ACWI Below Our Line In The Sand: Further Weakness Expected
With the MSCI ACWI (ACWI-US) breaking below our $70 “line in the sand” support level we highlighted last week, we believe additional downside is...
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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,...
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Sector Capsule: Laundry Care in India
Headlines Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016 With increasing awareness, consumers are shifting...
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Oil Cess - Squeezing the Economy
Historically, India’s net oil subsidy was a myth after factoring taxes on petroleum products. But in the last two years, as oil prices declined...
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Sector Capsule: Sugar Confectionery in India
Headlines Sugar confectionery value sales increased by 16% in 2016, to reach INR78 billion, with volumes increasing by 11% to reach 305,000...
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