If the Fed hikes the rate by 75 bps, we don’t expect a significant negative impact on the Indian market. In fact, after every 75 bps rate hike (as seen in June and July 2022), the Indian market rose. We expect a similar pattern to play out this time as well.
The more deals Trump gets, the more confidence markets gain
Investor confidence surged after President Trump signed trade deals with Japan and Southeast Asian nations, reducing earlier tariff threats. Global stocks hit records, bond yields