Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macro and Geopolitical Research House

Head of Research, Steno Research

Emil Moller

Head of Research

Macroeconomics

<ul>
<li>Indian economy remains resilient and keeps expanding while clouds are gathering ROW</li>
<li>Equities in India are rich for a reason and corporate balance sheets look solid</li>
<li>We feel more comfortable being exposed to rates than cashflow due to outlook and valuation</li>
</ul>


Indian economy remains resilient and keeps expanding while clouds are gathering ROW
Equities in India are rich for a reason and corporate balance sheets look solid
We feel more comfortable being exposed to rates than cashflow due to outlook and valuation


EM by EM #8 The Indian Elephant in the Room- Will It Keep Holding Up?