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THE COST OF DRIVING
Can India ever catch up with China in numbers of cars sold (@million pa vs 16 million pa)? We think not
Category Archives: Blog
OIL PRICE SLUMP TO SPUR DEALMAKING
Oil and gas price slump to encourage deal making in EM’s as well
WIPRO’S CORPORATE GOVERNANCE
We had predicted that this was really a squeeze out and it has come to pass
INVESTING IN AGRICULTURE
Without an increase in fertilizer production none of this looks possible.
AMUL TO INVEST $750M
Dairy industry continues to attract investment
LIKE THE SUN, NEWSPAPER CIRCULATION RISES IN THE EAST AND FALLS IN THE WEST
Old media gains ground
SUNTORY CHIEF FIXES FOCUS ON BEAM INTEGRATION
Who is the next target for Suntory to meet their inorganic growth plans?
BONDS /BUYBACKS
The reduction in the cost of capital makes EM stocks look attractive from an international viewpoint; even if not so based on domestic benchmarks
http://www.ft.com/intl/cms/s/3/75b4ea16-abe3-11e4-a089-00144feab7de.html#axzz3Qqvw6sZo
NESTLE BOND YIELDS TURN NEGATIVE
Will Nestle look at EM for acquisitions?
http://www.ft.com/intl/cms/s/0/4b5c16a8-abcb-11e4-b05a-00144feab7de.html#axzz3Qqvw6sZo