The India-US Bond Yields – The Gap closes considerably

Our Take – Difficult to take a view on how this will impact, but seems this can be taken from an Indian perspective in a positive light and worries of outflow of capital on such gaps narrowing in the past might not be as pertinent today as the Indian economy looks more resilient and chances of default could move from Indian corporates to US corporates

All in all – From a structural perspective, Indian markets continue to look very good for a very spectacular decade of investment returns through 2030

• Markets remained flat through the week.

• Gold and Crypto have moved back to all-time highs.

• Trump tantrums continue to haunt markets as Trump places tariffs on the Eurozone economies.

• Our stance remains the same – Cautious in the very short term and positive over medium to long term – For any moneys not needed for >24-36 months just stay put and hibernate 😊 (P.S – As long as you are with good managers and diversified funds – investors taking outsized sector / thematic calls cannot hibernate ever 😉)

• 30 quotes from financial history

• IPO Mania is back

• US-India interim trade deal soon

• 4 companies to profit from the Nuclear Power megatrend

• AI to kill entry-level jobs

Fractional Real Estate continues to be worrying – For investors exploring investments, be super discerning or wait for SM Reits (Or simply stay put with equities, which will do much better and are more liquid) – Source – Mint

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