MACRO Capsule
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Your daily dose of Indian and Global macro developments
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Posts
*June 2025 edition of E.M.I* Link to PPT: https://blog.sundarammutual.com/Documents/e-m-i---june-2025.pdf In this month’s E.M.I series, we touch upon the following: * *Nearly eight drivers have fallen in place for an India recovery ahead. What are they?* * *What are the key arguments in favour of a consumption recovery in the quarters ahead?* * *Why would the RBI’s ongoing rate cut cycle see a faster pace of transmission?* * *Why haven’t India 10Y yields trended lower even after a big-bang RBI policy?* * Must markets worry about Japan’s long-dated bond sell-off ? * What led to Japan’s long-end sell-off; Can these risks escalate? * Where does the Rupee rank across key Emerging Markets over the last 3M? * Sector-wise breadth of market momentum; what does this tell us? * *What is Gold’s minimum holding period for Lumpsum investors?* * *What are the probabilities for maximizing Gold’s returns for Lumpsum investors?*
