It’s almost becoming a trend. Ashwini Sharma, a management graduate working with a broking firm, booked profit as he expects the markets to fall. His friend Gunjan Khare also booked profit partially. The reason for selling their stake was the same. They are afraid about the fast recovery of the stock market. Also, they don’t…
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When the global economic slowdown hit Indian shores, the performance record of India Inc got reshuffled like a pack of cards. But there are some individual corporates who rode out the storm and have emerged as winners. We at SundayET crunched six different set of figures and spoke to the backroom boys — and we…
Read articleA global alternative asset and management platform – Gabelli Securities International UK Limited has acquired Horizon Research Advisors , investment boutique based in New Delhi. With this acquisition, Gabelli will expand its assets and clients access to Indian sub continent and South East Asian marketplace. GSIL UK’s global funds will add India-based profitability and risk…
Read articleINDIA EQUITY OPPORTUNITIES This report examines the Indian equity markets, their structure, constituents and metrics over time. In continuation to our earlier reports on Indian Equity Opportunities, we show that the Indian equity markets now offer a compelling investment opportunity. We believe significant investment opportunities exist in India for long-term, strategic investors. Horizon’s investment methodology,…
Read articleThis report examines the Italian equity markets, their structure, constituents and metrics over time. We show that the Italian equity markets now offer a compelling investment opportunity. There are 436 companies that are listed and trade on the Borsa Italiana in Italy (Table 1) offering a sizeable group of businesses for superior stock selection Read…
Read articleINVESTING IN INDIA We believe significant investment opportunities exist in India for long-term, strategic investors. Horizon’s investment methodology, taking a private market approach to the public markets is well suited to pursue these opportunities. This report examines the Indian equity markets, their structure, constituents and metrics over time. India is a unique market globally. It…
Read articleINVESTING IN INDIA We believe significant investment opportunities exist in India for long-term, strategic investors. Horizon’s investment methodology, taking a private equity approach to the public markets is well suited to pursue these opportunities. This report examines the Indian equity markets, their structure, constituents and metrics over time. India is a unique market globally. It…
Read articleINDIAN EQUITY OPPORTUNITIES This report examines the Indian equity markets, their structure, constituents and metrics over time. There are approximately 4,147 actively traded companies in India, offering a sizeable group of businesses for superior stock selection. India has a deeply rooted equity culture dating to the period of British rule. The Bombay Stock exchange (BSE),…
Read articleWIPRO Limited (WIT ADR – $9.60 – NYSE) Stellar returns – So why this? WIPRO Ltd announced the much-anticipated spin off of their non-IT segment (to be known as Wipro Enterprise limited (WEL)) on October 31, 2012. The post spin off WIPRO (W) would now exclusively be an IT company. While we applaud the action…
Read articleIn this report, we study the investment dynamics of the gems and jewelry industry. There are approximately 2,300 publicly traded gems and jewelry companies globally (this includes miners, processors and retailers). There are 45 publicly traded gems and jewelry companies in India, the majority of which are jewelry retailers. Collectively, the total market capitalisation of…
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