Decide

Compare research

Choose two research notes. The page surfaces agreement, conflict and missing coverage instead of two long documents side by side.

Research A Research B

Swap

Fast read: They agree on Gold & commodities (bullish). Only B covers Bonds & rates, Crypto, Indian equities and REITs & InvITs.

A BULLISH

Rahul 29-Sep Axis - Rahul 29-Sep Axis

Structural gold bull intact — Axis rates 15% overweight (extreme bull: 20-25% over 5-7yr) on de-dollarisation and geopolitical safe-haven demand, with interim entry volatility expected and one genuine tail risk: a govern…

30 Sep 2026 · 5 signals

Gold & commodities agrees · 5 signals · avg +2.0

BULLISH

B BULLISH

Shravan Sreenivasula - 28-Sep - Avendus/ICICI (2/2: income, gold & liquidity)

Avendus/ICICI's framework is explicitly defensive — Sreenivasula calls the 1995-2020 bond rally non-repeatable and retires conventional AAA long-duration bonds as the shock absorber, replacing them with gold at ~10% of t…

30 Sep 2026 · 8 signals

Gold & commodities agrees · 2 signals · avg +2.0

BULLISH

Bonds & rates only in B · 2 signals · avg +0.5

MIXED

REITs & InvITs only in B · 2 signals · avg +1.5

BULLISH

Crypto only in B · 1 signal · avg −2.0

BEARISH

Indian equities only in B · 1 signal · avg +3.0

BULLISH

Per-market read: the average conviction delta of the note’s signals in that market — ≥ +1 bullish, ≤ −1 bearish, otherwise mixed. “Agrees” and “differs” compare both notes’ reads of the same market; “only in A” or “only in B” means the other note does not cover it.