Demonetisation: Update From the South
On my second trip to India after demonetisation I expected to undergo the same hardship as my earlier trip in December. The only consolation was...
681 Views
Still Too Many Stale Bulls on India, as Structural Risks Deepen - 11th Jan 2017
The value vs. momentum factor divergence was 17 percentage points in EM last year - India as a highly-rated, defensive market was always likely to...
414 Views
Pakistan Market Outlook 2017
Pakistan market is expected to continue its uptrend in 2017 given tangible gains from China Pakistan Economic Corridor (CPEC) projects and rising...
491 Views
Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
1.1k Views
U.S. Steel Makers to Benefit From Trump Stimulus but Market Draws Long Bow With Optimism for Miners
After an initial tantrum, the market is now upbeat at the prospect of a Trump presidency, particularly for commodities and commodity producers....
330 Views