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bullish
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Thematic (Sector/Industry)
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05 Nov 2024 11:30
Thematic Report: Slowdown in India's Credit Sector
RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...
Nimish Maheshwari
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39 Views
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bullish
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Quantitative Analysis
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04 Nov 2024 09:00
Screening for GEMs: November 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
Wium Malan, CFA
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99 Views
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bullish
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Thematic (Sector/Industry)
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02 Nov 2024 15:47
GEMWeekly (1 Nov 2024): China New Home Sales Growth; South Korea Macro; Alibaba, TSMC, PDD
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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308 Views
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bearish
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Cross Asset Strategy
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30 Oct 2024 18:03
BRICS Summit 2024: Not a Game Changer
The BRICS Summit fell short of expectations with little substance in the Kazan declaration, no concrete steps on new members, and doubts about...
Alex Ng
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154 Views
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bearish
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Macroeconomics
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30 Oct 2024 12:12
Macklem, Orr, Gongsheng, Ueda, Bailey, Powell, Lagarde, Nabiullina and MDIN
The MDIN, which synthesizes DM and EM central bank policy dispersion, offers insights into worldwide interest rate policy cycles.
Thomas Lam
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175 Views
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