Topdown ChartsOct 12, 20182 min readWeekly Macro Themes - 12 Oct 2018Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Callum ThomasMay 24, 20182 min readWhat the EPS? India Earnings OutlookHere's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
Callum ThomasAug 7, 20171 min readChartBrief 127 - India cuts interest rates, what's next?Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...
Topdown ChartsApr 7, 20171 min readWeekly Macro Themes - 7 Apr 2017Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Callum ThomasDec 2, 20161 min readWeekly Macro Themes - 2 December 2016Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Trackers - the Leader and the Follower:...