Global equities show firm momentum, driven by US futures near record highs. However, a narrow rally concentrated in mega-cap stocks raises structural concerns, with sectors like healthcare and discretionary consumption showing weakness. Capital allocation is increasingly momentum-driven, with India temporarily out of favor for global investors.

Global equity funds recorded their first weekly outflow in nine weeks as rising inflation concerns and surging borrowing costs dented investor sentiment. While U.S. and Asian…

Global equities show firm momentum, driven by US futures near record highs. However, a narrow rally concentrated in mega-cap stocks raises structural concerns, with sectors like…

Foreign investors withdrew almost $5 billion from India funds in March 2026. This outflow stemmed from global uncertainty and high valuations. Experts believe this is not a loss…