Anurag Singh observes an "everything rally" across asset classes, driven by anticipated central bank rate cuts and signs of geopolitical stability. He remains optimistic about India's domestic market resilience, advocating for a 70-30 equity-debt portfolio. Singh expresses caution on gold and Bitcoin, favoring traditional equity and bond investments.
Global wealth has surged far beyond economic growth, creating a $600 trillion imbalance. Investors are now hedging against either a productivity boom driven by AI or sustained inflation due to loose policies. McKinsey's analysis highlights this divergence, with "paper gains" and inflation accounting for the majority of wealth accumulation, raising concerns about economic stability and future scenarios.
Indias internet stocks, led by Ixigo, CarTrade, and Nykaa, have surged up to 80% in three months on earnings recovery and strong revenue growth. Analysts highlight improved profitability, business diversification, and favourable macro trends, though caution that recent rallies are not risk-free. New-age stocks head into the earnings season on a strong note following a rating upgrade from JM Financial.
A significant UK delegation's visit to India highlights the growing bilateral ties and the impending Free Trade Agreement. While the FTA promises substantial tariff reductions for Indian goods and benefits for UK exports like Scotch whiskey, visa restrictions for skilled Indian workers remain a key challenge.
Asit C. Mehta has unveiled its top Diwali 2025 portfolio, recommending nine stocks across infrastructure, logistics, hospitality, and pharmaceuticals. These picks, including Power Mech Projects and Gravita India, offer significant upside potential, with some projected to gain over 50% by Diwali 2025.
