Opinion
Interpretive views and informed opinion pieces grounded in market and macro context.
China’s Export Boom vs Weak Imports: Trade War, Domestic Struggles, and Global Outlook
Bernstein Market Outlook: Large-Caps and Low-Volatility Stocks Remain Top Picks
Fitch Affirms Adani Energy’s ‘BBB-‘ Rating, Cites Stable Outlook Despite Legal Challenges
Bank of America (BOFA) Outlook for CY25
India’s Economic Survey: Growth Outlook, Inflation, and Key Insights
Boeing Q4 Earnings: Revenue Down 31%, Core Loss Widened, Outlook Shows Slow Recovery
ITC Hotel Demerger: Key Details and Analyst Outlook
Morgan Stanley Optimistic About India’s Growth Outlook, Cites Key Factors Impacting Future Performance
S&P Outlook: India’s Financial Sector Poised for Growth with Improved Asset Quality and Strong Economic Prospects
Nomura Maintains Positive Outlook on India’s Stock Market Amid Slower Growth, Focuses on Domestic Growth Stocks
India’s 3Q GDP Slows to 5.4%, Below JP Morgan’s 6.4% Estimate; Growth Outlook Revised to 6.4%
Moody’s Affirms Ratings for Seven Adani Group Companies, Outlook Changed to Negative Amid Legal Challenges
S&P Global Downgrades Outlook on Adani Group Entities Amid Bribery Allegations
India Market Strategies: Citi’s Optimism on Valuations and Growth vs. Goldman Sachs’ Cautious Outlook, Focus on Quality Stocks, and NIFTY Targets of 25,000 and 27,000
Market Outlook: Morgan Stanley’s Bullish India Strategy & Goldman Sachs on Consumption Trends
Jefferies, CLSA, and Nomura Insights: US Election Impact, Auto Sector Outlook, and Consumption Trends in India
Bernstein & CLSA: India’s Economic Slowdown and Market Outlook Targeting 22,990 to 23,500 for Nifty
Steel Demand Outlook for 2024-2025: Global Demand to Fall by 0.9%, India Projected for 8% Growth While China Faces 3% Decline
China’s Economic Outlook: Q3 GDP Projections at 4.5% and BofA’s Global Fund Manager Survey Insights
Summary of Federal Reserve Meeting Minutes: Key Insights and Economic Outlook
