Global Ex-U.S. Equity Strategy:Â Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
795 Views
India Consumer Discretionary: Growth Slowing on NBFC Liquidity Tightness, Demand Softness
While many NBFCs pulled back on disbursements in 3QFY19, the sharpest declines were in SME/MSME, LAP and Loan Against Shares (LAS) segments The...
749 Views
Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground
Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In...
557 Views
India Real Estate Stocks: Putting the Cart Before the Horse
India’s BSE-Realty index rallied 133% over CY2017 on the theme of RERA induced consolidation and low interest rates Telling signs of poor demand...
346 Views
ABB India: Record Orderbook but Margin Squeezed
​ABB India ended 2025 with record orders and revenue, but faces margin challenges due to forex and input costs. Margin recovery in 2026 is crucial.
204 Views