A bubble in quality?

posted in: 2019 Articles, Articles, Media | 0

Companies with safe balance sheets and clean governance have benefited disproportionately from elevated stock specific risks. Sunil Singhania of Abakkus Asset Manager has written an interesting piece on a bubble in quality stocks in India. .. Read more

Big bang steps

posted in: 2019 Articles, Articles, Media | 0

With fiscal and monetary levers being pulled simultaneously, expect economic growth and corporate profit to accelerate. The finance minister surprised almost everyone on Friday with her announcements on corporate taxation. .. Read more

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