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Brief India: Chemicals (Q3FY26 Results Preview): Subdued growth, weak exports and more
In this briefing: Chemicals (Q3FY26 Results Preview): Subdued growth, weak exports Infosys Ltd. - Growth Momentum Intact; Revenue Visibility in FY27 Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders EM Fixed Income: Sticking to the knitting Exencial Industry Tidings 1. Chemicals (Q3FY26 Results Preview): Subdued growth, weak exports Revenue for our coverage universe is likely to change by +2.2% QoQ EBITDA is expected to change by +3.7% QoQ Exports to MNC agrochemical and pharmaceuticals increased sequentially Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Infosys Ltd. - Growth Momentum Intact; Revenue Visibility in FY27 Demand Outlook: Management noted that geopolitical uncertainty and tariff negotiations are impacting sectors such as manufacturing, retail, CPG, and communications. However, the company does not foresee any major improvement in the macro environment in the near term.
cityfalcon.com·2mo ago
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Brief India: Infosys Ltd. - Growth Momentum Intact; Revenue Visibility in FY27 and more
In this briefing: Infosys Ltd. - Growth Momentum Intact; Revenue Visibility in FY27 Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders EM Fixed Income: Sticking to the knitting Exencial Industry Tidings The Global Footprint of the IEdge Singapore Next 50 1. Infosys Ltd. - Growth Momentum Intact; Revenue Visibility in FY27 Demand Outlook: Management noted that geopolitical uncertainty and tariff negotiations are impacting sectors such as manufacturing, retail, CPG, and communications. However, the company does not foresee any major improvement in the macro environment in the near term. Deal Wins/Pipeline: Infosys secured $4.8 Bn in large deals, with 57% being net new. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders Global Capability Centres and startups propel India’s flexible workspace sector toward 186 million square feet by 2030, reflecting a robust 13.7% CAGR .
cityfalcon.com·2mo ago
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Brief India: Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders and more
In this briefing: Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders EM Fixed Income: Sticking to the knitting Exencial Industry Tidings The Global Footprint of the IEdge Singapore Next 50 Lucror Analytics - Morning Views Asia 1. Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders Global Capability Centres and startups propel India’s flexible workspace sector toward 186 million square feet by 2030, reflecting a robust 13.7% CAGR . Leaders compete through distinct models ranging from WeWork India Management Ltd (1690124D IN) premium branding, Smartworks Coworking Spaces (SMARTWOR IN) scale, Awfis Space Solutions (AWFIS IN) asset-light managed aggregation strategy. Analysts must monitor critical metrics like occupancy, average seat price, and fleet expansion to see which players best capture India’s widening demand-supply gap 2. EM Fixed Income: Sticking to the knitting Focus on key global economic drivers in EM markets Headlines such as political flashpoints and Fed independence may not have significant impact on global economic outlook Favorable macroeconomic environment supporting EM currencies, high yield local bonds, and growth forecasts This content is sourced through publicly available sources and has been machine generated.
cityfalcon.com·3mo ago
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Brief Multi-Strategy: Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders and more
In this briefing: Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders Dongwon Group: Getting Ready to Bid for Controlling Stake in HMM + New Arctic/Greenland Sea Routes? EM Fixed Income: Sticking to the knitting Global Rates: 2026 Global government issuance outlook Exencial Industry Tidings 1. Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders Global Capability Centres and startups propel India’s flexible workspace sector toward 186 million square feet by 2030, reflecting a robust 13.7% CAGR . Leaders compete through distinct models ranging from WeWork India Management Ltd (1690124D IN) premium branding, Smartworks Coworking Spaces (SMARTWOR IN) scale, Awfis Space Solutions (AWFIS IN) asset-light managed aggregation strategy. Analysts must monitor critical metrics like occupancy, average seat price, and fleet expansion to see which players best capture India’s widening demand-supply gap 2. Dongwon Group: Getting Ready to Bid for Controlling Stake in HMM + New Arctic/Greenland Sea Routes?
cityfalcon.com·3mo ago
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Brief Multi-Strategy: EM Fixed Income: Sticking to the knitting and more
In this briefing: EM Fixed Income: Sticking to the knitting Global Rates: 2026 Global government issuance outlook Exencial Industry Tidings Lower US-China Stress in 2026, but Currency Tensions Could Easily Return The Global Footprint of the IEdge Singapore Next 50 1. EM Fixed Income: Sticking to the knitting Focus on key global economic drivers in EM markets Headlines such as political flashpoints and Fed independence may not have significant impact on global economic outlook Favorable macroeconomic environment supporting EM currencies, high yield local bonds, and growth forecasts This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. 2. Global Rates: 2026 Global government issuance outlook Forecasting a decline of approximately 13% in net issuance of conventional government bonds in 2026, driven mostly by the US Treasury. DMOs in the euro area, Japan, and the UK are reducing reliance on long-end issuance, with the US expected to follow suit.
cityfalcon.com·3mo ago
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