Economy
We cover ~200 companies, totaling 75% of India’s Market Cap to provide insightful and meaningful market research for investment institutions across the globe. We are the mid-cap specialists.
Economy
We cover ~200 companies, totaling 75% of India’s Market Cap to provide insightful and meaningful market research for investment institutions across the globe. We are the mid-cap specialists.
27-Feb-24
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Economics Research: Despite overcapacity, China continues to grow capex
China’s growth still investment led; SOEs driving all FAI growth
Analyst :
Neelkanth Mishra, Prateek Ancha, Tanay Dalal
11-Jan-24
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Economic Research: Who will absorb the surge in supply of US Treasuries?
Shifting composition of demand for USTs: households up, Fed & banks down
Analyst :
Neelkanth Mishra, Tanay Dalal, Prateek Ancha
02-Jan-24
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Economic Research: UST 10Y Yield: Groundhog Day? Should we extrapolate?
UST 10Y rate ended 2023 where it started, but its likely impact now differs
Analyst :
Neelkanth Mishra, Tanay Dalal, Prateek Ancha