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.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction
December 9, 2025