Report Archive - Amitesh Kumar
- 03-Sep-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions:
Europe
- Authors:
Amitesh Kumar
- Products:
Datastream,
Thomson ONE Investment Management
- Keywords:
bonds,
capital markets,
earnings,
economics,
equities,
fixed income,
M&A,
valuation
- Download full report
- 20-Aug-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions:
Europe
- Authors:
Amitesh Kumar
- Products:
Datastream,
ThomsonONE.com Investment Banking
- Keywords:
bonds,
capital markets,
earnings,
economics,
equities,
fixed income,
M&A,
valuation
- Download full report
- 19-Aug-2010
American and European Technology, Basic Materials, Industrials, and Consumer sectors have the most sales exposure to China. These sectors are likely to reap the greatest benefit from RMB appreciation. While stocks exposed to China outperformed in 2009, several still trade at attractive valuations, and they could see further gains based on the effect of the RMB de-peg on their sales.
- Regions:
China,
Europe,
United States
- Authors:
Amitesh Kumar
- Products:
Datastream
- Keywords:
currency,
earnings,
foreign exchange,
revenues
- Download full report
- 06-Aug-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions:
Europe
- Authors:
Amitesh Kumar
- Products:
Datastream,
ThomsonONE.com Investment Banking
- Keywords:
bonds,
capital markets,
earnings,
economics,
equities,
fixed income,
fundamentals,
guidance,
M&A
- Download full report
- 05-Aug-2010
What does the fall in the Reuters/University of Michigan Consumer Sentiment Index indicate about consumer expectations of economic activity — especially when the possibility of the US slipping into another recession is looming large? Can survey data help forecast economic activity? Which economic measures correlate well with the survey’s results? Herein, we show how the survey data correspond to real economic variables.
- Regions:
United States
- Authors:
Amitesh Kumar
- Products:
Datastream
- Keywords:
economics,
sentiment
- Download full report
- 23-Jul-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions:
Europe
- Authors:
Amitesh Kumar
- Products:
Datastream,
Thomson ONE Investment Analyst ,
ThomsonONE.com Investment Banking
- Keywords:
bonds,
capital markets,
earnings,
economics,
equities,
fixed income,
fundamentals,
guidance,
M&A
- Download full report
- 14-Jul-2010
What is driving India’s growth story today? Which sectors are the primary contributors to robust growth in the country's industrial production? Which companies appear set to outperform in the hot sectors? Using a top-down approach, we seek to answer these questions, and generate list of company’s that appear well positioned in this environment.
- Regions:
India
- Authors:
Amitesh Kumar
- Products:
Datastream,
StarMine Professional
- Keywords:
earnings,
economics,
equities
- Download full report
- 09-Jul-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions:
Europe
- Authors:
Amitesh Kumar
- Products:
Datastream,
ThomsonONE.com Investment Banking
- Keywords:
bonds,
capital markets,
earnings,
economics,
equities,
fixed income,
fundamentals,
M&A
- Download full report
- 25-Jun-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions:
Europe
- Authors:
Amitesh Kumar
- Products:
Datastream,
ThomsonONE.com Investment Banking
- Keywords:
bonds,
capital markets,
earnings,
economics,
equities,
fixed income,
interest rates,
M&A,
valuation
- Download full report
- 11-Jun-2010
Europe Market Commentary, published fortnightly, recaps and reviews recent European economic and financial markets action. It compiles the latest data and cross-content insights of Thomson Reuters' market experts, highlighting key activity of the previous two weeks, and previewing noteworthy developments for the coming fortnight - for corporate earnings estimates, economic data, fixed income analysis, M&A, private equity, director dealings, market valuation metrics, and more.
- Regions:
Europe
- Authors:
Amitesh Kumar
- Products:
Datastream,
Thomson ONE Investment Analyst ,
ThomsonONE.com Investment Banking
- Keywords:
bonds,
capital markets,
earnings,
economics,
equities,
fixed income,
M&A
- Download full report
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