Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
Despite the common belief, higher nominal GDP growth does not automatically translate into superior equity returns, particularly in emerging markets. History shows very little to no correlation. China’s rapid growth often delivered weak equity outcomes, while countries like Taiwan generated stellar returns on modest growth. The disconnect arises from factors like capital dilution, governance challenges, […]
The Indian bond market is presenting a compelling puzzle: an unusually high term spread between long-term yields and the repo rate. Our analysis suggests this disconnect is an anomaly poised to correct. This note details the key drivers – RBI’s pro-growth agenda, improved fiscal credibility, pending global tailwind and India’s sovereign credit rating upgrade that […]
India’s office market is poised for significant growth, driven by a strong talent pool and a sustained “Return to Office” (RTO) trend. The market’s future looks promising due to a diversified demand from sectors like Technology and BFSI, and a shift towards higher-value Global Capability Centers (GCCs). This positive outlook is further supported by projections […]
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