Equity market

Why investors should look at Indian assets
99
Insights Paper 6.04.2021 Why investors should look at Indian assets
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Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices

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2021-03-CA-slider-global-views
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Monthly Cross Asset 3.03.2021 All bubbles are not equal
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Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some.

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2021-03-CA-slider-thematic-3
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Monthly Cross Asset 3.03.2021 Q4 earnings season: an impressive resilience that supports our pro-cyc...
29

Given the context, Q4 2020 corporate earnings proved resilient.

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2021-02-Cross Asset-Slider
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Monthly Cross Asset 2.02.2021 2021 investment case in equities and how Japan fits into it
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Although the global recovery began to be priced in last year

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2021-01-IV-brexit deal-1280x400
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Investment Talks 5.01.2021 A thin and last-minute Brexit deal should give temporary relief to UK ...
37

The deal: the core of the deal is a zero-tariff/zero-quota free trade agreement for goods, but trade will be affected by new non-tariff barriers such as customs...

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Monthly Cross Asset 1.12.2020 Q3 2020 reporting season surprised on the positive side
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Q3 2020 reporting season surprised on the positive side

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Monthly Cross Asset 1.12.2020 Big Tech at the crossroads...
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Big Tech’s stock market performance has become more hesitant.

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Working Paper 2.11.2020 Corporate ESG News and The Stock Market
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Corporate ESG News and The Stock Market

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Monthly Cross Asset 3.09.2020 An earnings season better than expected but the valuation issue has no...
19

There was a substantial decline in Q2 earnings but they turned out to be better than expected

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