Japan’s recent interest rate increase led to market pullbacks from international investors. The unwinding of leveraged trades added volatility to US and emerging markets. Concerns about US unemployment and inflation pressures prompted these moves, despite strong corporate balance sheets and liquidity levels remaining stable.
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