Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities
The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization....
202 Views
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
632 Views
Pre-Budget: Marginal Room for Stimulus
On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure...
581 Views
Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?
In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...
228 Views
Still Too Many Stale Bulls on India, as Structural Risks Deepen - 11th Jan 2017
The value vs. momentum factor divergence was 17 percentage points in EM last year - India as a highly-rated, defensive market was always likely to...
338 Views