#28 India Insight: ONGC INR 2 Crore Investment, Jupiter Wagons QIP, Indian Defence Exports Surged
​ONGC plans massive investment for net-zero emissions, Jupiter Wagons shares drop after QIP, India's defence exports surge 32.5% in FY24.
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Indian IT Services: Where Are We in the Growth Cycle?
In this insight, we analyse the long-term growth trends, operating margins, and current valuation levels of Tata Consultancy Services, Infosys, HCL...
426 Views
GEMWeekly (12 Apr 2024): South Korea, China Macro; Wipro, TSMC, Samsung Electronics, NetEase
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
590 Views
Pause/Pullback Underway; Downgrading Europe and Mexico; Buys in Services, Tech, Comm, Healthcare
Pause/pullback underway in $ACWI, but as long as the $DXY remains below $106, the 10-year Treasury yield remains below 4.35%, and $ACWI is above...
633 Views
Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
734 Views