Key Supports Holding Strong; 10-Year Treasury Yield Below Key Resistance; Buys in Non-Defensives
We remain constructive on global equities as long as $ACWI remains above $93 (1+ year base support). 10-year Treasury yield $TNX holding below 4.3...
553 Views
Coforge Placement - US$900m Cleanup, Well Flagged but the Stock Is Toppish
Baring aims to raise around US$900m by selling its remaining 26.6% stake in Coforge (COFORGE IN) . In this note, we talk about the deal dynamics...
667 Views
10-Yr Treasury Yield and DXY at Key Inflection Points; $ACWI Testing $93; Energy/HC/Tech/CD Buys
Test of Key Supports: $93 on $ACWI, $47.50 on $ACWX, $70 on $EFA, 4200 on EURO $STOXX 50. As long as 10-Yr Treasury Yield $TNX and $DXY remain...
705 Views
IT Sector Update: Recovery ahead
The current disconnect between the growth in bookings and soft revenue growth is largely due to the impact on discretionary service
268 Views
GEMWeekly (14 Jul 2023): China, South Korea Macro; Alibaba, Ant, JD.com, Baidu, Foxconn, TSMC, Wipro
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
469 Views