Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
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Thematic Report: India's Capex Growth Ambitions Vs. Reality
India's capital expenditure is slowing down due to elections, prompting the government to aim for 50.5% growth in the second half of FY25 to make...
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Pakistan Economy: Nov 2024 CPI Expected Between 4.5-5.0% YoY
Pakistan's Consumer Price Index (CPI) for Nov 2024 is expected to clocked in at 4.5-5.0% YoY (+0.4% MoM), taking 5MFY25 average to 7.91% compared...
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Pakistan Technology: Oct-24 IT Exports up by 39% YoY to US$330mn; 4MFY25 exports up by 35% YoY
Pakistan recorded monthly IT exports of US$330mn, up by 39% YoY and by 13% MoM in Oct-2024. These monthly IT exports in Oct-2024 are higher...
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Asian Equities: In Search of Earnings Estimate Uptrends
Earnings estimate trajectory, especially "earnings inflection," are key drivers of share price in Asian markets. We see potential uptrends in...
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