Indian rupee is a strong EM bet amid US election uncertainty, supported by RBI's $10.8B FX intervention by Oct. 25. India’s forex reserves rank 4th globally, keeping the rupee stable, while the country’s domestic-focused economy limits exposure to US policy shifts. pic.x.com/BKERonypqp

Corporate earnings in India are showing weakness, with Jefferies noting over 60% of 98 tracked firms have downgraded EPS estimates, the highest since early 2020. Rising unsecured loan defaults raise concerns, prompting lenders to tighten credit, which could impact stock prices. pic.x.com/SnrPODKICM

🚨 US sanctions numerous entities, including India's Shreya Life Sciences, accused of sending AI and ML servers to Russia. This is part of a broader move against sanctions evasion, with India now the second-largest supplier of critical goods to Russia, after China. x.com/BigBreakingWir…

Asia's $6.4 trillion FX reserves, excluding Japan, reassure investors of central banks' capacity to counter the dollar's strength post-US election. This figure has risen from $6.2 trillion in 2023 and $5.9 trillion in 2022. China holds nearly half, with India at a record $700B. pic.x.com/HU5g3xcrHv

Table of World Countries' Current P/E Ratio The table shows current P/E ratios for the US, India, and China, with historical averages. High P/E ratios in the US and India indicate elevated valuations, while China’s lower ratio suggests undervaluation. pic.x.com/1oOUzjxqlg

🚨 As the U.S. election approaches, Asian sovereign bonds like those from India, Indonesia, and South Korea are gaining attention. With manageable inflation and new leadership, Indonesia stands out. India's inclusion in FTSE Russell's index could attract $9 billion in inflows. pic.x.com/MC9naBp2iQ

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🚨 Foreigners are exiting Indian debt too, with index-eligible bonds seeing their first monthly outflow in six months. Fully Accessible Route bonds, open to foreign investors, saw 40,000,000,000 rupees ($476 million) outflows in October in India’s $1.3 trillion market. pic.x.com/XeMk5ddUUe x.com/BigBreakingWir…

🚨 Besides China, South Korea, Japan, and Indonesia attracted over $18.5 billion in foreign investments in 2024, per Dezerv's data as of October 21. In the second week of October, $40 billion flowed into emerging markets, with $39 billion going to China. Read more 👇 x.com/BigBreakingWir…

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🚨 IMF updated its 2024 growth forecasts, raising estimates for the U.S. (2.8%), Brazil (3%), Britain, and India (7%), while lowering them for China (4.8%) and Japan. Global GDP growth remains at 3.2%, amid risks from conflicts and trade wars. bigbreakingwire.in/imf-2024-growt…

🚨 In September, JP Morgan Global Manufacturing PMI dropped to 48.8, marking a third straight month of deteriorating conditions. This decline was the fastest in nearly a year, with most components showing contraction, except for suppliers' delivery times. bigbreakingwire.in/global-manufac…

🚨 Foreign investors pulled 8.7 billion rupees ($104 million) from Indian sovereign bonds for the second week, as the yield spread between Indian and US bonds narrows, signaling reduced interest in Fully Accessible Route bonds, per Clearing Corporation of India data. pic.x.com/JqbZ2vitBX

🚨 Hedge funds are betting against clean energy sectors like batteries, solar, EVs, and hydrogen, favoring fossil fuels despite global green stimulus. They cite underperformance in green stocks and slower-than-expected returns as key reasons. pic.x.com/DAYI4uPbTt

🚨 India plans to restrict imports of laptops, tablets, and PCs after January, aiming to boost domestic manufacturing by companies like Apple. This could disrupt the $8-$10 billion industry and alter the landscape of India's IT hardware market, which relies heavily on imports. x.com/BigBreakingWir…

🚨 USA has overtaken India as the world's most expensive market, with India slipping to second place. pic.x.com/87pM2qJxFr x.com/BigBreakingWir…

🚨 India's government stated it will allocate spectrum for satellite broadband administratively, not through auctions, following Musk's criticism of Ambani's auction plan. Musk's Starlink aims to launch in India and could create significant competition for Ambani’s services. x.com/BigBreakingWir…

🚨Elon Musk, the head of Starlink, reacted to news that India might auction satellite broadband spectrum instead of allocating it. He called this move "unprecedented." Starlink believes licenses should be allocated, while Mukesh Ambani's Reliance argues for auctions for fairness. pic.x.com/dVGnbNXcMy