Key Supports Holding Strong; 10-Year Treasury Yield Below Key Resistance; Buys in Non-Defensives
We remain constructive on global equities as long as $ACWI remains above $93 (1+ year base support). 10-year Treasury yield $TNX holding below 4.3...
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India Channel Insight | IT Services, Real Estate
Our interactions suggest challenging times ahead for IT Services and multiple sectoral dynamics at play in residential real estate.
316 Views
KPIT Tech: Analysis and Impact of the New Compensation Scheme
Kpit Technologies (KPIT IN) [KPIT Tech] announced a new employee compensation scheme to drive employee retention and engagement and to offset some...
507 Views
KPIT: Q4FY26 Earnings Preview - Growth Is Reviving | AI Impact Overdone in the Stock Price
KPIT's growth has been muted over the last year due to macroeconomic concerns but it is now reversing. Also, led by AI impact, the stock has seen...
994 Views
Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"
At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...
1.7k Views