Despite US Fed rate hikes, Indian economy showed resilience amidst geopolitical uncertainties and FPI outflows, supported by robust GDP growth and a stable rupee.
The US 10-year yield surged past 5%, led by Fed's tightening and fiscal concerns, but later retraced due to inflation easing and reduced overseas demand.
Chinese real estate downturn raised worries of economic slowdown, amplified by job market struggles and corporate leverage, posing global repercussions if unaddressed.
Ongoing Russia-Ukraine conflict and other geopolitical tensions require international cooperation to mitigate potential global instability.
Stocks like Apple, Microsoft, and Tesla accounted for substantial S&P 500 returns, driven by varied reasons including valuation and AI adoption.
India defied expectations, revised growth projections upward, but faces external risks from a slowing global economy impacting exports.
Sectors like capital goods surged, yet high valuations pose sensitivity to market expectations, requiring cautious investor approach.
Consistent SIP inflows surpassed previous averages, fortifying Indian markets despite Foreign Institutional Investor outflows.
Robust housing sales post-COVID, driven by affordability, regulatory measures, and a buoyant economy, signal a strong sector resurgence.
RBI's strategic policy stance, deviating from the Federal Reserve’s tightening, supported broad-based growth while managing inflation within tolerance levels.