Geopolitical tensions not yet a red flag for investors: Cameron Brandt

Geopolitical tensions not yet a red flag for investors: Cameron Brandt

“Historically, things have to get pretty bad before investors really get chased out of a market and while there will certainly be more caution until this gets resolved, I do not think it is going to completely reverse the flows that sort of India funds and sort of Indian asset markets in general I have … Read more

There be more ripple effects of Yen carry trade unwinding for India: Cameron Brandt

There be more ripple effects of Yen carry trade unwinding for India: Cameron Brandt

Cameron Brandt, Director of Research, EPFR Global, says equity investors are treating market volatility as something of an opportunity and there is a bit of buying. Investors are coming in on lower valuations and cheaper entry points for ETFs in key markets. However, as investors are taking some risk off the table in high-yield bond … Read more

Investors fleeing to cash like it’s 2020

Investors fleeing to cash like it’s 2020

Investors poured the most money into cash since April 2020 on fears of a looming recession, but stocks could see further declines as they don’t fully reflect that risk, say Bank of America Corp strategists. Even as major benchmarks bounced off last month’s lows, the bank’s report citing EPFR Global data showed cash funds received … Read more