Are You Riding the Emerging Market Wave?

Today’s Daily Byte

Markets wavered amid renewed tariff concerns, with potential US duties on Japan, South Korea, and possibly India, as the mini trade deal remains unresolved. Sentiment was further rattled by SEBI ordering Jane Street to return ₹4,000 crores, fueling fears of tighter F&O regulations. Despite early weakness, markets recovered slightly on hopes of trade deal progress and investor skepticism over tariff threats.

Reading Time : 6 Minutes

Emerging Markets Breakout: What It Means for Investors

After more than a decade of relative stagnation, emerging markets are showing signs of a major comeback. With the US dollar weakening and hard assets like gold and silver gaining momentum, investors may be witnessing the early stages of a broader rotation away from dollar-denominated assets and toward growth opportunities in developing economies.

Reading Time : 2 Minutes

India vs US 10-Year Yield: A Telling Shift

After years of maintaining a wide lead, the gap between India’s and the U.S.’s 10-year bond yields has narrowed to its lowest point in a decade. This shift reflects changing global interest rate dynamics, improved monetary policy in India, and evolving expectations for currency stability.

Reading Time : 2 Minutes