Opinion
Interpretive views and informed opinion pieces grounded in market and macro context.
India’s August Economic Report: Public Expenditure Boost, Rural Demand Growth, Inflation Outlook, and Impact of Uneven Rainfall on Farm Output
Investec and Citi Issue Bearish Outlook on Samvardhana Motherson: Price Targets Set at Rs 195 and Rs 105
NIO Reports Record Q2 2024 Deliveries and Improved Margins, Sets Positive Outlook for Q3
NVIDIA Q2 Earnings: Analyst Reactions and Outlook Amid Blackwell GPU Delays
Kotak Institutional Equities Reports Positive Outlook for Corporate India: No New Signs of Stress Amid Deleveraging
India Central Bank’s August MPC Minutes: Inflation Trends, Policy Stance, and Economic Outlook
Impact of Recent Protests on Bangladesh’s Credit Ratings and Economic Outlook
Moody’s analysis of the Indian budget indicates that the fiscal deficit is projected to reach 4.5% of GDP by the next fiscal year
India’s Wholesale Prices Rise by 3.36% in June: Analysis and Forecast Comparison
RBI Maintains Key Interest Rates at 6.50% and Provides Economic Outlook
India’s Services Sector Slows Amidst Robust Exports and Job Growth: A Detailed Analysis of May’s Economic Trends
Federal Reserve Chair Jerome Powell’s Outlook on U.S. Inflation and Monetary Policy: Insights and Caution
India Upgraded to ‘Overweight’ by Citigroup Analysts, China Downgraded: Full Market Analysis
Goldman Sachs Analysis: Tesla’s FSD Rollout in China Faces Challenges and Opportunities, with $175 Price Target
Bernstein Upgrades Apple $AAPL to ‘Outperform’ with Bullish Outlook on iPhone 16 Cycle and China Resilience
CITI Upgrades Shopify Rating to Buy Amid Positive Growth Outlook
Mark Zuckerberg’s Strategic Stock Divestment: A Comprehensive Analysis of $106M in Meta Platforms, Inc. Shares Sold in February and March 2024
Meta’s Revenue Outlook Miss Sends Stock Plummeting 19% in After-Hours Trading
Google Diversifies Chip-Making with Axion: From YouTube Ads to Big Data Analysis
Quarter 2’24: Wells Fargo’s Investment Outlook and Top Picks
