Growing speculation that the Fed is done hiking rates and will start cutting by mid-year is fueling a sharp drop in Treasury yields and rekindling investors’ risk appetite. The S&P 500 Index has added roughly $4 trillion in market value since late October, as traders rush into beaten-down areas of the market like small caps, which typically benefit from falling borrowing costs.
ETMarkets Smart Talk | 2H2025 market returns may moderate, but India’s long-term story intact: Abhiram Eleswarapu
India outperformed considerably in 2024 which partly explains part of the underperformance this year. By around September last year, valuations were no longer inexpensive, earnings
June 16, 2025