India – Liquidity Freeze
We wonder if the Jet Airways India (JETIN IN) flight cancellations are some of the most visible signs of liquidity freezing up? There are plenty of...
828 Views
India NBFCs: Developer Defaults to Accentuate Pain, Impact Broader Economy
The IL&FS default has unleashed the domino effect that we had feared. NBFC exposure to real estate will see defaults as the liquidity...
635 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
635 Views
Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout
Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...
670 Views
NTPC Will Buy Power Plant from Rajasthan Government, Why It's a Good Thing for Indian Power Sector?
NTPC is buying the power plant from Rajasthan state governmentIn a recent development which could have important implications for Indian power...
295 Views