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Category: Views & Analysis

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President Trump: 6 Months and Beyond

By Mihir Kapadia, CEO of Sun Global Investments. In November 2016, for most observers, a Donald Trump win was a slightly worrying possibility and a Hillary Clinton victory seemed to be the best route for economic continuity and stability.  But then the unexpected happened; Trump won the Presidential Election and ...

Global Market Overview 18 February 2016

SGIL- Global Market Overview 18 February 2016 ...

Global Market Overview 8 February 2016

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Sanjiv Shah, Chief Investment Officer, speaking on the yuan’s inclusion in the IMF’s SDR basket:

“This has been the most anticipated and watched Fed move for a while. It comes at a time when emerging markets especially BRIC countries are showing signs of vulnerability. Yet very rarely have been market participants been so split on their view of which way the Fed should move. “We ...

Mihir Kapadia, CEO, speaking on PM Modi’s visit to the UK and UK-India investments:

“Prime Minister Modi’s visit to the UK gives London’s financial services sector a unique opportunity to cement ties with what is now the world’s fastest growing economy and work together with their Indian counterparts to take advantage of the liberalisation of the Indian economy. British companies should be confident that ...

Ajay Marwaha, Director of Investments, speaking on the performance of the India economy:

“As the figures show, the outlook for India’s economy remains optimistic. It has been less impacted by the slowdown of China than other emerging markets but it must ensure that internal structural reform continues at a brisk pace. “Given a limited scope for incremental rate cuts in the short run, India ...

Sanjiv Shah, Chief Investment Officer, speaking on the US jobs data and likelihood of a rate hike by the US Federal Reserve:

“The US NFP data released today is much stronger than expected and has already set a positive tone for US stocks, with bond yields rising by 10 base points across the curve.” “These figures, held alongside Yellen’s statement last month, give us a strong reason to believe that a December ...

Mihir Kapadia, CEO, speaking on the emerging Markets crisis and the looming Fed rate hike:

“This has been the most anticipated and watched Fed move for a while. It comes at a time when emerging markets especially BRIC countries are showing signs of vulnerability. Yet very rarely have been market participants been so split on their view of which way the Fed should move. “We ...

Market Overview 11th December 2015

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Market Overview 9th December 2015

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