Global equities are performing well despite concerns about tariffs and geopolitical issues. Investors are seemingly ignoring negative news, and the rising index is compelling bears to reallocate to equities. Emerging markets, particularly India, are benefiting from global investors diversifying their portfolios beyond the US, driven by positive ETF flows and a search for new investment destinations.
Will RBI announce steep rate hikes? Nomura sees up to 50 bps increase by Dec, dismisses 125 bps hike fears
Nomura expects the RBI to pursue a limited tightening cycle, with a possible 50 bps rate hike by December, as food and energy pressures rise
September 28, 2026