'Geopolitics will be the most important driver of financial markets in 2025.' Illustration: Dominic Xavier/Rediff.com It has been a topsy-turvy few months for the Indian equity markets. "Given......
'As a consequence of the valuation correction, one can selectively pick stocks that will be significant alpha generators in the medium term.' Heightened geopolitical tensions between India and......
The 55 basis point (bps) spike in the US 10-year bond yield, triggered by a combination of FOMC’s hawkish commentary and BOJ’s relaxation of the yield control curve (YCC) has made......
Illustration: Dominic Xavier/Rediff.com Emerging Market (EM) equities that have been accustomed to the 'easy money' policy of the major global central banks to stem the impact of Covid......
'Overtightening of monetary policy by central banks and the spread of new Covid variants, which may force governments to restart lockdowns or restrict mobility.' Illustration: Uttam......