U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities
Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index’s footsteps by breaking to new highs. This is bullish and...
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India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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India Autos | Auto Tracker for May - Personal Transport Preference Increasing
Building on our earlier insight India Autos | Monthly Auto Tracker for April that tracks regular and alternative data, this month's data clearly...
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Alternative Data | India Consumer Tracker - Rural India to Lead Growth
This tracker provides important data points released for the month of April / May 2020. For more information on the data tracker please refer to...
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