Latest Updates Around The World
Today’s global macro environment resembles a constantly shifting chessboard, where geopolitics, policy uncertainty and investor sentiment intersect in unpredictable ways. Speaking to ET Now, Seth R Freeman of GlassRatner Advisory provided an assessment of how markets are dealing with the renewed volatility resulting largely from developments in the United States and the broader realignment of […]
According to Jonathan Garner, Chief Asia & Emerging Market Strategist and Chairman of Asset Allocation at Morgan Stanley, India is in a cyclical earnings recovery that could see it outperform most emerging markets over the next two years, even as concerns about valuations and foreign investor outflows persist.Speaking to ET Now, Garner said India’s earnings […]
As the Indian stock market heads into 2026, it faces an unusual paradox. On the one hand, optimism is growing around growth, earnings recovery and policy support. On the other hand, a flood of new listings threatens to put pressure on liquidity and test investors’ appetite. According to HDFC Securities, the year ahead could very […]
Investors in sovereign wealth and public pension funds will have poured as much as $132 billion, roughly half of their total investments for the year, into the United States by 2025, according to Global SWF’s latest annual report. In contrast, the major emerging markets attracted almost a third less than in 2024, despite strong returns.The […]
Global equities are expected to end the week on a positive note as investors reacted to the latest policy move from the US Federal Reserve, which came slightly later than expected but had a tone interpreted by many on the Street as friendlier than feared. The latest rate cut was seen as less aggressive than […]
India’s major indices may have returned to all-time highs after a 14-month wait, but many retail investors still feel the cheer is missing. According to Samir Arora, founder of Helios Capital, this perception hides the real story: the market has already turned around and is now outperforming almost every major global market.Speaking to ET Now, […]
At what appears to be a key moment in the ongoing US-China trade dynamic, the latest meeting between President Donald Trump and President Xi Jinping has marked a pause – if not a breakthrough – in years of escalating tensions. While the contrasting styles of the two leaders were clearly visible – “Xi’s calm, predictable […]
The real battle between traditional automakers and Chinese manufacturers is not in Europe or the United States, but in developing countries and low-income economies. China is steadily becoming a serious competitor for consumers in Latin America, Africa, the Middle East, Central Asia and Southeast Asia. While headlines often focus on the expansion of Chinese automakers […]
