Global Macro Strategist Arnab Das analyzes the potential market impacts of the upcoming US election. Das suggests that a Trump presidency would bring disruption through protectionist policies, while a Harris administration would likely follow similar policies but with a more multilateral approach. The impact on China relations and the ‘China plus one’ strategy are also discussed.
Demat account additions hit 9-month high in October as IPO boom draws investors
In October 2026, new demat account additions reached a nine-month high, driven by strong IPO activity. NSDL and CDSL reported adding nearly 3.36 million accounts