Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)
Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
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New CGD Networks Give South India the Potential to Lead CNG Growth in Second Half of the Decade
During our visit to New Delhi in December 2016, we had to defend ourselves from demonetization and the city’s choking air pollution. Even as India...
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Update: Revival of Key Sectors Seen as Demonetisation Blues Fade Away
GDP Growth Seen as Impressive Despite DemonetisationWhile street estimates of India’s third quarter GDP wavered around the low 6% range on the back...
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An Assessment of the Global Auto Industry: OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
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India Consumer Discretionary: On-The-Ground Signals of Growth Rebound
Consumer loan applications recoverIndian consumers seem to have recovered some of their strides after the jolt of demonetization in November 2016....
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