Markets anticipate a US Federal Reserve rate cut next week, with equities and bonds showing enthusiasm. Gold and oil are seen as attractive investments due to supportive fundamentals and global economic momentum. Currency movements, particularly the yen and rupee, will significantly influence equity market performance, with stability crucial for new highs.
India’s weight in global emerging-market ETFs rises again
India’s weight in major global emerging-market ETFs has begun to recover recently. This rise follows a steady decline over the past year, showing improved performance.