*Market Insights – June 2025* Link to Presentation: https://blog.sundarammutual.com/Documents/market-insights---june-2025.pdf In this month’s Market Insights, we look at: * *Must markets worry about Japan’s long-dated bond sell-off ?* * *What led to Japan’s long-end sell-off; Can these risks escalate?* * How were Developed and Emerging Market returns in May? * Where does MSCI India USD returns stand against that of US? * How does FII flow momentum fare against DIIs? * What do sector-wise FII net equity inflows and their shares tell us? * Where does the Rupee rank across key Emerging Markets over the last 3M? * *Sector-wise breadth of market momentum; what does this tell us?*