Demonetization Paradox: INR 45 Bn Cash In Corporate Coffers And Myriad Patterns Of SBN Disclosures
The paradox of cash crunch and cash deluge unravels when viewed through the prism of corporate Financial Statements. It relates to those fateful...
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More People Are Buying Cars in India, But Will the September Sales Make Maruti Suzuki Happy or Sad?
India: Passenger Car sales in September 2017 increased 12.9% yoy The latest passenger vehicle sales data in India once again confirms that more and...
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Jaguar Land Rover Goes Shopping: Is Maserati Too Tasteful?
Since 2009, JLR’s sales volume has increased 3x to over 600,000, helping it fill its coffers. Having resurrected itself as a serious luxury...
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The Story of GE and Indian Railways. Which Is Worse, Bad Policies or Inconsistent Polices - Part 4
This is Part 4 in a series which focuses on abrupt changes in government policies affecting the industries and Indian economy. In Part 1, we...
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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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