Brief Multi-Strategy: NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas and more
In this briefing: NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas CX Daily: How the Iran War Set Off a Global Scramble for Strategic Metals You’re Not Long Copper: The Exposure Is Not What You Thought It Was We Can’t Expect Companies that Can't Disclose Cash Allocation This Year to Do so Starting Next Year Asian Equities: Market Movements Reflect Macro Risks 1. NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas, HDFC Bank, InterGlobe Aviation, State Bank of India, Eternal. 2. CX Daily: How the Iran War Set Off a Global Scramble for Strategic Metals In Depth: How the Iran War Set Off a Global Scramble for Strategic Metals Ant Group Completes Takeover of Hong Kong Broker China Steps Up Tax Law Reforms to Strengthen Local Finances BOC Hong Kong Pushes Digital Yuan Wallet Upgrade After Policy Shift 3.