Marketnomix Insights : India Outlook
Growth outlook remains tilted to the downside. Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...
472 Views
Bleak Future for Consumer Staples
The Index of Industrial Production (IIP) for October 2016 was announced on the evening of December 9, 2016. As against the consensus expectation of...
1.1k Views
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
246 Views
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
183 Views
ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
182 Views