India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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Shortlist Of High Conviction Ideas Across Japan, China, India - May 2026
As per Indian government retail registration website - Vahan - Automobile retail sales looks to be soft in the month of May'26. Few exceptions like...
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Suzuki Motor (7269 JP): A Year of Two Distinct Halves; FY 2026 May Surpass Management Expectations
Maruti Suzuki is on track to deliver double digit domestic volume growth in May 2026(its 12% YoY) as per government retail registration website -...
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India On Ground: Local Fund Managers Still Debate Valuations,OK with News Flow but Expect Volatility
Last few months have been stressful for domestic fund managers and more than the sudden market movement, much increased volatility even in large...
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India: News Flow Is Turning Even More Negative for Autos but Stocks Doing Well, What's Going On?
The news flow for Indian Auto Industry is turning from bad to worse over previous few weeks as there have been multiple reports highlighting poor...
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