BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
304 Views
Sitting on the Volatility Volcano, as Asian SUV Boom Continues…
Global asset correlations are reminiscent of the synchronised markets of 2007/8 and there is a growing debate as to whether this is a technical...
267 Views
Maruti Suzuki-The Juggernaut Roles on ..and Has Left Everyone by the Kerb...wayside
Maruti Suzuki India Ltd (MSIL IN) is the largest passenger car manufacturer in India with a market share of near 47%, and nearly 60% market share...
269 Views
More People Are Buying Cars in India, But Will the September Sales Make Maruti Suzuki Happy or Sad?
India: Passenger Car sales in September 2017 increased 12.9% yoy The latest passenger vehicle sales data in India once again confirms that more and...
316 Views
The Story of GE and Indian Railways. Which Is Worse, Bad Policies or Inconsistent Polices - Part 4
This is Part 4 in a series which focuses on abrupt changes in government policies affecting the industries and Indian economy. In Part 1, we...
397 Views