The All-India Sales Team: Kotak Securities Tops the Chart
On the strength of widespread praise, Kotak takes first place from three-time champ CLSA, which drops to No. 4 in our annual ranking.
November 22, 2016
Modi Reforms Drive Growth of Indian Research
New and diverse companies trigger demand for more investment analysis. The big winner: homegrown Kotak Securities.
November 21, 2016
Daily Agenda: In Face of Election, U.S. Markets Take Wait-and-See Stance
India central bank lowers rates; Brexit jitters send pound down, stocks up; Bass Pro Shops merges with Cabela’s.
October 4, 2016
Daily Agenda: Stocks, Commodities Rise on Saudi Change of Heart
OPEC leader backs oil-production caps; India strikes inside Pakistan; Pepsi earnings up; Spain struggles to form government; big layoffs at Commerzbank.
September 29, 2016
India Gets Its Tax Act Together
Investors welcome the government’s new Goods and Services Tax, believing it will boost growth and investment.
September 15, 2016
5 Key Investment Themes: Finding Focus in the Volatility
For the near term, at least, prevailing market conditions aren’t likely to veer strongly from their current trajectory. In such conditions, go idiosyncratic.
Henry H McVey
September 15, 2016
Apple Cares About Workers But Does it Care Enough?
As the iPhone maker struggles to come up with the next great thing, labor — not innovation — might turn out to be CEO Tim Cook’s biggest problem.
September 7, 2016
Weekend Giant Reading: September 2 – 4, 2016
Time for the weekend! Here’s some of the latest news for your reading enjoyment.
September 2, 2016
What Makes Decisions Legitimate? It Matters for Policy, Markets
The lesson of Brexit and Narendra Modi’s GST victory is that who makes decisions matters just as much, if not more, than the outcome.
August 18, 2016
It Took Ten Years, but India Is Getting a Tax That Should Lift Growth
The country’s democracy can slow reform, yet Modi’s steady approach has prevailed on a goods and services tax. Investors should be no less patient.
August 15, 2016