MCX: The Pieces of the Puzzle Have Fallen in Place, BUY for 32% Upside
Multi Commodity Exch India (MCX IN) is the leading commodity futures exchange in India with ~90% market share. It enjoys ~100% market share in...
411 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
457 Views
EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
425 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
465 Views
As Dollar Rebounds, EM and Europe Consensus Narrative Shaken
Overweight EM debt and the euro were two of the most consensus trades coming into the year, and I’ve been bearish - both are unravelling fast as...
112 Views