Pan-Asia Alpha Signals: Korea & Taiwan Dominate, India Underperformance Deepens | Mar 23-27
Korea (IR 3.0) & Taiwan (2.7) crush AAXJ on risk-adjusted returns while India's alpha collapses to -3.1. WEEKLY snapshot of alpha across 9 Asian...
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India Top Longs | Execution Alpha in a Turning Market
Execution, not narrative, will drive returns—own high-quality operators with visible demand and strong balance sheets, best positioned to...
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Aequitas: CMPDI Ltd IPO - Asset-Light Mining Consultancy with Strong Parentage, Priced In Line
Central Mine Planning Design Institute Ltd (CMPDI) is looking to raise around US$200m in its all-secondary India IPO. In this note, we talk about...
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India's Budgets: 2006-2015. Key Charts, and Key questions
In continuation of my work of detailed work on India Budget for last ten years, this piece through simple charts puts in perspective: Â 2014 Actual...
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Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that...
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