India: Stock Reclassification & Active Portfolio Management
There are a lot of segment changes expected in July when AMFI recategorizes stocks and mutual funds start to rebalance their portfolios. We...
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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...
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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...
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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...
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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...
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