Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Thaw in China Relations Brings Good Vibes to Canada’s Energy, Agri-Food Businesses</li><li>U.S. Exporters Laud China Tariff Reprieve, but Scars Remain</li><li>Country Garden Wins Creditor Backing for $17.7 Billion Debt Restructuring</li></ul>

In Depth: Thaw in China Relations Brings Good Vibes to Canada’s Energy, Agri-Food BusinessesU.S. Exporters Laud China Tariff Reprieve, but Scars RemainCountry Garden Wins Creditor Backing for $17.7 Billion Debt Restructuring

CX Daily: Thaw in China Relations Brings Good Vibes to Canada’s Energy, Agri-Food Businesses 

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Indian equities have delivered envious returns and consistently rewarded shareholders, showcasing superior per share earnings growth and a high number of firms with strong Return on Equity.  </li>
<li>While GDP grows robustly (projected 6.3% FY25, 6.4% 2026), earnings growth, robust household consumption (7.1% CAGR over 34 years), and increasing investments are key drivers.  </li>
<li>The FY26 outlook is cautiously optimistic, with potential 12-15% Nifty returns driven by tailwinds, but current valuations and global risks necessitate a careful approach.</li>
</ul>


Indian equities have delivered envious returns and consistently rewarded shareholders, showcasing superior per share earnings growth and a high number of firms with strong Return on Equity.  
While GDP grows robustly (projected 6.3% FY25, 6.4% 2026), earnings growth, robust household consumption (7.1% CAGR over 34 years), and increasing investments are key drivers.  
The FY26 outlook is cautiously optimistic, with potential 12-15% Nifty returns driven by tailwinds, but current valuations and global risks necessitate a careful approach.


Can India’s Equity Outperformance Last?

European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>Median discount tightened from -1.1% to -0.5%, but the mean widened to -3.7%, as several already-large discounts moved further away from parity.</li>
<li>Carlsberg was the largest widener at -18.8%, while Grifols reached -33.3% and MFE -28.3%, improving prospective returns from convergence trades.</li>
<li>Grifols and MFE stand out among new positions, while Ericsson’s B-only SEK15bn buyback remains the most relevant active capital-structure development.</li>
</ul>


Median discount tightened from -1.1% to -0.5%, but the mean widened to -3.7%, as several already-large discounts moved further away from parity.
Carlsberg was the largest widener at -18.8%, while Grifols reached -33.3% and MFE -28.3%, improving prospective returns from convergence trades.
Grifols and MFE stand out among new positions, while Ericsson’s B-only SEK15bn buyback remains the most relevant active capital-structure development.


Liquid Universe of European Ordinary and Preferred Shares: September '26 Report

<ul><li>ICE / In Depth: Zero-carbon fuels, hybrids offer lifeline for conventional carmakers It sounds somewhat unbelievable — the internal combustion engine (ICE) is boosting sales of new-energy vehicles (NEVs) in China, which may be a hard pill to swallow for the upstart carmakers who initially championed the displacement of fossil fuel vehicles.</li><li>In fact, in December 2024, the top three NEV-makers by sales were primarily focusing on hybrid vehicles, which incorporate a battery-powered motor and an ICE.</li><li>But while this was a surprising development for some and appears to be a nod to the strength of ICEs in the auto industry, it doesn’t alter the reality that traditional car manufacturers need to transform to survive the green transition.</li></ul>

ICE / In Depth: Zero-carbon fuels, hybrids offer lifeline for conventional carmakers It sounds somewhat unbelievable — the internal combustion engine (ICE) is boosting sales of new-energy vehicles (NEVs) in China, which may be a hard pill to swallow for the upstart carmakers who initially championed the displacement of fossil fuel vehicles.In fact, in December 2024, the top three NEV-makers by sales were primarily focusing on hybrid vehicles, which incorporate a battery-powered motor and an ICE.But while this was a surprising development for some and appears to be a nod to the strength of ICEs in the auto industry, it doesn’t alter the reality that traditional car manufacturers need to transform to survive the green transition.

CX Daily: Zero-Carbon Fuels, Hybrids Offer Lifeline for Conventional Carmakers 

<ul>
<li>India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.</li>
<li>India Inc has a higher % of companies with better RoE than the rest of the world.</li>
<li>Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison</li>
</ul>


India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.
India Inc has a higher % of companies with better RoE than the rest of the world.
Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison


Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

Germany

Volkswagen AG manufactures and sells vehicles. The Company offers economy and luxury automobiles, sports cars, trucks, and commercial vehicles. Volkswagen serves customers worldwide.

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CX Daily: Thaw in China Relations Brings Good Vibes to Canada’s Energy, Agri-Food Businesses

TOP STORY In Depth: Thaw in China Relations Brings Good Vibes to Canada’s Energy, Agri-Food Businesses An air of optimism is returning to the...

Caixin Global

Can India’s Equity Outperformance Last?

Indian equities have delivered strong returns with high EPS and RoE, driven by robust GDP & consumption. FY26 outlook is cautiously optimistic,...

Nimish Maheshwari

Liquid Universe of European Ordinary and Preferred Shares: September '26 Report

September brought fresh dispersion: Carlsberg, Grifols and MFE widened sharply, improving convergence returns, while Ericsson's B-only buyback adds...

Jesus Rodriguez Aguilar

CX Daily: Zero-Carbon Fuels, Hybrids Offer Lifeline for Conventional Carmakers

ICE / In Depth: Zero-carbon fuels, hybrids offer lifeline for conventional carmakers It sounds somewhat unbelievable — the internal combustion...

Caixin Global

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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CX Daily: Thaw in China Relations Brings Good Vibes to Canada’s Energy, Agri-Food Businesses

TOP STORY In Depth: Thaw in China Relations Brings Good Vibes to Canada’s Energy, Agri-Food Businesses An air of optimism is returning to the...

Caixin Global

Can India’s Equity Outperformance Last?

​Indian equities have delivered strong returns with high EPS and RoE, driven by robust GDP & consumption. FY26 outlook is cautiously optimistic,...

Nimish Maheshwari

Liquid Universe of European Ordinary and Preferred Shares: September '26 Report

September brought fresh dispersion: Carlsberg, Grifols and MFE widened sharply, improving convergence returns, while Ericsson's B-only buyback adds...

Jesus Rodriguez Aguilar

CX Daily: Zero-Carbon Fuels, Hybrids Offer Lifeline for Conventional Carmakers

ICE / In Depth: Zero-carbon fuels, hybrids offer lifeline for conventional carmakers It sounds somewhat unbelievable — the internal combustion...

Caixin Global

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

​Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Nimish Maheshwari

Indian equities have delivered strong returns with high EPS and RoE, driven by robust GDP & consumption. FY26 outlook is cautiously optimistic,...

Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...