India: PSUs Will Always Be the Vehicle to Push Govt Agenda, Your Fault if You Thought Otherwise!
There is a flurry of analyst downgrades in the market on stocks of Government owned Oil Companies. Alas! it has come a bit too late. After the...
621 Views
Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
615 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
696 Views
37,500Cr Coal Gasification Scheme: These Indian Companies Will Benefit
​Union Cabinet approves INR 37,500 crore scheme to boost coal gasification, aiming to reduce India's import bill for LNG, urea, ammonia, and...
329 Views
Renegotiation of LNG Contracts Will Be More Evident in Coming Years Amidst Depressed Spot Prices
LNG buyers are seeking to renegotiate their long-term LNG contracts by capitalising on the supply glut to overcome oil-based pricing, destination...
562 Views