|
Anurag Singh observes an "everything rally" across asset classes, driven by anticipated central bank rate cuts and signs of geopolitical stability. He remains optimistic about India's domestic market resilience, advocating for a 70-30 equity-debt portfolio. Singh expresses caution on gold and Bitcoin, favoring traditional equity and bond investments.
Category:
News and Media
Global wealth has surged far beyond economic growth, creating a $600 trillion imbalance. Investors are now hedging against either a productivity boom driven by AI or sustained inflation due to loose policies. McKinsey's analysis highlights this divergence, with "paper gains" and inflation accounting for the majority of wealth accumulation, raising concerns about economic stability and future scenarios.
Category:
News and Media
A significant UK delegation's visit to India highlights the growing bilateral ties and the impending Free Trade Agreement. While the FTA promises substantial tariff reductions for Indian goods and benefits for UK exports like Scotch whiskey, visa restrictions for skilled Indian workers remain a key challenge.
Category:
News and Media
All news |
||||||||||||||||||
|