Investing in 2025: A Roller Coaster ride?
A prominent question that comes to retail investorsβ minds is about the stance of domestic observation in recent years has been that domestic funds are able to effectively counter selling bouts by foreign portfolio investors (FPIs) as and when they occur. Will that continue in 2025? Would domestic funds be able to keep buying amid…
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What’s at stake for China’s markets at the US election
China’s currency and equities will bear the brunt of a protectionist shift in the U.S. and are seen trading sensitively to the election’s trade and foreign policy implications. Investors say a win for Donald Trump, particularly if accompanied by a Republican sweep of Congress, is expected to squeeze the yuan and shares in export sectors….
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economic progress: Stay invested! India growth story intact, but rational yet conservative approach must
The budget continues to build on the recent economic progress, and despite substantial provisions for necessary investments, the fiscal deficit is decreasing. It notably prioritises nine areas, which include agriculture, employment, human development, energy security, manufacturing, innovation, infrastructure, and next-generation reforms. Significant allocations and initiatives are aimed at transforming Indiaβs education and employment landscape. Efforts…
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No Gains, No Tax. Markets to Take Tax Hikes in Stride
Going into the budget, there were apprehensions about fiscal prudence and whether the budget would indicate a populist turn by the government. However, the message is that of continuity. Apart from the increased allocation of resources to the states of the two coalition partners, there does not seem to be any meaningful difference between the…
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