geopolitical impact on markets

Cameron Brandt says Trump-Putin meeting unlikely to spark major market shifts

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Cameron Brandt says Trump-Putin meeting unlikely to spark major market shifts

“In terms of market impact, however, from where we sit—watching big universal mutual fund and ETF flows—geopolitics has really not been a meaningful long-term driver of flows for quite some time,” says Cameron Brandt, EPFR Global.Firstly, let us talk about what you think will really come out of Trump and Putin’s meeting in Alaska, because … Read more

Scale down expectations from stock market in 2025: Dhiraj Relli, HDFC Securities

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Scale down expectations from stock market in 2025: Dhiraj Relli, HDFC Securities

Arguing that a sustainable upmove in Sensex will require FPIs to turn positive on India in the new year, Dhiraj Relli, MD & CEO, HDFC Securities, says investors will do well to scale down their expectations of returns from the equity market. “Although we may see a 10% upside from here in the early part … Read more