LNG: What Matters This Week? Prices Fall Further in Asia but New Projects Continue to Progress
LNG prices have dropped to a seasonal low, as we flagged in our outlook piece for this year (2019 Energy Market Themes & Stocks with Exposure:...
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India: Are PSU Stocks Better Investment in a Volatile Market and During Correction?
Since September beginning, the market has turned extremely volatile and the correction has been more than 10% in indices such as BSE SENSEX....
415 Views
India: PSUs Will Always Be the Vehicle to Push Govt Agenda, Your Fault if You Thought Otherwise!
There is a flurry of analyst downgrades in the market on stocks of Government owned Oil Companies. Alas! it has come a bit too late. After the...
458 Views
Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
455 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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