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Thematic (Sector/Industry)
Thematic (Sector/Industry) Insights

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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...

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22 Jul 2024 13:27Broker

Profitability Likely to Increase by 13% QoQ in 4QFY24; Net Revenue to Increase by 10% YoY in 4QFY24

Topline Cement Universe is expected to post profitability of Rs12.5bn in 4QFY24 against profit of Rs11.1bn in 3QFY24, up by 13% QoQ, due to...

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22 Jul 2024 13:26Broker

Pakistan Technology - FY24 IT Exports up by 24% YoY to US$3.2bn; Exports in Jun-24 up by 33% YoY

Pakistan recorded monthly IT exports of US$298mn, up by 33% YoY while declining by 10% MoM in Jun-2024. These monthly IT exports in Jun-2024 are...

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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,...

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22 Jul 2024 11:30

The Impact of the US Biosecure Act on India's Pharma Export Market

​The US Biosecure Act may shift federal sourcing from China to India, boosting the country's pharmaceutical manufacturing and global competitiveness.

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