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bearish
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Cross Asset Strategy
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23 Dec 2024 14:49
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Podcast
EM Fixed Income: 'Tis the Season for Volatility
The EM Dollar Credit Market is showing divergence, with lessons learned for 2025 emphasizing the importance of politics in emerging markets over...
At Any Rate
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104 Views
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bullish
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Thematic (Sector/Industry)
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23 Dec 2024 11:30
Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story
India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .
Nimish Maheshwari
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130 Views
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bearish
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Cross Asset Strategy
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23 Dec 2024 08:00
Equity Return Expectations Under An Alien Invasion
Our study of an alien invasion opens the door to discussing return studies. Standard assumptions about returns to bonds and equity risk premiums...
Cam Hui
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137 Views
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bullish
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Thematic (Sector/Industry)
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21 Dec 2024 11:30
Global Oil Market 2025: US, OPEC+ and Much More..
Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...
Nimish Maheshwari
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398 Views
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bullish
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Thematic (Sector/Industry)
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20 Dec 2024 11:30
Impact of Bringing Natural Gas Under GST
Proposed inclusion of natural gas in GST at 18% could enhance cost efficiency, competitiveness, and industry growth due to higher demand.
Nimish Maheshwari
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427 Views
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