10 themes for the year ahead
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
By: Björn Jesch
Critical technologies are being identified and promoted as deglobalization advances
Introduction of Bitcoin ETFs has given the segment a boost
India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.
By: Christian Scherrmann
Next stop lower rates? Not so fast, hopefully!
