Make in India – A Leap of Faith
On Feb 13th, 2016, "Make in India" week was flagged off in Mumbai. 5000 delegates from 190 companies based in 60 countries participated in the...
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Quiddity Leaderboard BSE ​​​​SENSEX Jun26: Next-In-Line Names Now Out of the Race; One Change Likely
We currently estimate one-way flow triggered by the single expected change to be around US$315mn. Both the expected ADD and DEL could each have...
320 Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
405 Views
Quiddity Leaderboard BSE ​​​​SENSEX Jun26: Sector Consideration Continues to Influence ADDs Choices
We see Hindalco Industries (HNDL IN) as an expected ADD and Trent Ltd (TRENT IN) as an expected DEL. Separately, Tech Mahindra (TECHM IN) is also...
381 Views
Indian IT | AI Reckoning Is a Governance Story
​Investors are reevaluating the sustainability of Indian IT's revenue model but equality Important is Ownership discipline and investor scrutiny to...
337 Views