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The Swiss National Bank is significantly shifting its currency preference from the dollar to the euro in its reserve management. This move, driven by efforts to combat franc strength and avoid U.S. accusations of currency manipulation amid trade tensions, saw recent interventions heavily focused on euro purchases.
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Unmesh Kulkarni of Julius Baer India highlights Indias growth opportunities over the next 35 years, focusing on BFSI, consumption, and healthcare sectors. He notes FPI outflows, tariff uncertainties, and IT sector challenges as short-term headwinds, while triggers like GST cuts, private capex revival, and domestic consumption recovery could drive the next phase of equity growth, offering strategic opportunities for long-term investors.
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George Sutherland is one of a number of volunteers singled out in a speech by Sir Keir Starmer.
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News and Media
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