Modi's Speech Signal Hits Three Sectors in One Day
​PM Modi's call to halt gold purchases and cut fossil-fuel use threatens sectors like Titan, IndiGo, and Maruti, signaling possible policy tightening.
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
655 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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Demonetization Paradox: INR 45 Bn Cash In Corporate Coffers And Myriad Patterns Of SBN Disclosures
The paradox of cash crunch and cash deluge unravels when viewed through the prism of corporate Financial Statements. It relates to those fateful...
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BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
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