'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......
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......
'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......
'Yet the market didn't do all that badly because it was cushioned by domestic inflows.' Illustration: Uttam Ghosh/Rediff.com India's outperformance over the past year is largely due to troubles in......
'Recent underperformance notwithstanding, equities should constitute a major part of investors' financial portfolio.' Illustration: Dominic Xavier/Rediff.com Over the past few months, global......