Q4FY2018 [ended March] Earnings Update
Rajesh Exports reported strong results for the fourth quarter ended March 2018. Net income/EPS for the period came in at Rs.3.69 bn/Rs.12.51, up...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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Q3FY2018 [ended December]: Sustained Improvement in Margins
Rajesh Exports’ margins continued their upward surge as a result of the company’s continued efforts towards growing its higher margin businesses...
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Rajesh Exports: Earnings Update [Q1FY2018]
Rajesh Exports reported mixed results for the first quarter of FY2018. EBITDA increased by 16.7% YoY to INR 4.45 bn and EPS increased by 10% to INR...
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EM Leadership Screen & Chart Book
Notable themes: Sector leadership is concentrated. The MSCI EM Index’s YTD advance, which is pushing through to all-time highs, is driven primary...
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