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Thematic (Sector/Industry) Insights
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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 13:27
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Broker
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...
Topline Securities
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 13:26
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Broker
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...
Topline Securities
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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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Thematic (Sector/Industry)
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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.
Nimish Maheshwari
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