Mark Mobius, an investment expert, shares his strategy for investing in emerging markets like India, Taiwan, and China. He emphasizes the potential in sectors such as semiconductor production and mining. He forecasts significant growth for India’s Nifty and Sensex by next year. Mobius prefers equities with some allocation in gold and short-term fixed income.
Tariff shock manageable for Indian markets, but rupee weakness a concern: Adrian Mowat
Adrian Mowat suggests Indian markets can quickly absorb a 25% tariff impact, though it might weaken the rupee and limit the RBI’s flexibility. He highlights
July 31, 2025