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Strategy | August urban CPI inflation rate will likely dip to 11-12% so we raise the probability of a 3% rate cut to 50% and name t…7 months, 1 week ago
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Strategy| ISPH IH25 results draw a demarcation line between management and macro VALU 1H25| VALU delivers robust 1H25, international expansion in foc…
7 months, 2 weeks ago
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In today's Views:
Strategy| BONY’s GLV rises to a record high EGP17.4 billion and rental income jumps 35% y/y, but transient macro dynamics underpin …7 months, 2 weeks ago
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In today's Pre-Session Views:
Strategy| Within banks, we now rank COMI as our most trusted alpha generator in 2025TMGH, ORHD 1H25| Hospitality and rec…7 months, 2 weeks ago
Pre-Session Views
In today's Pre-Session Views:
Strategy | Tailwind is building up for BONY but a share price rally is contingent on expedited monetization of WOC. Macr…7 months, 2 weeks ago