Steel as a Bellwether of Global Industrial Cycles: Climbing Out of China's Shadow
China's steel output is declining for the sixth successive year, while India, US, Germany see growth. China's FAI in old industries will slump...
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Result Preview:Metals and Mining
Following a seasonally strong Q4FY26, we expect sequential (QoQ) EBITDA growth to moderate across our metals coverage in Q1FY27.
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Asian Equities: Second Highest Ever Foreign Selling in June; Nascent Recovery in India and ASEAN
Foreign institutions sold a record $54.7bn Asian equities in June and US$157bn in H12026. Korea leading the selling at US$96bn. FIIs are buying...
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Asian Equities: Another Month of Huge Foreign Selling; Taiwan and Thailand the Only Exceptions
Foreign selling continued in June - $39.8bn till 29th. FIIs sold $15.4bn in KR, $19bn in TW & $5.4bn in India. However, an interesting sidelight is...
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Asian Equities: Nascent Emergence of New Earnings Gainers
Asian equities wobble due to AI capex uncertainty, USD spike, and US interest rate concerns, but Asian EPS est continue to rise. India shows...
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