The World Economy in May 2026: Holding Together — But Just Barely Global Markets Intelligence ◆ May 2026 ◆ Economic Outlook Series BRENT CRUDE $108.17 ▼ WTI $101.94 ▼ US CORE PCE 3.2% YoY FED FUNDS RATE 3.50–3.75% S&P 500 APR +10.4% ▲ NASDAQ APR +15.3% ▲ EUROZONE GDP Q1 +0.1% QoQ CHINA Q1 GDP…
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The $10 Billion Exit: Unpacking the FPI Sell-Off in Indian Equities
The Indian stock market is facing a “March Madness” of a different kind. After a hopeful rebound in February, Foreign Portfolio Investors (FPIs) have hit the exit button with intensity, offloading a staggering Rs 88,180 crore (approx. $9.6 billion) in just the first twenty days of March. According to NSDL data, foreign investors have been…
🏦 The Fed’s High-Stakes Pause: Why January 2026 is the New ‘Taper Tantrum’ Risk
The first FOMC meeting of 2026 (Jan 27-28) is nearly here, and the “higher for longer” ghost is back. While a rate pause is 97% priced in, the real story isn’t the decision—it’s the danger of standing still. Here is your data-driven preview of why this “pause” might be more volatile than a “pivot.” 📊…
India-Australia ECTA: Racing Toward the $100 Billion Target
🎯 The Bold Vision When India and Australia signed the Economic Cooperation and Trade Agreement (ECTA) on April 2, 2022, they set an audacious target: bilateral trade worth AUD 100 billion by 2030. As we enter 2026, the partnership is accelerating—but is the $100 billion dream realistic? 📊 The Numbers That Matter Current Trade Snapshot…
Dalal Street Week Ahead: Key Factors to Watch
The upcoming week is expected to see rangebound market movement, with investors focusing on key central bank meetings, including the U.S. Federal Reserve (FOMC), Bank of England (BoE), and Bank of Japan (BoJ). Other critical factors include developments in the global trade war and China’s retail sales and industrial production data. Market Recap & Outlook…
“The Indispensability of Risk” by Howard Marks from Oaktree Capital Management.
The memo by Howard Marks of Oaktree Capital Management explores the concept of risk in investing, drawing an analogy between investing and chess. The author highlights the role of sacrifice in chess, where a player intentionally loses a piece to gain a more advantageous position. This concept is then applied to investing, where taking on…
NSE Reduces Lot Size for Nifty 50 Contracts
The National Stock Exchange (NSE) has made significant adjustments to the lot size for trading derivatives contracts linked to the Nifty 50 index, aiming to enhance accessibility and participation in the market. Here’s a breakdown of the revisions and their implications: Reduction in Lot Sizes Nifty 50 Index The lot size for Nifty 50 contracts…
Unlocking Kotak Mahindra Bank Q3 Performance: 4 Key Insights Revealed
Profits Unveiled In its financial update for Q3 ending December 31, 2023, Kotak Mahindra Bank showcased a net profit of Rs 3,005 crore. This marked a noteworthy 7.6 percent YoY growth, despite falling slightly below analyst projections of a Rs 3,243 crore profit. Net Interest Income Triumph The bank’s net interest income (NII) outshone expectations,…
Unveiling the Growth: Tecno, Infinix, and Apple Dominate Southeast Asia’s Smartphone Market
In the dynamic landscape of Southeast Asia’s smartphone market, a noteworthy trend emerges as shipments experienced a 2% year-on-year decline. However, a promising 3% quarter-on-quarter increase in Q3 signals a resurgence in smartphone demand. The Rise of Tecno, Infinix, and Apple In the midst of this shift, Counterpoint Research reveals that Tecno, Infinix, and Apple…
Is India Emerging as the Shining Star in the Global Economic Landscape? Insights from Morgan Stanley’s Chief Economist
In today’s ever-evolving global economic landscape, India is steadily emerging as a promising and vibrant player. Let’s dive into the remarkable potential and growth opportunities that Chief Economist at Morgan Stanley, the esteemed financial institution, highlights in this exclusive report. India’s Economic Resilience As we navigate through the complexities of the global economy, it becomes…
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