India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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Weekly Oil Views: Brent Eyes $72 but Upside Looks Limited
Brent closed at a fresh five-month peak of $71.97/barrel on Thursday, ahead of the Good Friday holiday. It had flirted with $72 during intraday...
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EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
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Visit Note | The Case For "Kirana" Stores & Their Fight with Modern Retail
The focus of this Insight is the Food Retail business in India, that is witnessing intense competition. The food retail or the grocery retail...
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India Payments | What Really Matters and Suggested Channel Checks
Can Alibaba Group Holding (BABA US) 's Alipay and Tencent Holdings (700 HK) WeChat pay replicate their success in India? With the world's second...
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