The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
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Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
483 Views
GST Rates Revised Downwards - To Boost Org. Players in Consumer Disc. & Building Mat Sectors
Note - This is simply an event-update quick note.The GST council in India has announced reduction in GST rates on several consumer products -...
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EM Leadership Screen & Chart Book: Technically Attractive EM Stocks
This report highlights actionable EM stocks from across industries and regions. This week's report highlights the following: Latin America is...
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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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