Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
186 Views
Raining Cats and Dogs - July 16
In our June newsletter, we had highlighted that uncertainty over Brexit vote and FOMC meet would induce stock market volatility, and the ensuing...
245 Views
INDIA: Downside Risk to Rupee as Trade Data Remain Weak
After 18 months of consistent decline, exports recorded a marginal uptrend in June 2016 while the rate of decline in imports slowed. Exports grew...
176 Views
Looking for Yield? India Office Property Offers 10%; Sector on an Uptick; REIT Listings Next Trigger
The commercial office property market in India is showing good signs of revival since last year Demand indicators as seen through the leasing...
307 Views
NSE Nifty 50 Index: Bull Market Confirmation
Technical Analysis View: The June quarter end close completed a bullish LT reversal pattern confirming the likely end of the 2015/2016 correction....
172 Views