Nov 19, 2025 11:23 am
• UK fiscal inconsistency pushes gilt yields higher and sterling lower • Elements of the US president’s popularity base begin to peel away • Protest participation is approaching levels where institutional actors start exhibiting a shift in behaviour • US data blackout impairs monetary policy visibility and raises policy error risk • Nvidia, major retailers,…
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Nov 18, 2025 6:33 am
• Indian Inc.’s Q2FY26 earnings better than expected so far; Earnings growth likely to pick up in H2FY26. • Midcap valuations have eased from September 2024 peak; their earnings growth relatively strong. • Protest participation is approaching levels where institutional actors start exhibiting a shift in behaviour • Long-term fundamentals for Gold and Silver remain…
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Nov 11, 2025 12:00 am
Global Growth on Track… In the absence of hard US economic data, conviction about global economic growth remains elusive. Yet, as we noted last week, there are signs that global growth is trending in a positive direction. The latest US ISM Services survey came in marginally stronger than expected, providing a sharp contrast to the…
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Nov 6, 2025 12:00 am
Markets ended October in buoyant form, supported by improving growth data and a subtle but discernible easing in global monetary conditions. With inflation broadly contained and policy rhetoric turning less hawkish, investors regained confidence that central banks can now balance growth and price stability. Corporate earnings surprised to the upside in several regions, while liquidity…
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