# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans
Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 23 Aug 2024
The U.S. released revised non-farm payroll figures, with significant job cuts expected, but the fiscal deficit continues to grow, raising concerns...
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Macro/Rates Watch: When the entire foundation rests on liquidity
What a July we’ve had. The G3 central banks have now received plenty of labor market data that justifies cutting rates fairly aggressively. In our...
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No Alarm From Global Cycle
Broad increases in the flash services PMIs reinforced the signal that global activity remains resilient enough not to require forceful monetary...
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BBW: 2Q Preview: Remaining Conservative; Reiterate Buy, PT
We are reiterating our Buy rating and $41 price target and FY24 and FY25 EPS projections, but further back-end loading our FY24 quarterly...
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