Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
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The Decimation of Small Companies in India
Even prior to the disastrous demonetisation, sales growth, the barometer of health for the private corporate non-financial sector in India was...
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Asia in 2017: Scenarios and Forecasts (Part II)
In light of the global scenarios sketched out in the forked insight, we analyse the implications of these global drivers and domestic forces on...
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Demonetization Myths and Reality
After a hiccup due to the Demonetization exercise over the past 8 weeks, India's economy will accelerate to 8% real GDP growth in 2017, aided by...
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Globalizing China's Imbalances, Part III: Trade Recession and Its Sufferers
During China's trade recession, its trade surplus widened between May 2014 and August 2016 -- hurting trading partners, as China's imports...
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