Choose two research notes. The page surfaces agreement, conflict and missing coverage instead of two long documents side by side.
Fast read: Only A covers Global equities, Indian equities and Real estate. Only B covers Gold & commodities. They share no asset class, so there is nothing to cross-check directly.
Nifty IT (~15% of Nifty 50 weight) faces converging headwinds — 28-month hiring low, MNC captive-centre rationalisations, and AI-driven mid-level displacement — with the 4x single-month surge in active IT jobseekers (5,0…
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 & commoditiesonly in B· 5 signals · avg +2.0
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.