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Thematic (Sector/Industry)
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22 Jul 2024 20:04
Mapping Indian Market Performance Around Past 10 Budgets
FM Sitharaman to present Union Budget for FY 2024-25 on July 23rd. Analysis of Sensex and Nifty movement, best and worst performing sectors on...
Sudarshan Bhandari
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133 Views
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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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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 12:25
Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...
Fabricated Knowledge
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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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bullish
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SoftwareONE Holding
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22 Jul 2024 05:45
Private Equity Interest Is Back
SoftwareONE, a special situation case, shows potential for transaction above CHF 20/share with strong balance sheet and low valuation.
Jesus Rodriguez Aguilar
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