MACRO Capsule
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About MACRO Capsule
Your daily dose of Indian and Global macro developments
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*May 2025 edition of E.M.I* Link: https://blog.sundarammutual.com/Documents/e-m-i---may-2025.pdf In this month’s E.M.I series, we touch upon the following: * *Lowering tariffs are not the end game for the United States. What then is?* * Where must India focus its energies during the ongoing supply-rejig? * Are US tariffs impacting global macros now? What key variables must you track? * *How must one view India’s 8th Pay Commission and the following consumption boost?* * What were the key reasons behind the US bond sell off? Was it China? Bond Vigilantes? Loss of faith in the US Dollar? * *Has the US bond market become more price sensitive? If yes, why?* * How do key global markets measure on 1Y forward P/E and EPS growth? * Where does India’s Market-Cap to GDP stand now? * *How frequently do Lumpsum returns underperform the 12% target?* * *Can <12% LumpSum returns be time-revived like SIPs?*
