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bullish
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Macroeconomics
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24 Aug 2024 00:00
HEW: Pushback to Inconsistent Pricing
Resilient activity data does not align with tight policy rates, suggesting deep cuts may not be necessary. Despite the resilience and loosening...
Phil Rush
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216 Views
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bullish
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Thematic (Sector/Industry)
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23 Aug 2024 19:28
# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans
Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.
Sudarshan Bhandari
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322 Views
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bullish
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Macroeconomics
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22 Aug 2024 23:45
No Alarm From Global Cycle
Broad increases in the flash services PMIs reinforced the signal that global activity remains resilient enough not to require forceful monetary...
Phil Rush
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211 Views
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bullish
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Macroeconomics
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20 Aug 2024 21:30
EA Inflation is Awkwardly Strong
The final EA inflation print broadly confirmed the flash release’s surprise rise to 2.58% in July, with services only slowing to 4%. Median rates...
Phil Rush
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141 Views
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bullish
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Thematic (Sector/Industry)
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20 Aug 2024 03:26
# 48 India Insight: Cabinet INR 33,700 Project, Adani Power Acquire Reliance Power, Hero Tax Notice
Indian government approves major infrastructure project, Adani Power eyes acquisition, Hero MotoCorp hit with tax notice.
Sudarshan Bhandari
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279 Views
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