Japan and Europe Holding Below Resistance; MSCI ACWI, ACWI Ex-US, EAFE (Local Curr) Below Resistance
Japan and Europe Holding Below Resistance; MSCI ACWI, ACWI ex-US, and EAFE (local currency) Also Below Resistance Though Testing Now; $EEM breakout...
600 Views
Expecting Downside Ahead; Stick With Defensives; Downgrading Taiwan to Market Weight; Risk-Off Signs
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples...
594 Views
Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
648 Views
India: Has 'UDAY' Failed to Revive Power Sector and Why State Govt DISCOMs Aren't Easy to Reform?
At the time of its launch more than three years ago, UDAY (Ujwal DISCOM Assurance Yojana) was envisaged as the solution for distress in Indian...
684 Views
India: Major Overhaul of Electricity Act 2003 - Game Changer Legislation for the Entire Value Chain
Depending on how you look at it, Electricity Act of 2003 was responsible for phenomenal growth of Indian power sector over previous fifteen years...
695 Views