Global Views
Global Market Views
International market outlook, US macro analysis, India vs global returns, and thematic investment themes. Co-branded with Valura research.
MonthlyGlobal Outlook
US Macro
US Macro Outlook: Q2 2026
Federal Reserve policy stance, inflation trajectory, and impact on Indian investments.
Read →Comparative
India vs Global Returns: A 10-Year View
Comparative analysis of Nifty, S&P 500, and Nasdaq returns for Indian investors.
Read →Thematic
Thematic Investing: AI Revolution
How the AI infrastructure build-out is creating investment opportunities globally.
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