EM Strategy:Â Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
561 Views
Is Wipro Ltd (WPRO IN)​ the New Infosys Ltd (INFO IN)​ for the Market?
Wipro Ltd (WPRO IN) has been the best performer among large cap IT stocks in September and the stock has done significantly better vs. others such...
471 Views
Mahindra & Mahindra Ltd: Beginning of a New Phase
Mahindra & Mahindra (MM IN) (M&M) is one of the leading automotive and tractor manufacturers in India as well as internationally. M&M...
712 Views
MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
253 Views
India: Market Showing More Interest in IT Stocks, Will Q4 Results Support This Optimism?
The Indian IT companies will start reporting Q4 results this weekThe quarterly results of IT companies are important to understand the business...
289 Views