Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
383 Views
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.
289 Views
Sensex Index Rebalance Preview: Early Look Sees One Change, Maybe Two
The S&P BSE Sensex is the flagship index of the Bombay Stock Exchange (BSE). The index has 30 stocks and is a free float weighted market cap...
802 Views
High Distress Levels: Indian Companies Caught Off-Guard
The global market sentiments are in agony lately due to the vicious Covid-19 which is yet to loom in many geographies. Moreover, the fact that the...
409 Views
EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
711 Views