Published Jan 14, 2025
What will the global financial markets be like this year? Where does value lie? Will the incoming US administration’s policies cause an upheaval? Or will Emerging Markets again rise to the occasion and pull global growth forward? Those are the many questions that investors will have on mind this year as they traverse these times….
Read MorePublished Jan 6, 2025
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…
Read MorePublished Jan 3, 2025
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…
Read MorePublished Dec 31, 2024
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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