Jan 22, 2025 11:46 am
• U.S. growth, fuelled by productivity gains, is expected to exceed long-term trend with inflation likely to remain above the Fed’s 2% target. • Europe continues to grapple with political and tariff uncertainties, while potential stimulus measures in China could largely mitigate tariff impacts. • Aggressive tariffs and stricter immigration controls pose significant risks to…
Read MoreJan 21, 2025 7:48 am
Call it an ironic alignment or whatever you may, but the inauguration of President Trump coincides with the celebration of the Chinese New Year of the Snake. The snake is symbolic of wisdom, knowledge, intelligence, intuition, and creativity –ideals that the incoming president would do well to embrace, potentially guiding his decisions for the betterment…
Read MoreJan 14, 2025 10:16 am
What will the global financial markets be like this year? Where does value lie? Will the incoming US administration’s policies cause an upheaval? Or will Emerging Markets again rise to the occasion and pull global growth forward? Those are the many questions that investors will have on mind this year as they traverse these times….
Read MoreJan 6, 2025 11:20 am
As the new year begins, we try to answer two of the most pertinent questions that investors have fretted over in recent times: Will bonds prove supreme to cash and could markets outside of the US, such as China, offer better returns in 2025? Read on to know more. Will Cash Beat Bonds? A great…
Read MoreJan 3, 2025 7:18 am
After the excitement of the US Presidential election in November, the global markets ended the year on a more subdued note. At an aggregate level global economic data showed little momentum in global growth and inflation that was largely in line with expectations with a bias to the persistence of inflation. Chart 1: Global Economic…
Read MoreDec 31, 2024 4:54 am
The markets are experiencing a somewhat uncharacteristic end to the year. The sharp inversion of the US government bond yield curve and the ongoing strengthening of the US dollar, for instance, are reverberating around the global markets. Although the markets’ initial reaction to Trump’s re-election to the White House back in November was euphoric, they…
Read MoreDec 23, 2024 9:01 am
We extend our warmest wishes of the season to all our readers. We wish you and your families a great holiday season and a happy and immensely successful 2025! The past week could well be remembered as a symbolic turning point for the financial markets and fiscal policy. It highlighted the challenges posed by a…
Read MoreDec 18, 2024 7:07 am
• The Fed will likely cut rates this week by 25bps but may make next year’s cuts in interest rates more conditional • The market expects the Fed to signal that the ‘normal’ level of policy rates are drifting higher • The recent move higher in the US 10-year shows the market’s concerns about debt…
Read MoreDec 17, 2024 10:21 am
• Mr. Trump’s policies likely to drive the US and Global economic landscape, influencing the market outlook for 2025 • India’s GDP numbers confirm slowing economic growth, however, a pick-up in government capex could revive economic activity in the coming quarters. • Correction in the Indian equity market aligns with EPS downgrades, keeping valuations expensive….
Read MoreDec 10, 2024 10:57 am
• Fed on track to affect another rate cut – unless this week’s CPI report springs a surprise • NASDAQ 100 now up 32% year-to-date, leading broad markets higher • Bitcoin breaches $100,000 mark • Indian central bank’s dovish comments cement the recent recovery in the Indian equity market • France’s political and debt problems…
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