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Manufacturing To Drive Next Leg of Growth

Dec 28, 2021

6:25 am

India has been steadily gaining share of global manufacturing value add for several years. However, despite the share gains over the years the share in the pie remains abysmally low at 3.2% of the global manufacturing GVA, compared to 12% for agriculture. India’s manufactured goods exports grew 42% in CY21YTD, compared to global growth in…

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Central Banks in Action Mode

Dec 21, 2021

6:26 am

• Central banks are raising rates and paring bond buying in their attempt to rein in inflation • The market now expects the Fed to institute three rate hikes in 2022 • The Bank of England, in an unexpected move last week, voted overwhelmingly in favor of a rate hike • The ECB, meanwhile, appears…

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Staying With a Positive Tone

Dec 14, 2021

4:26 am

• Global markets lurch from nervous to ecstatic. We expect the more to positive tone to persist • We see equities benefiting as a mix of good global growth, peaking inflation and somewhat modest monetary tightening keeps the risk-on sentiment intact • This week’s Fed meeting, could see the Fed announce a tapering of its…

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Stay Invested, Think Long Term

Dec 9, 2021

11:11 am

Only since a few days was the world collectively heaving a sigh of relief and anticipating a return to normalcy after Delta cases receded and vaccinations/boosters shot count climbed. The newly identified Omicron variant has set anxiety levels soaring back again as initial reports suggest it is highly transmissible. The high transmissibility was somewhat extrapolated…

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