Key Supports Holding Strong; 10-Year Treasury Yield Below Key Resistance; Buys in Non-Defensives
We remain constructive on global equities as long as $ACWI remains above $93 (1+ year base support). 10-year Treasury yield $TNX holding below 4.3...
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Sona Comstar IPO Initiation: Shifting Gears
Sona Comstar is looking to raise Rs60 bn ($820 m) through an IPO in India. Overall, we think that Sona Comstar is an attractive and alternative...
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Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
277 Views
Sundram Fasteners: Maintain Buy Investment Thesis, Q2-FY19
SFL is part of the reputed TVS group and is in to manufacturing of critical high precision components for the automotive, infrastructure, windmill...
771 Views
Sundram Fasteners: In-Line Q1, Val Have Run-Up, Stock Likely to Consolidate in Near-Term
Sundram Fasteners (SF IN)1. SFL is part of the illustrious TVS group.2. It is into the manufacturing of critical high precision components for the...
290 Views