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Thd: dicey macros, but the risk-reward is in a better place

iShares MSCI Thailand ETF offers coverage to less than 150 Thai stocks. The Thai economy is currently facing challenges, with lower-than-expected GDP ...

November 2, 2023, 12:24 pm

Fpis pull out ₹12,000 cr from equities in oct so far; invest ₹5,700 cr in debt

FPIs withdraw Rs 12,000cr from Indian equities due to US bond yields, Israel-Hamas conflict. In contrast, they infuse Rs 5,700cr into debt market. Glo...

October 22, 2023, 5:59 am

Gold price forecast: xau/usd hovers near $1,910 with a negative bias, focus on us macros

Investors will likely watch the macro releases such as US Consumer Confidence, Durable Goods Orders, Initial Jobless Claims and Federal Reserve’s (F...

September 26, 2023, 2:59 am

Mutual funds: edelweiss’ cio – equities on nifty, markets, earnings expectations and global macros

And, the man on the hot seat is Trideep Bhattacharya, CIO – Equities at the fund house. bl.portfolio caught up with him during his recent visit to C...

September 2, 2023, 1:14 pm

Aud/usd drops towards 0.6430 resistance-turned-support on downbeat australia inflation, us macros eyed

China concerns, consolidation for US data also weigh on Aussie pair. Read Full Story at source (may require registration) The post AUD/USD drops towar...

August 30, 2023, 2:29 am

The snowflake stock dilemma: bull vs. bear

The bull says, “Snowflake is well positioned to benefit from increasing adoption of AI across all walks of life.” The bear says, "Tough ...

June 6, 2023, 7:52 am

Foreign investors invest rs 23,152 crore into indian equities in may so far on earnings, strong macros

Going forward, FPI flows should remain robust for the rest of the month as global risks continue for some more time, Manish Jeloka, Co-head of Product...

May 14, 2023, 8:44 am

Pepsico hits "sweet spot" for apac growth, macros agree

Shares of PepsiCo NASDAQ: PEP are hovering near their all-time high prices of $195.50, as the company experienced bullish momentum in fundamentals a...

May 12, 2023, 10:29 am

Real estate macros giving weyerhaeuser management confidence

The lumber and wood products industry saw one of the most significant increases to input costs during the COVID-19 pandemic, as the price of lumber ro...

April 10, 2023, 8:35 am

Microstrategy pays off $205 million silvergate loan, buys $150 million worth of bitcoin: sec filing

macrostrategy, which is a wholly-owned subsidiary of software firm Microstrategy, has paid off a $205 m...

March 27, 2023, 2:22 pm

Watsco: good growth prospects despite challenging macros

Watsco is expected to benefit from a mix shift toward higher-value products due to various regulatory tailwinds. Margin improvement over the last few ...

February 22, 2023, 12:02 pm

Gold price forecast: xau/usd bears eye $1,810 as higher fed rate looms – confluence detector

Gold price remains below the key $1,830 support confluence as hawkish Fed bets fuel US Dollar. Upbeat US Treasury bond yields, strong US data and risk...

February 17, 2023, 5:29 am

Vgk etf: benefit from europe's position relative to the u.s. and emerging markets

When covering an ETF or any stock for that matter, it is important to look beyond only macros. Instead,...

February 15, 2023, 5:53 am

A. o. smith can continue its outperformance

The company generates 80-85% of the residential revenue from the replacement market, which is less cyclical and should limit the downside despite toug...

January 11, 2023, 4:33 pm

Tesco: macros are unsupportive

The UK's biggest grocer Tesco has seen a 28% price fall in the past year. As a defensive with growing revenues and market share, it's worth looking mo...

January 9, 2023, 11:08 pm

Apple should return to $3t soon, issues are temporary

Early in 2022, Apple became the first company to reach a $3T market cap, even though only very briefly. A range of ...

January 8, 2023, 7:36 am

Michael saylor’s microstrategy adds another 2,500 bitcoin for nearly $45m

Technology company MicroStrategy (MSTR) has added to its bitcoin stockpile, purchasing approximately 2,395 BTC for $42.8 million in cash between Nov. ...

December 28, 2022, 1:59 pm

Starbucks lowered to hold at jefferies

Starbucks SBUX, -0.31% was downgraded to hold from buy at Jefferies after the coffee retailer's 40% rally from its lows in May has the stock approachi...

December 21, 2022, 5:04 am

Algoma steel: macros aside, cannot be ignored at this level

Normalised FCF at C$100-120m which offer at least 50-60% upside to a patient investor. Not exactly a net cash balance sheet. EAF project debt is a hid...

December 14, 2022, 2:53 am

Qualcomm: recovered its post-earnings losses remarkably

Management de-risked its FY23 guidance given worsening macros, inventory digestion, and China's COVID c...

November 25, 2022, 1:51 pm


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