Thematic Report : Is It Time to Bet on Indian Large Caps?
The Fundamental Reasons for Big Contrarian Bet on Indian Large Cap Companies which are the leaders of India Inc: A Thematic Report by Beat The Street.
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GEMWeekly (1 Mar 2024): China, India Macro; Ant, Alibaba, NetEase, Reliance Industries
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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Aequitas: Jio Platforms Pre-IPO - Peer Comparison
Jio Platforms is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we undertake a peer comparison.
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MSCI ACWI, EURO STOXX 50, TOPIX Remain Bullish; Buys in Cons Disc, Industrials, Services, Technology
MSCI ACWI, EURO $STOXX 50, $TOPIX Remain Bullish. $ACWI holding above short-term support at $102 (last week's breakout level), though we remain...
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India: Key CAS Test on Monday as Global Index Rebalances
CAS kicked off on 3 August and turnover has averaged US$128m. A global index rebalance on Monday will require passives to trade many multiples of...
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