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...
647 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....
325 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...
320 Views
EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
655 Views
Mahindra & Mahindra (MM IN) - Flawless Execution, Strong Management Focus & Superb Outlook
​Insight on Mahindra & Mahindra's impressive 57% CAGR EPS growth, attributing success to flawless execution, strong management, and capital...
180 Views