Geoff Dennis, an Independent EM Commentator, dismisses the notion of BRICS posing a currency threat to the US, despite China’s desire for a stronger RMB. While some de-dollarization exists, Dennis believes Trump’s perception of any overseas collaboration as anti-American is a key factor.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and