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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1131 followers
Created: 2025-07-23 06:19:11 UTC


20250722-Bernstein-Asia Quant Strategy & Asia Semis & Internet：Asia Tech Strategy，With rate_cuts alr#AsiaTech #QuantStrategy #Semiconductors #InternetStocks #RateCuts
$TSM $BABA $TCEHY $SMH $SOXX  20250722-Bernstein-European & American Alcoholic Beverages：US Beer： Scanner Data Deep_Dive#USBeer #AlcoholicBeverages #ScannerData #ConsumerTrends #BeverageIndustry
$BUD $STZ $TAP $SAM $HEIA.AS  20250722-Bernstein-European Food & HPC： US Scanner data highlights gradual improvement#EuropeanFood #HPC #USScannerData #ConsumerGoods #MarketTrends
$UL $PG $KMB $NESN.SW $CL  20250722-Bernstein-India Financials： HDFC vs. ICICI_1Q26： What's changed？#IndiaFinancials #HDFC #ICICI #BankingSector #Q1Analysis
$HDB $ICICIBANK.NS $AXISBANK.NS $SBIN.NS $KOTAKBANK.NS  20250722-Bernstein-Payments， Processors & IT Services：Visa， Mastercard，How do you disprove a hypothe#PaymentsIndustry #Visa #Mastercard #ITServices #FinancialTech
$V $MA $PYPL $SQ $FISV  20250722-Bernstein-U.S. Food Nielsen Update： 4W sales declined _0.5％， decreasing sequentially#USFood #NielsenData #ConsumerSales #FoodIndustry #RetailTrends
$KR $WMT $TGT $GIS $K  20250722-Bernstein-US Life Science Tools & Diagnostics： CROs are ripping_why the stock moves are jus#LifeSciences #Diagnostics #CROs #Biotech #StockRally
$TMO $DHR $ILMN $IQV $CRL  20250723-Bernstein-APAC Food & Beverages：Asahi & Kirin Q2 high frequency data points to another stro#APACFood #Beverages #Asahi #Kirin #Q2Data
$2503.T $2502.T $PEP $KO $DGE.L  20250723-Bernstein-China Gas Utilities： 1H25 Preview _ Gas growth stalls， but we see recovery ahead#ChinaGas #Utilities #H1Preview #EnergyRecovery #GasMarket
$ENN.HK $CRG.HK $XINAO.HK $COP $CVX  20250723-Bernstein-India Capital Markets & Insurance：AI in Investing： How can custom LLMs make inves#IndiaMarkets #Insurance #AIInvesting #CapitalMarkets #CustomLLMs
$HDB $ICICIBANK.NS $SBILIFE.NS $BAJFINANCE.NS $MUTHOOTFIN.NS

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XXX engagements

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