HSIE Results Daily: Mahindra & Mahindra, Petronet LNG
Mahindra & Mahindra: Mahindra & Mahindra Q1 PAT, at INR 14.7bn, was below our estimate of INR 16.5bn due to lower-than-expected margin in the FES...
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Oil & Gas Sector: GAIL Bucks Energy Storm Hitting Sector Demand and Margins
GAIL bucks energy storm hitting sector demand and margins. We see GAIL lead the Oil & Gas pack even as the rest of the sector companies are trapped...
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EM Energy: Regime Shift
A quarter of active EM managers have no exposure to the Energy sector and only 23% are overweight. With Oil prices at multi-year highs, active EM...
606 Views
EM Energy: Sentiment Depressed. Reliance Industries/Lukoil Bucking the Trend
The fallout from the Oil price wars has sent Energy allocations in GEM active portfolios towards their all-time lows. The average EM fund now...
550 Views
Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
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