EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
582 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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Banks' Board: Minefield of âConflicts of Interestsâ?
ICICI Bank Ltd (ICICIBC IN) âconflict of interestâ saga has caught the attention of every business media house, analyst and investors community....
534 Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Partyâs (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
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