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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Nov 4, 2025 5:47 am
• Global growth appears to be accelerating (absent US government data) • Inflation risk will likely keep the Fed on its toes • Asia’s equity markets are no longer the satellites — they are the new poles of confidence • China now stands toe-to-toe with the United States in economic and strategic heft • Japan’s…
Read MoreRegistered Office: 1401,Tower 2, 14th floor, One International Center, Senapati Bapat Marg, Elphinstone Road, Mumbai 400013 Contact number: +91 22 61779500 | CIN: U74140MH2015PTC264932
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