Know The Now – Signal vs Noise

In this month’s Know The Now, we look beyond the immediate market noise around AI, rising rates, inflation and stagnant equities to examine the underlying data and structural trends shaping markets. From the evolution of AI demand and global rate-hike cycles to India’s macro resilience and the case for international diversification, the report explores the forces driving investment opportunities across markets. We also share our latest tactical asset allocation and portfolio positioning.