As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
India just got another boost for economic growth. After an unprecedented rate cut, India’s government, in a big boost to “India Inc.,” announced corporate tax cuts of 8% to 15%. Gaurav Sinha analyzes what this tax cut means for different sectors and how investors might benefit.
India was in the news recently for completing its mammoth democratic federal elections and for a financial budget that was presented in July. Now its central bank is in the spotlight for doing an unconventional and aggressive rate cut of 35 basis points. What does the RBI’s latest monetary policy direction mean for domestic growth and global emerging market investors?
Recently, we’ve been discussing how India’s structural changes from Modi’s government are setting stocks up for a multiple-year bull run. Gaurav Sinha covers a second fuel for Indian equities that is poised to cause market gains: inflows from domestic investors.
India just completed an election of mammoth proportions, resulting in the reelection of Prime Minister Modi. Gaurav Sinha discusses the structural economic changes that occurred during Modi’s first term that could be propelling India toward a multiple-year bull market.
Jeremy Schwartz and Gaurav Sinha recently spoke with Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center. The conversation focused on the recent re-election of Prime Minister Modi, and what that means for investors and global trade.
After completing a mammoth democratic exercise, the world’s largest democracy finally gave its verdict when it selected Modi again as its leader. Gaurav Sinha provides his analysis of what investors can expect from India’s newly elected government—that is, Modi 2.0.
