bullish

India: Diwali Bonus

Sharmila has highlighted this Insight as a Top Pick
186 Views02 Nov 2024 01:51
Since our tactical short on the BSE Sensex on 24 September, the index has dropped 7.5%. This dip presents a buying opportunity, as India remains a strong multi-year growth story.
What is covered in the Full Insight:
  • Introduction to Tactical Short on BSE Sensex
  • Strategic Outlook on Indian Equities and Bonds
  • Corporate Profit Cycle and Bank Strength
  • Private Credit and Capital Pricing
  • Impact of Structural Reforms on Growth
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Full Insight
(Paid Plans Only, 4-minute read)
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Sharmila Whelan
Global Macro Strategist
Westbourne Research Services
Multi-AssetCross Asset StrategyMacroeconomics
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