The yen carry trade gained focus as the yen appreciated sharply after the Bank of Japan raised interest rates and reduced bond purchases. This caused investors to unwind their positions to avoid losses, leading to a selloff in US tech stocks and affecting global markets, including Asia.
Private sector banks set to generate Alpha in 2025: Radhika Gupta
Radhika Gupta of Edelweiss MF highlights the re-rating of India’s stock market, particularly noting the potential in consumption stocks despite their higher PE multiples. She
February 6, 2025