Blog

All articles

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

Read article
AMUL TO INVEST $750M

Dairy industry continues to attract investment http://www.business-standard.com/article/pti-stories/amul-to-invest-rs-5-000-cr-to-set-up-10-milk-processing-plants-115011800179_1.html

Read article
INVESTING IN AGRICULTURE

Without an increase in fertilizer production none of this looks possible. http://www.economist.com/news/finance-and-economics/21637379-hardy-investors-are-seeking-way-grow-their-money-barbarians-farm-gate?frsc=dg%7Cc

Read article
WIPRO’S CORPORATE GOVERNANCE

We had predicted that this was really a squeeze out and it has come to pass  http://economictimes.indiatimes.com/tech/ites/wipro-enterprises-exit-plan-upsets-some-investors/articleshow/45742210.cms

Read article
OIL PRICE SLUMP TO SPUR DEALMAKING

Oil and gas price slump to encourage deal making in EM’s as well http://dealbook.nytimes.com/2015/01/02/oil-price-slump-may-spur-european-oil-and-gas-deal-making/?smid=tw-dealbook&seid=auto&_r=0

Read article
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 http://www.economist.com/blogs/graphicdetail/2013/04/daily-chart-2?fsrc=scn/tw/te/bl/ed/thecostofdriving

Read article