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Financial markets can be observed at multiple frequencies. If you are a trader, then you are probably staring at screens all day. As an investor, maybe reading this newsletter once a week is enough :) However, if you want to zoom in at any point, then it helps if there’s a public journal of important things.
This is where our market stream comes in.
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Markets this Week
An AI generated summary of media stories this week can be found here.
More here: country ETFs, fixed income, currencies and commodities.
Links
India
India seeks to boost manufacturing, hit $1.3 trln in exports through deregulation (reuters).
A surge in borrowing by Indian states is complicating the RBI's efforts to lower interest rates as officials worry the increased supply of state bonds could affect the yield curve (reuters).
In rural India, the bottom 40% households spend just 2.5% of MPCE (Monthly Per-capita Consumption Expenditure) on education, while spending 4% on pan, tobacco and intoxicants. The surge is driven primarily by gutkha and leaf tobacco use. The share of rural households consuming gutkha has risen nearly sixfold — from 5.3% to 30.4% of households. Today, 41% of all rural tobacco expenditure goes towards gutkha, making it the single largest tobacco product by value (indianexpress).
The Supreme Court’s Tiger Global verdict will open a can of worms. It also casts a long shadow over GIFT City structures by raising difficult questions for FPIs and funds claiming exemptions while maintaining a minimal on-ground presence with real control residing offshore (livemint).
The ascent of India’s economy (economist)
row
[American] Companies have successfully defended profit margins despite tariffs, with S&P 500 margins near record highs. The margin resilience has not come only from the mega-caps, with more than 70% of S&P 500 industries with rising gross profit margins as of Q3 (@_rob_anderson).
Trump wants to return to the 19th century’s international order (theatlantic).
The brunt of US tariffs — 96% — have been paid by US buyers (yahoo).
China’s fertility rate is now 0.98, far below the 2.1 needed for the population to remain stable (ft, thestandard).
NYSE launches a platform for trading and on-chain settlement of tokenized securities: 24/7 operations, instant settlement, orders sized in dollar amounts, and stablecoin-based funding (theice).
A look inside the prediction market mania (npr).
In Iran, at least 16,500 protesters have died and 330,000 have been injured, most of them in two days of slaughter in the most brutal crackdown by the clerical regime in its 47-year existence (thepost).
Meme of the Week
