Section
India
588 posts
Emerging-Market Equities: A Brief History of Volatility and Recovery
Could heightened uncertainty driven by the Middle East conflict lead to strong return potential?
AGF's David Stonehouse: A Narrower Path Forward for Markets
As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
India: The Reset That Strengthened the Case
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways After a year of overheated valuations and…
From Rust to Rocket Fuel: ArcelorMittal’s 10-Year Breakout Signals a Global Steel Revival
by SIACharts.com Shares of ArcelorMittal SA ADR (MT) have been marching higher, with performance now standing at 13.73%…
India’s Headlines Got Worse. The Investment Case Got Better.
by Christopher Gannatti, CFA, Global Head of Research, & Ayush Babel, Director, Quantitative Research, WisdomTree Key Takeaways Despite…
Midway Through 2025, WisdomTree Says It’s Time to Tune Out the Noise and Get Back to Basics
With so many headlines flying around—wars, tariffs, political drama—it’d be easy to lose track of what really matters.…
"Surreal" Market Signals and the Road Ahead: Gundlach's Mid-Year Macro Dissection
Jeffrey Gundlach, the ever-skeptical maestro of macro at DoubleLine Capital, titled his June 10, 2025 webcast1 "Surreal"—a fitting…
India's AI Gambit: The Tech-tonic Shift That Could Reshape Asia's Digital Order
Can the World's Third Most Digitalized Nation Leap from DPI Dominance to AI Leadership? India stands at an…
Central banks are treading carefully
by Invesco Global Market Strategy Office Key takeaways US-China tariffs - Markets are taking a significant de-escalation of…
The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter
Listen on The Move The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding…
India Breaks Away From the Pack: The Only Major Market Rising While Global Equities Sink
by SIACharts.com In the latest monthly performance of global ETFs, India clearly stood out as the top performer,…
From Oversold to Overachiever: WNS Breaks Out With a 10/10 Score
by SIACharts.com Shares of WNS Holdings have once again percolated to the top of the SIA International ADR…
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
As global economies diverge, where are the investment opportunities?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Interest rates - While the Bank of Canada…