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Two Portfolio Questions to Start the Year

Jan 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…

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Macro and Markets Review for December 2024

Jan 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…

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A Disrupted Year-end

Dec 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…

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A Symbolic Turning Point?

Dec 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…

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