Maharashtra Elections Inject Optimism into Indian Markets
​NDA's victory in Maharashtra boosts market sentiment, predicts recovery in corporate earnings, but raises concerns about strain on state finances...
593 Views
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
Pullback Continues $ACWI; Stick With Defensives; More Countries With Improving Price and RS Trends
Pullback Continues $ACWI; Stick With Defensives. We continue to believe a 1- to 4-month pullback/consolidation is ongoing, and would look for an...
556 Views
Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
324 Views
A Fat Theme | Organized Real Estate Developers in India - A Decadal Opportunity
Real Estate sector in India is undergoing rapid shift to Organized from Unorganized. This is leading to asset light development opportunities for...
361 Views