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US equities show resilience as the government shutdown nears its end, prompting sector rotation out of technology. Investors are cautiously optimistic, but concerns over Fed rate cuts, labor market weakness, and high tech valuations, particularly for the Mag-7, are influencing market sentiment.
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News and Media
Markets are in a fair value zone with supportive macro conditions. Near-term returns are expected to be moderate due to upcoming IPOs. Investors should focus on steady opportunities. Precious metals require reasonable allocation. Indian interest rates are trending lower. Earnings are neither great nor weak. Global credit spreads and AI capex pose risks.
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News and Media
The removal of Blued and Finka has raised concerns amongst the LGBT community in the country.
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News and Media
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