Could India Be Gaming's Next Big Expansion Move?
An estimated $10 billion underserved market  in India according to new research.Wth Japan gaming now approved, new light in on the potential of...
808 Views
Waiting for Godot - Oct 16 Newsletter
In the ongoing earnings season, we have witnessed narrowing of the segments/stocks which are performing. While good results have failed to generate...
515 Views
Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices
Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players  posted good...
321 Views
2025: A Review of Our Hits and Misses Across Japan, China and India
Indian auto stocks such as Maruti Suzuki and M&M have corrected meaningfully in recent weeks.Like last year,these stocks are now offering...
545 Views
Sundram Fasteners(SFL IN)–Long Term Drivers in Place, but Near-Term Valuation and Export Risks Weigh
​Sundram Fasteners strategically diversifying beyond auto sector into high-growth areas, but stretched valuations and tariff uncertainties pose...
409 Views