Germany: Successful Implementation of Infrastructure Investment Key to Growth, Fiscal Sustainability

Infrastructure investment gap Timely disbursement of EUR 500BN Infrastructure Special Fund through 2035 is important for the development trajectory of Germany. To ensure additionalness, the core budget will require to maintain investment levels. Planned investment mainly targets high-effects in road, rail and digital infrastructure, which must address the most important requirements to narrow the existing…

Read More

China: Stimulus or Status Quo? Beijing Faces Crossroads Amid Trade Uncertainty

Will tariffs rebuke China’s rebound? However, American tariffs over major South East Asian countries have expressed concern about China’s economic approach. Vietnam agreed to 20% tariff and 40% levy on transmission bound for the US, potentially ignored the US tariffs, targeting Chinese exporters. China’s exports to Southeast Asian countries including Vietnam jumped 16.8% YOY in…

Read More

U.S. Retail Sales Rebound in June; Jobless Claims and Fed Survey Signal Mixed Outlook

Philadelphia fed manufacturing survey changes positively The July Manufacturing Business Outlook survey of the Federal Reserve Bank of Philadelphia showed a reversal in the regional factory activity. The general activity index climbed to 15.9 – after February three months after contraction. The new orders increased to 18.4, and the shipments increased to 23.7. Employment also…

Read More

A note on multi-asset funds

The number of asset management companies (AMCs) has increased over the years. It makes it difficult for product discrimination in equity space, as funds usually invest within the universe of 500 shares that include large-cap, mid-cap and small-cap. Therefore, it is not surprising to see AMCS making various products to woo investors. In recent times,…

Read More
gift a book More Than a Motorcycle: The Royal Enfield Bullet Story