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Santosh Rao, Head of Research/Partner, Manhattan Venture Partners, says foreign funds flows will ultimately come into India because India is the fastest growing economy in the world but right now, there is much better risk-reward outside India. So, right now, money is getting scattered around other places. But ultimately, it will come back to India. Rao also says that the Fed will probably have one cut this year and more next year when the US economy is expected to slow down. They won’t cut rates now because the prices are still high and there is a greater threat of inflation. US retail sales rose less than forecast in February, and the previous month was revised down to mark the biggest drop since July 2021. Anxiety is building among US consumers about the likely impact from US tariffs on the economy and their pocketbooks. China on the other hand, has announced a «Special Action Plan to Boost Consumption» in a bid to prop up domestic consumption in the world's second largest economy. How do you see these things impacting US consumers? Santosh Rao: Overall, right now, the US consumer is getting cautious. The underlying data right now is kind of soft, but people are really worried about the future, what is coming down the pike? The inflation expectations are high and that kind of feeds into the narrative and that one thing leads to another, so the prices keep going up. So, the big inflation, the resurgence of inflation is a big issue. So, you want to clamp that down. So, let us see.

Subscribe to enjoy similar stories. For Global companies, there is no place quite like America. As growth in China and Europe has slowed, its economy has continued expanding at a decent clip.

«Base case scenario getting worked out that the first half of the next financial year, earnings should start bottoming out, reflecting in probably the spread narrowing as well,» says Mayuresh Joshi, Head Equity, Marketsmith India. The question which we are debating, deliberating, and discussing is that do we have a durable trading bottom in place for the market now and it will take a lot of global bad news or local events to break that recent low. Mayuresh Joshi: We have been analysing a lot of aspects, including how the gap between the bond yields and the earnings yields have probably panned out over the last 10 to 15 years and in terms of this narrowing of spreads, we are below the long term averages.

Subscribe to enjoy similar stories. It seems like yesterday that we, as advocates for a sustainable economy, had the wind in our sails. At the 2021 United Nations climate change conference in Glasgow, many of the world’s largest asset managers, banks and insurers pledged to decarbonize their investment portfolios, loans and insurance policies in line with the Paris Agreement.

euro and other major peers on Tuesday as investors grappled with the potential economic impact of growing global trade tensions. Fears that U.S. President Donald Trump's aggressive tariff policies could trigger a broader economic slowdown has undermined the greenback amid a string of soggy sentiment surveys.

Many short-term positioning and momentum indicators suggest Wall Street was oversold, so in that light a continuation of the recovery is understandable. Chances for a truce in the Ukraine-Russia war, slender as they may be, are also lending some support to risky assets at the margins.

Slovenia’s possible participation in IMEEC represents an opportunity to position itself as an important route between India and the markets of Central and Eastern Europe. Slovenian Port Koper could represent a strategic gateway for logistic hub for goods distributions to these markets.

Subscribe to enjoy similar stories. The 10-year Indian bond yield, once trading at 12-13% in the late 90s, has now dropped from its 5-year high of around 7.5% to 6.7% as of February-end 2025. With the start of the interest rate cut cycle, yields are expected to fall further.

The recent stock market slump in the US has raised concerns about President Donald Trump's economic policies such as tariffs, immigration crackdowns and federal budget cuts. Will these policies eventually benefit the market and investors?

The latest federal data found that the pay gap between employees who remain in their positions and those who switch jobs has fallen to its lowest point in a decade, the Wall Street Journal reported. During the first two months of 2025, workers who remained with their previous employers received a 4.6% bump in pay, while job switchers received about a 4.8% hike, as per the report. While the fall in hike started from 2025, yet the difference was slightly more, job switchers gained an average of 7.7% in salary compared to the job stayers' 5.5% bump, according to Wall Street Journal.

Audi said Monday it will cut 7,500 jobs by 2029 in Germany, citing «immense challenges» as the country's auto industry battles slowing electric vehicle demand and rising Chinese competition. The cuts — amounting to about eight percent of Audi's global workforce — were aimed at boosting «productivity, speed and flexibility» at its factories in its home market, the manufacturer said. «The economic conditions are becoming increasingly tougher, competitive pressure and political uncertainties are presenting the company with immense challenges,» Audi, a subsidiary of Volkswagen, said in a statement. It is the latest bad news from the ailing auto sector in Europe's biggest economy, which has been hit hard by a stuttering shift to electric cars, fierce competition in key market China from local rivals and weak demand. Audi, headquartered in the Bavarian city of Ingolstadt, said the cuts would be in areas like administration and development and be carried out in a «socially responsible» manner, meaning there would be no compulsory redundancies.

Indian lenders as early as next month. Multiple-and simultaneous-central bank measures to boost systemic liquidity will help reduce the rates on instruments such as certificates of deposit (CD) and commercial paper (CP). Lower capital costs should also bring down lending rates earlier than expected. «The central bank's stance on liquidity management seems to have shifted toward 'accommodative' from 'neutral', as reflected in the large liquidity infusion through multiple tools,» said Soumyajit Niyogi, director-core analytical group at India Ratings. «If this continues, the overall rates in the economy, including lending rates by banks, may start softening.» However, the bet is on short-term rates easing first in FY26, when lower inflation is expected to help prolong the Reserve Bank of India's (RBI) easing cycle.

Donald Trump tariffs have ignited growing fears of a slowdown in the US housing market in 2025, as economic recession fears spread across financial markets. With the US housing market already facing affordability concerns, analysts say further tariffs would further suppress market activity.

The OECD lowered its UK GDP growth projections for 2025 to 1.4% for this year, down from the agency's 1.7% forecast in December 2024. Similarly, growth expectations for 2026 were lowered by 0.1 percentage points to 1.2%. In addition, the OECD expects headline inflation to hover at 2.7% in 2025, unchanged from its December outlook. 'Tough year ahead' as UK GDP shrinks 0.1% in January Despite the trim in forecasts, UK Chancellor Rachel Reeves said the UK is still expected to be «Europe's fastest growing G7 economy over the coming years – second only to the US». According t...

New York State plummeted this month by the most in nearly two years, a survey showed on Monday, with new orders falling sharply and input prices climbing at the fastest rate in more than two years in the latest sign the economy may be weakening, as per a report. The Federal Reserve Bank of New York said its Empire State manufacturing index plunged by nearly 26 points — the largest drop since May 2023 — to a reading of negative 20.0 from positive 5.7 in February, Reuters reported. The reading was lower than all 26 forecasts in a Reuters poll of economists, which had a median expectation of minus 1.50. «New orders and shipments declined,» the report said. «Input prices increased at the fastest pace in more than two years, and selling price increases also continued to pick up. Optimism about the outlook waned considerably for a second consecutive month.» It was the latest survey to paint a picture of a weakening factory sector struggling to adjust to President Donald Trump's roll-out of tariffs on a rapidly widening range of imported goods. Trump on Monday repeated his threat that more tariffs are coming in early April, and he reiterated that he had no intention of granting exemptions for the hefty levies on steel and aluminum imports that went into effect last week.

“They have come and enriched us here, created huge jobs. We must be an open progressive forward society not parochial like some of our neighbors, he said in a post on X. “The best and brightest of India are welcome here.” He was referring to data that showed most unicorn founders came from Maharashtra followed by Delhi, Uttar Pradesh, Rajasthan and Tamil Nadu. In a series of posts, he warned that Karnataka was on its way of losing out massively by the time the term of the present Congress regime ends, while urging chief minister Siddaramaiah to act for a “mid-course correction". The former Infosys board member said this in response to a reported remark by Telangana CM Revanth Reddy that his state was finding it difficult to pay salaries to employees on the first day of every month due to the weak financial position of the state.

Trump administration's tariffs on imported goods from Canada, Mexico and China — some already in place, others set to take effect in a few weeks — are already driving up the cost of building materials used in new residential construction and home remodeling projects. The tariffs are projected to raise the costs that go into building a single-family home in the US by USD 7,500 to USD 10,000, according to the National Association of Home Builders. Such costs are typically passed along to the homebuyer in the form of higher prices, which could hurt demand at a time when the US housing market remains in a slump and many builders are having to offer buyers costly incentives to drum up sales. We Buy Houses in San Francisco, which purchases foreclosed homes and then typically renovates and sells them, is increasing prices on its refurbished properties between 7 per cent and 12 per cent. That's even after saving USD 52,000 in costs by stockpiling 62 per cent more Canadian lumber than usual. «The uncertainty of how long these tariffs will continue has been the most challenging aspect of our planning,» said CEO Mamta Saini.

US economy. The outlook is bumpier than anticipated, with lower growth rates, greater inflationary pressures, and more complicated international economic and financial interactions.

Subscribe to enjoy similar stories. UBS said it will start the most complex part of its Credit Suisse integration in the coming months, as the banking giant deals with uncertainty amid global trade tensions and Swiss proposals to tighten capital rules. The Swiss banking group will begin the migration of former Credit Suisse client accounts in Switzerland to the UBS platform in the second quarter, it said in its annual report published Monday.

recession are mounting as economic indicators—both traditional and unconventional—point to growing financial strain. Consumers are cutting back on discretionary spending, companies are tightening their forecasts, and market volatility is rising, all while U.S. President Donald Trump’s trade policies continue to rattle investor confidence. Economists define a recession as a “significant decline in economic activity” lasting more than a few months, often marked by a drop in GDP, rising unemployment, and weaker industrial production. While some analysts maintain that the economy remains stable for now, Goldman Sachs recently raised the probability of a recession this year to 20%.