Care PMS - Fund Managers Speak - September 2025

Market Overview – September 2025

Global Economy Global growth remains relatively resilient, with IMF raising its 2025 world growth forecast to 3.2% (from 3.0%) in its October outlook. However, the IMF attributes much of this momentum to temporary factors like front loaded trade and investment activity rather than enduring structural strength. The Fed cut rates by 25bp to 3.75-4.00% in its October meeting, a…