Is the Santa Claus Rally a Myth or Market Reality?
​Investors repurchasing stocks in January after tax-loss harvesting, Nifty 50's Santa Claus rally, but 2024 faces risks of government shutdown,...
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Monthly Equities - October 2024
Global equity markets continued their bearish trend in October, with the MSCI World Index declining by 1.3% and the MSCI Emerging Markets Index...
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Monthly Equities - September 2024
In September, global equities performances were largely shaped by key monetary policy decisions of major central banks, including the U.S. Federal...
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Japan Morning Connection – 18 July, 2024
​Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
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Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
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