May 4, 2021 6:44 am
The last few weeks have been particularly difficult for many of us as the second Covid wave in India has been much severe than any across the world. However, there are early signs that cases in Maharashtra (and Mumbai within that) may be peaking and some of the other, larger severely affected states like Tamil…
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Apr 26, 2021 2:15 am
• India’s challenges still present a risk to markets • The rally in conventional government bonds has fixed income managers thinking • Equity managers commitment to growth stocks to be tested • ESG in the headlines with Earth day delivering new targets for cuts in emissions • President Biden’s tax raising plans show that some-day…
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Apr 19, 2021 10:04 am
• Low US 10 year bond yield either discounts trouble for growth, or reflects market inflation complacency • Very recent surge in cases of a new variant of COVID-19 in India a concern for global markets • Meanwhile in the US economy there are signs of potential inflation pressure • Factors that could pressure for…
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Apr 12, 2021 5:01 am
• Data to show strong growth in the US and China • US headline inflation due to rise at least 100bps • Value stocks to benefit from stronger nominal GDP growth • Dollar’s rise pauses and is still way off where it started last year • The shift to ESG investments gains momentum • Regulatory…
Read MoreRegistered Office: 1401,Tower 2, 14th floor, One International Center, Senapati Bapat Marg, Elphinstone Road, Mumbai 400013 Contact number: +91 22 61779500 | CIN: U74140MH2015PTC264932
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