Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
1.7k Views
Inflation Moderation?
Key economic data releases from China, the US, and Europe are closely monitored for signals on inflation and growth, while the Fed is expected to...
423 Views
Dan Tennebaum - The Case for India at India Capital (EP.387)
Dan moved to India 25 years ago, transitioning from startups and venture capital to public markets, sharing insights on his journey and experiences...
584 Views
Great Game – Could Biden Have Even More to Fear from Trump’s Trial?
Welcome to this week’s Great Game where we will catch up on events in the Middle East and also cover the Trump trial that’s currently taking all...
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India: Merchandise and Services Both Help Toward a CA Surplus in CY24
Goods exports grew 7.5%YoY in Jan-Feb24, leading to a decline in the merchandise deficit. With the services surplus up 20%YoY, a swing to a...
373 Views