Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
451 Views
Nifty Impulse Sell Signals with Macro Risk
In our recent Nifty insight Buy Nifty Weakness but Watch Out Overhead , we outlined that the Nifty was due to reach for a minor new high but to...
496 Views
EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
544 Views
Muthoot Finance – Top ROA Lender, with 116 Tons of Gold!
India’s non-banking finance company (NBFC), Muthoot Finance (MUTH IN; "MTF"), lends against gold, arguably the best collateral of all. Its gold...
702 Views
EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
1k Views