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Thematic (Sector/Industry)
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24 Dec 2024 11:30
Thematic Report: India- World’s Next Hotspot for Premium Brands
India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...
Nimish Maheshwari
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102 Views
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bullish
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Thematic (Sector/Industry)
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24 Dec 2024 01:02
#73 India Insight: Iron Ore Taxed, Waaree’s 2000 Cr Investments in EV Batteries, Adani’s Acquisition
Karnataka's mineral tax may impact iron ore miners and steel industry, L&T's ₹10,000 crore defense order showcases strength, Waaree Energies...
Sudarshan Bhandari
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202 Views
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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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302 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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262 Views
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bullish
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Thematic (Sector/Industry)
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22 Dec 2024 07:30
APAC Healthcare Weekly (Dec 22)- Mesoblast, Celltrion, Peptidream, Astellas, Hansoh, Lupin
Mesoblast got FDA approval for its first drug, while Betta Pharma, Celltrion, and Lupin also received some major FDA approvals. Pharma companies...
Tina Banerjee
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366 Views
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