EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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NIFTY Index Earning Revision (Jun): HDFC Bank, InterGlobe Aviation, Tata Motors Passenger Vehicles
We analyzed NIFTY's consensus for Jun 2026 and highlighted changes of EPS in HDFC Bank, InterGlobe Aviation, Tata Motors Passenger Vehicles, Asian...
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Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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Quiddity Leaderboard BSE ​​​​SENSEX Dec26: One Change Highly Likely; Room for One More Too
We see at least one change. However, there could be more changes, if the top potential DEL Tech Mahindra underperforms other names in the next few...
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Big Bang Reforms, Support for Consumers & Flexible Labour to Boost India
Unlike most of the world, India has not undertaken a fiscal spending binge to counter its Covid-induced downturn. Instead, while keeping its fiscal...
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