E.M.I. - Economy, Markets & Investments | September 2024 Edition

We’re here with the September edition of our E.M.I. series – Economy, Markets and Investments with Mr. Arjun Nagarajan, Chief Economist & Commodities Fund Manager.

#TheWiseCast #SundaramMutual #Economy #Investments #markets

Chapters
00:00 Introduction
00:38 Chapter 1: What can we learn from the past Fed rate cut cycles?
03:00 Chapter 2: What do Fed rate cuts look like when seen along with the US business cycle?
05:41 Chapter 3: How have markets and macros performed 1Y after the first Fed rate cut?
07:52 Chapter 4: Is the RBI always dependent on the Fed for its rate cut cycles?
10:21 Chapter 5: India macro indicators
12:03 Chapter 6: What are the structural drivers of the US Dollar index?
15:11 Chapter 7: India markets in August
15:46 Chapter 8: India market capitalisation around all-time highs
16:32 Chapter 9: What do All-Time-High markets tell you about future returns?
18:26 Chapter 10: Does diversification significantly improve risk-return profiles?