EPI

PIN: A Defensive Play On India's Post-Budget Blues

India's updated Budget has roiled equity markets. But the fundamental long-term investment case remains intact. In the face of near-term valuation pressure, Invesco's India ETF stands out. The fund has a quality/yield-focused screen and an exclusive focus on large caps.

Battle Of Humanoid Robots And Robotaxis Vs. Electric Vehicles, Trump Rumor To Drive Bitcoin To The Moon

Tesla will release earnings after the close today. The battle of humanoid robots and robotaxis vs. Electric vehicles will be the major determinant of the stock after Tesla’s earnings release. Money flows are positive in Tesla Inc (NASDAQ:TSLA) in the early trade. 25% of S&P 500 companies are reporting earnings this week.

Weekly Report: what happened at EPI last week (0715-0719)?

Rising Costs And Gloomier Prospects Cast Shadow Over Emerging Market Outlook

Emerging market economic growth was sustained at a solid pace in June, despite easing from the one-year high seen in May. The expansion was led by manufacturing as service sector growth slowed. Manufacturing production rose at the fastest pace since November 2020. Input price inflation climbed to a ten-month-high, driven by rising costs.

Weekly Report: what happened at EPI last week (0708-0712)?

Emerging Markets Show Resilience Despite Global Monetary Tightening

IMF: Emerging Markets Show Resilience Despite Global Monetary Tightening. Capital flows into emerging markets have recovered from a post-pandemic low. The US accounted for 41 percent of global gross inflows in 2017-19. The IMF says emerging markets must double down on improvements in macroeconomic frameworks.

Taking A Page Out Of The EM Playbook

IIF: Among The Fastest Horses In The Indian Race

Morgan Stanley-managed India Investment Fund (IIF) is on track for another great year. New thematic bets position the fund for future growth. For pure total return potential, it's hard to look beyond IIF. IIF is among the best risk/reward plays on India.