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
The magic of some mega cap stocks and the headwind of rising interest rates have had quite an impact on small caps since 2022. But the wind is slowly beginning to shift.
Introduction of Bitcoin ETFs has given the segment a boost
Critical technologies are being identified and promoted as deglobalization advances
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!