Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
226 Views
Sensex June21 Index Rebalance Preview: Deletion Almost Certain; Addition a Wild Card for Now
ONGC is an almost certain deletion at the Sensex review in June. The inclusion at the current time is Wipro, but Tata Steel could be included if it...
454 Views
Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
206 Views
Sensex Index Rebalance Preview: Take Profit on Strong Outperformance
With the review period for the Sensex almost complete, we still see DRRD as a high probability inclusion and ONGC as a deletion. With DRRD...
327 Views
Vedanta : More Fuel For The Fire
Several days ago it was noted in the media that Vedanta Resources (VED LN) affiliates were looking to borrow an additional US
377 Views