17 September 2025
Rana Gupta, Senior Portfolio Manager, Indian Equities
Koushik Pal, Senior Director, Indian Equities
On 3 September 2025, India’s Goods and Services Tax (GST) Council approved significant GST simplifications and reductions for a range of
categories. This has come at the right juncture given the country faces a potential slowdown from higher-than-expected US tariffs on Indian goods exports. In this investment note, Rana Gupta, Senior Portfolio Manager, Indian Equities, and Koushik Pal, Senior Director, Indian Equities, examine the impact of this “structural rate cut” on the country’s economic trajectory and equity investment opportunities in the background of the US tariff situation and its impact when US-India trade relations were to normalise.
Global Healthcare Equities Q&A
This Q&A provides an updated overview of sector performance, examines the impact of recent US healthcare policy developments, and outlines key investment strategies and themes. It also highlights the growing role of artificial intelligence (AI) in healthcare innovation and shares practical tips to help investors navigate market volatility.
Q&A: Potential market impact of a US government shutdown
The US Senate failed to pass a last-minute funding deal, triggering the first federal government shutdown in nearly seven years starting from 1 October. Our Multi-Asset Solutions Team shares insights on how markets have responded during past shutdowns, and how investors can position themselves amid the uncertainty.
Fed’s first rate cut of 2025: Implications & takeaways
After nine months on pause, the US Federal Reserve (Fed) announced another rate cut of 25 basis points (bps) on 17 September (US time), bringing the federal funds rate into a target range of 4%-4.25%. Alex Grassino, Global Chief Economist, and Yuting Shao, Senior Global Macro Strategist, share their latest views on the rate decision and its implications for Asia.
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