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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India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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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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Sector Capcule: India Tyre Sector
In this note, we have reviewed the 9m-FY18 performance of the listed players in the Indian Tyre Sector.Note - This review will be followed on with...
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