Global Metals and Mining: Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
189 Views
Vedanta Now Caught Up With Peers - A Different Skew Ahead
VEDL has been a rocket the last several months. And it still "owes" dividends of ~Rs 24/share to its shareholders. HZL results were salutary, but...
307 Views
U.S. Equity Strategy: Testing Key Resistance; Downgrading Health Care
The S&P 500, Nasdaq 100 (QQQ), and Russell 2000 (IWM) have all rallied to logical resistance; a break above their respective resistance levels...
283 Views
Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
221 Views
Vedanta Soars Beyond Indicative Open Offer Level. Not Expensive
VEDL is STILL cheap to peers relative, on a stub basis, on a fundamental basis using current or forward EV/consensus EBIT or EBITDA. We await the...
424 Views