Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Commodities Update Key questions and answers on the oil product shock Gasoline and diesel prices decoupled from crude in July amid ongoing conflicts in the Middle East and Russia, limiting any relief from lower crude prices. This Update answers key questions on refined... 13th August 2026 · 5 mins read Commodities Update Key factors to watch if/when the Strait re-reopens With reports suggesting that a deal to reopen the Strait of Hormuz again is “imminent”, this Update revisits analysis from June and outlines five key factors to watch over the coming weeks and months. 5th August 2026 · 5 mins read Global Economics Update Who is most exposed to an AI earnings bust? An AI earnings bust need not be synonymous with a macroeconomic bust. Some scenarios – such as falling AI prices or higher input costs – would mainly redistribute income between AI producers and users... 5th August 2026 · 3 mins read Equities Update Indian equities to outperform amidst global AI sell-off We think that strong fundamentals and India’s lower exposure than many to AI stocks will lead the MSCI India to outperform all other markets over the next 18 months. 3rd August 2026 · 4 mins read Pagination Previous Page 1 Page 2 Current page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
Commodities Update Key questions and answers on the oil product shock Gasoline and diesel prices decoupled from crude in July amid ongoing conflicts in the Middle East and Russia, limiting any relief from lower crude prices. This Update answers key questions on refined... 13th August 2026 · 5 mins read
Commodities Update Key factors to watch if/when the Strait re-reopens With reports suggesting that a deal to reopen the Strait of Hormuz again is “imminent”, this Update revisits analysis from June and outlines five key factors to watch over the coming weeks and months. 5th August 2026 · 5 mins read
Global Economics Update Who is most exposed to an AI earnings bust? An AI earnings bust need not be synonymous with a macroeconomic bust. Some scenarios – such as falling AI prices or higher input costs – would mainly redistribute income between AI producers and users... 5th August 2026 · 3 mins read
Equities Update Indian equities to outperform amidst global AI sell-off We think that strong fundamentals and India’s lower exposure than many to AI stocks will lead the MSCI India to outperform all other markets over the next 18 months. 3rd August 2026 · 4 mins read
