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…
Read More
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…
Read More
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 More
Jan 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 More
