EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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Vedanta: Reaching The End Game
The prospective Vedanta Resources (VED LN) Delisting Offer for its subsidiary Vedanta Ltd (VEDL IN) is nearing its end-game. In my last insight...
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Big Bang Reforms, Support for Consumers & Flexible Labour to Boost India
Unlike most of the world, India has not undertaken a fiscal spending binge to counter its Covid-induced downturn. Instead, while keeping its fiscal...
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COVID-19 : Intermediate Respite for Some Businesses
The COVID-19 crisis in India is surmounting as the number of tests and positive cases each day are reaching new highs while the peak has not...
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