2025-05-21Ravi Mehta
Institutional investors have slashed their US equity allocations to the lowest levels since 2023, with a historic drop in sentiment over the past five months. This article explores the sharp underweight positioning, comparisons to past downturns, and the growing shift toward Eurozone equities.
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2025-05-21Niranjan Ghatule
The US bond yields have dipped once again, pulling the dollar index lower and signaling continued weakness in the US currency. This trend has sparked global interest, especially in emerging markets. A recent report by Bank of America suggests that a major bull run is beginning in these markets, marking a potential turning point after years of stagnation.
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2025-05-21Niranjan Ghatule
This article covers the growing international backlash against Israel's military offensive in Gaza. It details recent actions by the UK, EU, France, and Canada, including threats of sanctions and suspension of trade talks. The EU has begun reviewing its trade agreement with Israel, while the UK imposed new sanctions and strongly condemned Israeli cabinet statements as extremist.
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2025-05-20Niranjan Ghatule
Description:
On May 20, 2025, the leaders of the United Kingdom, France, and Canada issued a joint statement condemning Israel’s escalating military actions in Gaza and the West Bank.
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2025-05-20Niranjan Ghatule
Japan’s bond market is experiencing an unprecedented shift, with long-term yields reaching historic highs. This blog explores the reasons behind the surge in Japan’s bond yields, from the end of ultra-loose monetary policy to rising inflation and a massive debt burden.
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2025-05-20Niranjan Ghatule
Israel’s Prime Minister Netanyahu says he will control all of Gaza until the conflict ends. But leaders from the UK, France, and Canada warn Israel to stop expanding the military attacks. They also say the suffering in Gaza is too much and may punish Israel if it continues. Meanwhile, many people in Gaza are struggling without enough help.
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2025-05-20Niranjan Ghatule
Following a high-stakes two-hour phone call between U.S. President Donald Trump and Russian President Vladimir Putin, both leaders signaled a potential opening for peace talks between Russia and Ukraine.
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2025-05-20Niranjan Ghatule
Gold funds are witnessing an unprecedented surge in 2025, with $85 billion in net inflows already recorded—more than double the previous annual record. Amid global uncertainty, US-China tensions, and a recent trade deal signed by President Trump, investors continue piling into gold, making it the best-performing major asset this year.
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2025-05-19Niranjan Ghatule
This article explores the striking divergence in ETF flows between retail and institutional investors in 2025. While individual investors have poured a record $122 billion into equity ETFs—doubling their inflows since mid-March—professional investors have pulled out $25 billion.
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