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Asset Management
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Fixed Income: Impact of GST reforms on fiscal dynamics seems manageable
India’s new GST structure is set to lift consumption while keeping fiscal costs in check. With limited strain on government finances, bond yields should stay stable in the near term as inflation and rates head lower.
Indian Fixed Income: The Diversification Case Remains
Over the past year, portfolios with disciplined fixed income allocations have delivered steady gains and smoother return profiles, a stark contrast to the volatility of pure equity portfolios. Resilience in wealth isn’t just about chasing growth; it’s about balance.
India is not a dead economy
Markets are poised for a positive month as India–US tariff uncertainty eases, government capex revives growth, and stable macros with RBI measures support momentum.
The Rise of TSMC
The road ahead seems to be ridden with speed breakers due to multitude of factors casting their dark shadows which shall not be period of easy returns as compared to last few years
US Tax Cuts
The road ahead seems to be ridden with speed breakers due to multitude of factors casting their dark shadows which shall not be period of easy returns as compared to last few years
