Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (17 Aug 2026)
Discover nine pair trade opportunities across three markets and five sectors using statistical mean-reversion methodology for actionable insights.
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India Equity Strategy: Banks continue to lead the pack; profitability improves for most sectors
Our coverage universe saw strong YoY revenue growth in auto, lending financials, industrials, IT, cement and power sectors
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India Equity Strategy - Banks Continue to Lead the Pack; Profitability Improves for Most Sectors
Q4FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 13%/9%...
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Life Insurance: ‘Cleansing’ underway; no longer “nudge and push”
Contrary to expectations of relief in the Union Budget, life insurers are expected to be adversely impacted by the first-order and second-order...
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HSIE Results Daily: Bajaj Finance, Maruti Suzuki, SBI Life Insurance
Bajaj Finance: Bajaj Finance (BAF) delivered yet another strong operating performance with RoA at over 5% and earnings growth of 30% YoY, despite a...
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