Are GOLDen times back?

In today’s economic climate, gold’s role as a financial safe haven is more pronounced than ever. Central banks in developed markets are nearing the end of increasing interest rates, and there’s a general expectation of a slowdown in the US economy towards the end of 2023. Growth in other advanced economies is also expected to […]

Growing global tensions-whither India growth story?

Amidst global tensions, India pursues economic growth and one must navigate the delicate investment sentiment Across the globe, geopolitical tensions have consistently influenced the trajectory of international relations, often casting long shadows over collaborative aspirations, and stunting economic growth. The intricate dance between politics and economics shows how national priorities, historical legacies, and global power […]

India at the Forefront: India emerges as the pillar of global economic growth

Through G20 pledges to Nifty 50 records, India emerges as the pillar of global economic growth. When the leaders of the world’s most significant economies convened in New Delhi for the G20 summit on 9-10 September 2023, the global spotlight was focused on India. Hosting under the theme ‘Vasudhaiva Kutumbakam’, a Sanskrit phrase meaning ‘the world is […]

India at 77- A decade of transformation and the dawn of a new era

As India celebrated its 77th Independence Day, the reverberations of the country’s growth narrative could be felt from the towering Himalayan peaks to the serene coastal shores. The nation’s spirit was epitomised as the esteemed Prime Minister stood on the Red Fort’s ramparts, exuding a palpable confidence and clear vision for India’s economic trajectory. “As […]

India shines bright; posts the highest GDP growth among global peers

The Indian economy has once again proved its resilience and showed a sharp pickup in GDP growth despite the uncertainties and slumping global growth rates. India’s GDP growth accelerated to 13.5% in Q1FY23 as against the 4.1% growth in the previous quarter of 4.1% in Q4FY22. This growth places India at the top rank of […]

Half Yearly Economic Outlook_July23

The global economy is facing a number of challenges in 2023, including geopolitical tensions, inflation, and tightening financial conditions. However, economic activity remains resilient, thanks to strong consumer spending, positive labor market dynamics, and China’s reopening. Advanced economies are expected to experience limited growth of 0.9% in 2023, but the global GDP growth forecast is […]

The Debt Ceiling

US debt ceiling conundrum – What matters to India The recent agreement between US policymakers to suspend the nation’s debt ceiling until 2025 has been met with a collective sigh of relief from the global financial community. The potential economic catastrophe that could have been triggered by a default on the U.S. debt had been […]

Mckinsey – Global Private Markets Review 2023 – Summary

Deep Dives: 1. Fundraising Losing Momentum Private debt fundraising continued to grow last year (+2%), once again bucking the trend of other private asset classes. Institutional investors sought out the asset class for various features that are attractive in times of market volatility: current yield, floating rates, and relative insulation (via its senior position in […]

India Banks April 2023

India’s banks are poised for growth on the back of healthier balance sheets, robust regulations and strong credit demand. First-quarter global financial market narratives were dominated by bank failures, which reignited worries about a financial crisis in the US and Europe. In just a few weeks, there were four bank failures in the US, including […]

State of Indian Economy Report

State of Indian Economy Report (As per RBI bulletin – Mar 2023) India’s economic resilience and growth momentum spark optimism (highlights the State of the Economy report) The RBI’s State of the Economy report maintains a positive outlook for India, stating, “Unlike the global economy, India would not slow down – it would maintain the […]