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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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113 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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Cross Asset Strategy
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22 Jul 2024 12:29
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Podcast
EM Fixed Income: Goldilocks and the US election
In summary, despite some fluctuations in EM currencies and rates markets, there is little evidence to suggest that the upcoming US election is...
At Any Rate
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Thematic (Sector/Industry)
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22 Jul 2024 11:30
The Impact of the US Biosecure Act on India's Pharma Export Market
The US Biosecure Act may shift federal sourcing from China to India, boosting the country's pharmaceutical manufacturing and global competitiveness.
Nimish Maheshwari
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218 Views
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bullish
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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.
Steno Research
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