Market Overview – December 2022

Global Economy and Stock Markets As per latest survey by IMF, inflation appears to have peaked in 2022, consumer spending remains robust and the energy crisis post Russia-Ukraine war has been less severe than initially feared. Though global economy still faces major headwinds in 2023, global growth is now expected to fall from 3.4% in…

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Market Overview – September 2022

Global Economy and Stock Markets The U.S. economy and stock market continued to struggle in the quarter gone by. Economic uncertainty may have peaked in 1st half of 2022 but it still remains high. US stock markets continue to feel the weight of Federal Reserve policy tightening, shrinking market liquidity and slower economic growth and…

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Market Overview – June 2022

Global Economy and Stock Markets The first half of 2022 was historically dismal for global stock markets and there is still some way to go before the storm blows over. Facing a multi-decade high in inflation, aggressive monetary policy tightening by the Federal Reserve and the effects of the Russia-Ukraine war, the US markets were…

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Market Overview – March 2022

Global Economy and Stock Markets Over the last 2 years, markets have been kind to investors globally mainly led by loose monetary policy. With worries cropping up on multiple fronts, there has been a reset in investors sentiments and liquidity. Some of the reasons for sharp fall in the last couple of months are as…

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Market Overview – December 2021

Global Economy and Stock Markets The global economy enters 2022 in a weaker position than previously expected. As the new Omicron COVID-19 variant spreads, countries have reimposed mobility restrictions. Rising energy prices and supply disruptions have resulted in higher and more broad-based inflation than anticipated. Further, the ongoing retrenchment of China’s real estate sector and…

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Market Overview – September 2021

Global Economy and Stock Markets Global equity markets continued to generate positive returns for the quarter as economies opened up and activity levels picked up. Stocks have been on a roll as another mostly successful earnings season has unfolded, but there are reasons for investors to be both optimistic and cautious. There are several risks…

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Market Overview – June 2021

Global Economy and Stock Markets Global equity markets continued to generate positive returns for the quarter as vaccination pace accelerated in most developed economies. Additionally, governments of most developed countries continued to ease COVID related mobility restrictions and activity levels picked up. This has resulted in global trade volumes showing a V-shaped bounce back and…

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Market Overview – March 2021

The year 2020-21 was the most challenging year for human kind in a long time. Never before in a lifetime we had to worry as much about the lives and livelihoods of many of our loved ones. The year had important lessons for many walks of life. With respect to economy, recovery in the economy…

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