Themes of India: A Deeper Look at Rural India's Economic Rise
​India's rural economy is driving growth, contributing nearly half of GDP and providing livelihoods for two-thirds of the population. Urban...
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Consumer (Q2FY25 Results Preview): One more soft quarter but outlook is improving
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
387 Views
Q2FY25 Earnings Preview - FMCG & RETAIL
Revenue growth will primarily be driven by volume growth in the low to mid-single digits, led by improved rural sentiments. Rural growth is...
331 Views
Crude Oil Breaking 1.5-Year Support, Failed Breakouts on $EFA $ACWX; Still Expecting More Downside
Crude Oil Breaking Below 1.5-Year Support, Yet Another Recessionary Signal; Bearish Failed Breakouts on $EFA $ACWX; Still Expecting More Downside;...
683 Views
Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral
Downgrading Japan TOPIX, Nikkei; Stay Defensive; Downgrading Outlook on Global Equities $ACWI $EEM to Neutral; Many Risk-Off Signals increase odds...
368 Views