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Investors are recalibrating expectations as a U.S. Federal Reserve leadership change looms. Once anticipating rate cuts, markets now face uncertainty due to internal Fed divisions and rising energy prices. This shift suggests a prolonged period of higher rates, impacting investments and complicating the central bank’s inflation fight.Read More

ECB President Christine Lagarde dismissed stagflation concerns in the euro zone, even as risks to growth and inflation rise. The central bank held rates steady and maintained modest growth projections. While inflation pressures persist and economic momentum weakens, the ECB said current conditions do not reflect historical stagflation dynamics.Read More

Indian equities present a compelling opportunity for patient investors. Recent underperformance has already factored in negative news. Alok Agarwal of Alchemy Capital Management highlights sectors like metals, capital markets, power infrastructure, and defence. He believes the current caution offers an attractive entry point for those looking beyond immediate challenges. Accumulation is advised for long-term gains.Read More

The Government of Singapore’s India portfolio declined in value despite select stocks delivering strong gains. While several holdings posted double-digit returns, others saw sharp losses, reflecting mixed performance. The portfolio also saw fresh additions during the March 2026 quarter, signalling continued active allocation and strategic shifts across sectors.Read More

Oil prices climbed Friday as Iran conflict resolution efforts stalled, with Tehran blocking the Strait of Hormuz and the U.S. Navy restricting Iranian crude exports. Brent crude futures rose to $111.59 a barrel, and WTI futures reached $105.46, marking four consecutive months of gains. Tensions escalated with threats of “long and painful strikes” on U.S. positions if attacks resume.Read More