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Mountains of Liquidity
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bullish
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Thematic (Sector/Industry)
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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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186 Views
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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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156 Views
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bullish
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Sumitomo Mitsui Financial Group
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20 Jul 2024 01:05
Rotation Continues; Bullish Outlook Intact; Buys in Global Financials, Industrials, Discretionary
Rotation Continues; Bullish Outlook Intact as $ACWI and $EEM hold above $110 and $41-42; Buys in global Financials, Industrials, and Consumer...
Vermilion Research
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356 Views
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bullish
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Thematic (Sector/Industry)
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19 Jul 2024 20:26
Japan Weekly | Political Uncertainty Drives Markets
Political uncertainty causes Nikkei to drop over 1,000 points, semiconductor sector hit hardest while small cap stocks like SanSan perform well in...
Mark Chadwick
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bearish
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Kyoto Financial Group
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19 Jul 2024 00:23
Kyoto Financial Group (5844 JP) – Limited Shareholdings Unwind, for Now
Among bigger cap Japanese banks, we are negative on Kyoto Financial as it lacks near term catalysts to accelerate its equity holdings unwind and...
Victor Galliano
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283 Views
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