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IN : Auto & Parts - Overall - Jun 2022 sales volume performance

MoM growth was led by CV makers, tractor makers (also seasonal) and Bajaj Auto which indicated higher semiconductor chip shortage last month. EV retail sales witnessed a 14% MoM recovery, after a MoM decline since Mar 2022, with recent E2W fire inci....
CGS-CIMB Pramod
Pramod Amthe @ CGS-CIMB 2 July 2022

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/t....
Vermilion Research David
David Nicoski @ Vermilion Research 1 July 2022

Daily Credit Briefing

Top Credit Stories BANKS - Termination of coverage CONSUMER - Termination of coverage FINANCIALS - Termination of coverage HIGH YIELD - Termination of coverage: INDUSTRIALS - Termination of coverage  
UniCredit Sven
Sven Kreitmair @ UniCredit 30 June 2022

Defensive & Diversifying Strategies in YTD 2022

Most defensive and diversifying strategies generated negative returns in YTD 2022. The correlation of almost all of these strategies to equities was too high 3.Only managed futures generated attractive diversification benefits.
FactorResearch Nicolas
Nicolas Rabener @ FactorResearch 30 June 2022

BNPL is now on the regulatory radar, good for its long-term sustainability

Since aggressive BNPL growth is putting both consumers and companies at risk, regulators in different markets are increasingly hatching plans to regulate the sector. Recently, regulators in some leading BNPL markets have shown intentions to bring the...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 27 June 2022
BNPL is now on the regulatory radar, good for its long-term sustainability
BNPL is now on the regulatory radar, good for its long-term sustainability
Weekend Reading / Global

The newly minted EM fintech unicorns, and what sets them apart

There have been around 45 net additions to the fintech unicorns list this year (as of end-May); most of these companies are based in developed markets, but there are a handful from emerging markets too. Most of these new fintech unicorns are already ...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 25 June 2022
The newly minted EM fintech unicorns, and what sets them apart
The newly minted EM fintech unicorns, and what sets them apart