Research
Newsletters, stock research, market commentary and video courses on micro and macro indicators — all in one place, so decisions are made on evidence, not noise.
A sample of our fundamental research — full reports are available to registered clients.
Consistent deposit growth and improving asset quality make the case for a re-rating over the next four to six quarters.
Raw material cost pressures are easing; we see room for margins to normalise back toward historical averages.
Fundamentals remain sound, but current valuations leave little margin of safety; we await a better entry point.
Short video briefings about the markets and Macro Economics
From our desk, in real time.
Quick takes and market commentary as it happens — powered live by X.