MS-India Index Earning Revision (Jun): Hindustan Petroleum, National Aluminium, Oil & Natural Gas
We analyzed MS-India's consensus for Jun 2026 and highlighted changes of EPS in Hindustan Petroleum, National Aluminium, Oil & Natural Gas,...
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HDFC Bank Declines to Donate Blood for Yes Bank; Why Did Weaker Donors Oblige?
In the State Bank Of India (SBIN IN)-led bail-out of Yes Bank (YES IN) assisted by private sector entities, HDFC Bank (HDFCB IN), the largest...
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Global Index: Potential Changes in May for Asia Pac
The index rebalances at the close tomorrow and there will be huge volume in the constituent changes at the close. Since announcement, the adds have...
611 Views
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
930 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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