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....
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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...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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India: On CY18 Business Outlook, Is There Something Cognizant Knows but Indian IT Companies Do Not?
The renewed interest in Indian IT stocks in an Old News nowIn previous few insights on Indian IT, we have spoken about the renewed interest in...
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India: Information Technology Stocks Reaching Even Higher Levels, How Long Will This Last?
There is renewed interest in Indian IT names as reflected in the stock performance recently. However, we think the sector is seeing some rotational...
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