Bajaj Finance (BAF): Bullish Outlook for FY27
BAF is upbeat about FY27 from a growth and profitability perspective. Growth momentum from Q1 is likely to continue throughout FY27 with all...
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Primer: Funding Societies Pte Ltd (1431501D SP) - Oct 2026
Regional SME Digital Financing Leadership: Funding Societies Pte Ltd (operating as Modalku in Indonesia) represents Southeast Asia's largest...
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A Terminal Rate the Data Do Not Support: Buying September 2027 Fed Funds Futures
September 2027 fed funds price 55bp more tightening than the FOMC’s own path. With underlying inflation near target and conditions tightening, we...
25 Views
Tatton Asset Management: AUM/I +15% over H1, forecasts & valuation upgraded
Assets Under Management / Influence (AUM/I) rose 15% over H1 to a record £28.0bn at 30 September 2026, well ahead of the trajectory required to...
14 Views
KTX Tactical Picks
No changes were made to the portfolio today. The portfolio rose 0.7% on average, helped in part by a rebound in refinery stocks, outperforming the...
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