10 themes for the year ahead
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
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.
