CAPITAL 8

Why India Is Poised to Lead in a Post-U.S. Peak World: How macro trends, commodity cycles, and shifting capital flows point toward India’s next big breakout. A Global Lens: Why Macro Matters? Macro isn’t about predicting the future — it’s about understanding the big picture. It connects the dots between bonds, equities, commodities, inflation, and currencies to explain why asset prices move the way they do. Using macro as a framework helps identify where we are in the global

5 Aug 2024 Contrary to popular belief, lower interest rates are not necessarily beneficial for the Indian economy. In fact, rising interest rates have historically proven to be advantageous for the stock prices of Indian companies, as evidenced by the correlation between Nifty 500 performance and 10-Year Bond Yields. While lower interest rates are often beneficial for developed markets like the US, which are heavily oriented towards technology, pharmaceuticals, and FMCG secto

May 13, 2024 Post-COVID, global commodities have entered a supercycle following nearly a decade of consolidation. Despite short-term dips, controlling inflation and interest rates is challenging during a commodities supercycle. Over the next 3-5 years, global commodities are expected to continue their upward trend. This scenario is highly beneficial for manufacturing-oriented developing economies like China and India but less favorable for more developed markets like the US.