Browsing: Macro
IntroductionIn early November 2025, senior executives at two major Wall Street firms sounded cautionary notes regarding the equity market’s near-term…
Introduction The Indian stock market is in high spirits: the Sensex has climbed more than 700 points, and the Nifty…
Macro and market backdrop SMIFS begins by underlining that the upcoming year (Samvat 2082) comes at a moment when several…
Introduction Gold often occupies a paradoxical position in financial markets: it yields no income yet commands premium valuations when uncertainty,…