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Macro and Markets Review for July 2025

Aug 5, 2025

10:00 am

In July 2025, the aggregate data played to good returns for equities and bonds. the global economic growth landscape exhibited a nuanced blend of resilience and underlying challenges. The ongoing front loading of activity as companies and to some degree consumers scarmbled to avoid the forthcoming impact of tarffs led ot stronger than expected growth….

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Portfolio Commentary

Jul 31, 2025

11:26 am

Macro good | Micro to improve gradually The Nifty 50 extended its winning streak for the fourth straight month in June 2025, rising 3.1% to close at 25,517, marking its first close above the 25,000 mark since September 2024. Year-to-date, the index has returned 7.9% in CY 2025. Over the past 12 months, large-cap and…

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Markets Focused on the Positives

Jul 29, 2025

9:30 am

• The markets are still focused on the positives, but we do not advocate extended risk-taking • Fed to hold rates despite President Trump’s visit complicating the narrative • UK-India shows the way forward on free trade • Japanese equities continue to march higher, ignoring the political noise • Cambodia-Thailand border disputes a challenge for…

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Stabilising the Unstable

Jul 23, 2025

11:00 am

• Markets seem to be stuck in some sort of a holding pattern as investors navigate tariff-induced uncertainty • US growth at hand surprises to the upside, but inflation remains a concern • Fed’s Beige Book paints a sober picture of the US economy amid concerns of trade-driven price pressures • Japan’s upper house elections…

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