Still Too Many Stale Bulls on India, as Structural Risks Deepen - 11th Jan 2017
The value vs. momentum factor divergence was 17 percentage points in EM last year - India as a highly-rated, defensive market was always likely to...
449 Views
SENSEX Index Rebalance Preview: Sector Balance Could See Hindalco Replace Trent
Sector balance could result in Hindalco being added to the index and replacing Trent. Passives need to trade over 5x ADV/11x delivery volume in the...
254 Views
Bengaluru Tops by Offering 10%+ Yields for Office Property; Stable Market Ideal for Anchoring REITs
Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the...
386 Views
Raining Cats and Dogs - July 16
In our June newsletter, we had highlighted that uncertainty over Brexit vote and FOMC meet would induce stock market volatility, and the ensuing...
375 Views
Masala Bond Market: HDFC Makes a Start; Ride Unlikely to Be Smooth; INR Outlook to Guide This Market
HDFC has become the first Indian issuer to a masala bond after it raised Rs30bn (US$450m) by selling a 3-year one-month maturity rupee denominated...
395 Views