Persistent Systems, Colgate-Palmolive (India), Tarsons Products, Godrej Consumer Products, Trent Ltd, MapMyIndia, HDFC Bank, Landmark Cars, Lemon Tree Hotels & Craftsman Automation, etc.
Research highlighted in our 2024 posts with a focus on specific stocks or stock picks, podcasts or other pieces that could be considered “evergreen” for the info they contain, etc.
Foreign phone sales plunge 47% in China, Tencent + CATL on the USA govt's naughty list, WAPO fake news, South Korean investors pile into US stocks, EM stock picks & the week ahead for emerging markets
China stimulus fatigue, easing Asia-Pacific fundraising challenges, bonfire of the incumbent politicians, frontier market bonds, opportunities in Indian stocks, December + Q4 fund updates, etc.