call to halt gold purchases and cut fossil-fuel use threatens sectors like Titan, IndiGo, and Maruti, signaling possible policy tightening.
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If AirAsia India Heeds to Tony’s Yearning for an IPO, QIB Route May Be the Only Option
While Tony Fernandes had hinted in January 2018 that an AirAsia India IPO was around the corner, he reiterated it with a tweet yesterday morning,...
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