What’s top of investors’ minds this week?

Earnings are buffering tariff uncertainty. Higher than expected US inflation in January has added to the uncertainty created by the Trump Administration’s vacillations over tariffs. However, better than expected earnings have allowed asset market returns to remain positive and equity and bond volatility to moderate somewhat.

Indian monetary reflation could accelerate. The Reserve Bank of India (RBI) cut its policy rate 25bps at its February meeting, as expected, and is continuing to inject liquidity into the financial system.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.