Our Insights on the World of Alternate Investments
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2025: A Defining ‘Moment’ Of Sharp Extremes
I call 2025 a moment, and not a period. For when one looks back at this century, 2025 could well be the most defining year. More than 2020, the COVID year! And in a century, a year can well be a moment.

RBI’s Decisive Move: A Shot in the Arm for Indian Equities, Especially NBFCs and SMID Banks
In a move that has been widely anticipated, the Monetary Policy Committee (MPC) unanimously opted for a 25 basis point (bps) cut in the repo rate, bringing it down to 5.25%.

Japan’s Monetary Reset: JGBs, Yen Carry Trade & Global Impact
The financial world is currently witnessing a tectonic shift emanating from an unlikely source: Japan. After decades of ultra-loose monetary policy and near-zero interest rates, Japanese government bond (JGB) yields have surged to multi-decade highs, sending ripples across global financial markets.

The Unseen War: Rare Earths, AI, and the Geopolitical Scramble for Critical Minerals
The world is seemingly at peace, at least on paper, when it comes to the critical rare earths trade between the US and China. A one-year truce, brokered late last year, saw Beijing temporarily ease some of its most recent, expanded export controls on these indispensable elements.

US Large-Cap Craze: Investors Pour Record Billions into Vanguard S&P 500 ETF ($VOO)
Investors are currently exhibiting an undeniable affinity for US large-cap stocks, channeling monumental sums into benchmark exchange-traded funds (ETFs) that track this segment of the market.

Navigating the Future of IT: Analyst Insights for 2026 and Beyond
The global IT sector enters 2026 at a turning point—where macroeconomic stability will drive near-term performance, while AI emerges as a powerful but longer-term catalyst for industry transformation.
AI Investment Frontier: Opportunities, Risks & Market Growth Explained
Investing in the AI space has become increasingly popular among investors seeking high-growth opportunities.


