Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
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Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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Big Bang Reforms, Support for Consumers & Flexible Labour to Boost India
Unlike most of the world, India has not undertaken a fiscal spending binge to counter its Covid-induced downturn. Instead, while keeping its fiscal...
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Vedanta Iron & Steel: A Small Listed Vehicle with a Large Integration Story
​Vedanta Iron & Steel, a standalone entity post-demerger, focuses on iron ore capacity expansion, value-added steel, and maintaining financial...
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