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22 Jul 2024 20:04
Mapping Indian Market Performance Around Past 10 Budgets
FM Sitharaman to present Union Budget for FY 2024-25 on July 23rd. Analysis of Sensex and Nifty movement, best and worst performing sectors on...
Sudarshan Bhandari
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 17:26
Union Budget 2024 Expectations: The Modi 3.0 Era and Its Impact on India's Economic Growth
Union Budget 2024 aims to boost job creation, rural support, and domestic manufacturing for economic growth and self-reliance, with focus on...
Nimish Maheshwari
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Cross Asset Strategy
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22 Jul 2024 09:18
Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?
I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.
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bullish
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Cross Asset Strategy
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20 Jul 2024 04:00
Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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Macroeconomics
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19 Jul 2024 19:15
HEW: Rate Cuts Not Boxed-In
UK economic data was mostly as expected, but increased services inflation tipped the balance towards a hawkish stance. The ECB maintained...
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