
MACRO Capsule
February 14, 2025 at 02:41 PM
*February 2025 edition of E.M.I*
Link to Presentation: https://blog.sundarammutual.com/Documents/e-m-i---february-2025.pdf
In this month’s E.M.I series, we touch upon the following:
* What is the key near-term challenge ahead for the RBI?
* Why is the Rupee dependent on FII flow momentum in the months ahead?
* *What is that one positive wild-card variable that can change India’s fortunes?*
* What are the two key variables one needs to track, to get a directional sense on India 10Y yields from here?
* What has been a key support for the Rupee in 2024?
* *From when can SIP investors expect higher chances of 12%+ SIP returns?*
* *What do the Luckiest and Unluckiest SIP returns look like?*