India’s economy is expected to grow. S&P forecasts 6.8% growth this fiscal year and 6.9% next year. Strong urban consumption and infrastructure investment will drive growth. Inflation is expected to decrease. The RBI may ease monetary policy. The current fiscal year’s second quarter growth was 5.4%. Several challenges remain, including weak household balance sheets and a competitive global manufacturing environment.
AI chip rally faces reality check, but bubble fears may be overdone: Adrian Mowat
South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attributes the volatility to