India: Key CAS Test on Monday as Global Index Rebalances
CAS kicked off on 3 August and turnover has averaged US$128m. A global index rebalance on Monday will require passives to trade many multiples of...
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Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials
Bullish reversals begun last week in $ACWI, $SPX, and $STOXX Europe 50, with each reversing topside their 4-month downtrends. Now, bullish...
521 Views
Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
399 Views
India: News Flow Is Turning Even More Negative for Autos but Stocks Doing Well, What's Going On?
The news flow for Indian Auto Industry is turning from bad to worse over previous few weeks as there have been multiple reports highlighting poor...
534 Views
India: Even as Market Share Falls, Commercial Vehicle Tyres Continue to Dominate Industry Revenue
CV Tyre Segment Holds Out Even as Passenger Segment Seen Growing at Faster PaceAs of FY2017, the size of India’s tyre industry was estimated to be...
490 Views