Consumer (Q2FY25 Results Preview): One more soft quarter but outlook is improving
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
387 Views
Crude Oil Breaking 1.5-Year Support, Failed Breakouts on $EFA $ACWX; Still Expecting More Downside
Crude Oil Breaking Below 1.5-Year Support, Yet Another Recessionary Signal; Bearish Failed Breakouts on $EFA $ACWX; Still Expecting More Downside;...
683 Views
Expecting Downside Ahead; Stick With Defensives; Downgrading Taiwan to Market Weight; Risk-Off Signs
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples...
594 Views
Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral
Downgrading Japan TOPIX, Nikkei; Stay Defensive; Downgrading Outlook on Global Equities $ACWI $EEM to Neutral; Many Risk-Off Signals increase odds...
368 Views
# 34 India Insight: HDFC Raises FD, Adani Green 250 MW Wind Project, EQT Exits RBL
​HDFC Bank raises fixed deposit rates, Adani Green Energy expands wind project capacity, EQT exits RBL Bank causing share drop.
563 Views