India: AMFI Stock Categorization Changes to Drive Active Portfolio Churn
The reclassification of stocks to large, mid and small cap will set off a churn in mutual fund portfolios where historically stocks migrating...
299 Views
The Tail Wags the Dog Redux
Last evening, the National Stock Exchange of India (NSE) published a list of nine stocks that would be excluded from the Futures and Options...
463 Views
India Building Materials: Tile Makers Face Double Whammy
50 new plants in the unorganized sector to manufacture premium GVT tiles has created massive oversupply in the face of weak demand GVT...
291 Views
India Real Estate Stocks: Putting the Cart Before the Horse
India’s BSE-Realty index rallied 133% over CY2017 on the theme of RERA induced consolidation and low interest rates Telling signs of poor demand...
146 Views
India Annual Update FY18 and Outlook for FY19- Structural Reforms to Unleash the Indian Growth Story
This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead....
181 Views