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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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35 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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108 Views
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bullish
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Cross Asset Strategy
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20 Jul 2024 04:00
Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
Steno Research
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8 Views
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bearish
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Macroeconomics
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19 Jul 2024 08:52
Almost Half of Global GDP Tracking Unevenly
My G3 nowcasts hint at uneven headline GDP growth prospects across the United States, Euro Area and Japan through 3Q 2024.
Thomas Lam
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197 Views
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bullish
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Thematic (Sector/Industry)
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19 Jul 2024 01:40
# 31 India Insight: Tata Power Investment, Zee Fund Raise, India Defence Indigenous Components
Tata Power invests INR 20,000 crore in renewables, Zee Entertainment raises $239 million, India approves INR 70,000 crore warship order with...
Sudarshan Bhandari
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