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Insights on Vietnam

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bearishMacroeconomics
18 Apr 2025 17:31

Pretexts, My Dear Boy, Pretexts

Do we need to distinguish between shocks and pretexts to better navigate the current environment of heightened uncertainty?

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17 Apr 2025 18:37Exchange-sponsored

Smartkarma Webinar | ASEAN Markets Outlook: Drivers, Policies & Risks in 2025

In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Manishi...

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17 Apr 2025 10:30

#134 India Insight: Tata Sons Taps TCS Div, Delhivery’s ₹5k Cr Ecom Bet, Adani’s Assam Push

​Tata Sons to reinvest TCS dividends for growth, Delhivery acquires Ecom Express for expansion, Adani Group plans major investments in Assam for...

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bullishMacroeconomics
17 Apr 2025 09:56Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 April 2025

Japan faces GDP downgrades and a strong yen, but labour shortages support domestic resilience. U.S. reindustrialization plans clash with tight...

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16 Apr 2025 19:20

Chartered Insights: Understanding India's Current Valuation Amidst Market Correction

​India's P/E ratio correction presents a buying opportunity with strong earnings growth potential and attractive valuations.

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