Global bond market volatility fueling shift towards Asia-Pacific equities: Manishi Raychaudhuri

May 21, 2025

After a strong rally in Asian markets, particularly India, a breather is expected due to high valuations and downward revisions in earnings estimates for fiscal years 2026 and 2027. A shift in global equity flows is occurring, with money moving from developed markets, especially the US, into emerging markets like Asia-Pacific, driven by concerns over US growth and inflation.

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