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bullish
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Thematic (Sector/Industry)
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02 Jul 2024 18:17
#22 India Insight: Increase in Windfall Tax on Crude Oil, L&T Offshore Order, M&M Volume Rise
Government increases windfall tax on crude oil, Larsen & Turbo wins Rs. 2,500 crore offshore order from ONGC, Mahindra & Mahindra sees 11% YoY...
Sudarshan Bhandari
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181 Views
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bullish
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Macroeconomics
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02 Jul 2024 09:36
Energy Cable: Increases in freight rates not transferring into goods inflation (for now)
Greetings from Copenhagen! We’ll take a look at freight rates, copper, and crude from an inflation angle. But before we do that, let’s have a...
Steno Research
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185 Views
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bullish
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Thematic (Sector/Industry)
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01 Jul 2024 23:21
#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise
Delays in GAIL's gas pipeline, Tata Steel UK legal action, and IREDA's potential to unlock renewable energy debt market.
Sudarshan Bhandari
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234 Views
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bullish
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Macroeconomics
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01 Jul 2024 10:16
Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
Steno Research
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bullish
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Thematic (Sector/Industry)
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28 Jun 2024 22:14
#20 India Insight: Ultratech Cement Acquisition, India's Bond in JP Morgan, Ather Energy Investment
Major investments in manufacturing and infrastructure sectors in India, with Ather Energy and UltraTech Cement leading the way, while India's...
Sudarshan Bhandari
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388 Views
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