Corporate Euphoria Worries India’s Central Bank
Our model indicates that India’s real GDP growth in 2022-23 will be 6.66%.
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INSIGHTS
The Approaching Shrinkflation Pandemic
Global consumers may shortly experience a pandemic of shrinkflation caused by viral inflation that has rapidly spread across national...
Mutual Fund Fees: Set to Fall?
Recent actions of a few large and respected US banks like J.P. Morgan and Goldman Sachs indicate that they expect asset management fees...
Indian Equity Brokerage: Ready for Disruption
Times have changed, market realities have not. As we had forecast in early 2012 (see presentation below), the Indian equity brokerage...
The Next US Mutual Fund Battleground
The first phase in US ETF markets, marked by explosive growth, is over. The next phase has just begun, with ETF sponsors still coming to...
India's Unique Equity Market Structure
India's unique equity market structure in terms of ownership of assets makes it a favourite of hedge funds looking to make absolute...
Home-market Bias: Foreign Investment in Indian Equities
Foreigners own a significant 23% or US$218 billion of India’s listed market capitalization of US$936 billion. Their influence on Indian...
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