Feb 4, 2025 11:08 am
Global growth and inflation trends remain largely unchanged at an aggregate level. However, beneath the surface, growth leadership appears to be shifting from the U.S. to Japan and Europe. The early days of the Trump presidency have unsettled markets, with a flurry of executive orders that face potential legal challenges. Policies such as aggressive immigration…
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Jan 30, 2025 7:31 am
Reality Check – Are Expectations Running High? The Indian markets saw some correction in the past quarter with mid-and-small caps outperforming the headline indices. The Nifty and Sensex declined by 7-8% in the quarter while the mid-caps declined around 5% and the small caps declined by a much lower 2%. The headline indices posted high…
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Jan 28, 2025 9:55 am
• Trump’s policies show limited immediate market impact. • No major tariff updates yet, especially in China. • Consumers worry about tightening spending power. • The dollar reflects investor sentiment on policy change and government credibility. • Bank of Japan rate hike signals normalisation, boosting Japanese asset prices • DeepSeek is possibly deep trouble for…
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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…
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