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Central Banks Challenged with Different Problems

Dec 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…

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Investment Strategy

Dec 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….

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Central Banks Remain Helpful

Dec 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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Themes Emerging from the Presidential Transition

Dec 3, 2024

9:11 am

With only weeks left before Donald Trump takes office, we thought it would be prudent to analyse the emerging investment themes globally and also see how the president-elect’s proposals of sweeping tariffs will shape the global economic order going forward. 1. Tariffs: A Risky Economic Gambit The president-elect’s initial policy musings on imposing substantial tariffs—25%…

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