EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
620 Views
Shikha Sharma Rewarded with Prominent Directorships for Mismanagement at Axis Bank
On June 14, 2019, Tech Mahindra (TECHM IN) Â joined the ranks of Tata Global Beverages, Ambuja Cements (ACEM IN)Â and Dr. Reddy'S Laboratories (DRRD...
760 Views
NIFTY Index Earning Revision (May): Bharti Airtel, Oil & Natural Gas, Grasim Industries
We analyzed NIFTY's consensus for May 2026 and highlighted changes of EPS in Bharti Airtel, Oil & Natural Gas, Grasim Industries, State Bank of...
139 Views
EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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