In August 2025, the financial world witnessed a significant shift. Sector-focused and thematic funds began to outperform traditional benchmarks like the Sensex and Nifty. This “thematic outperformance” marks a new era in investing. Investors are now prioritizing targeted exposure to…
COP28 pledges spark ESG fund inflows World leaders in Dubai agreed to triple renewable power by 2030. The pledge arrived with clear national action plans. Asset managers reacted fast. They pumped $6 billion into ESG equity funds during the two…
WTI crude pushed above ninety dollars per barrel after OPEC+ agreed to extend supply cuts through early 2026. The move sparked a swift rally in the S&P Oil & Gas Select Industry Index, even though U.S. shale output is cooling.…
Regional bank stress hit the market last week, and the KBW Bank Index fell more than six percent in five sessions. The drop came after three mid-size U.S. lenders revealed sharp deposit outflows in their first-quarter filings. Bond spreads widened,…
The surprise decision by U.S. regulators to postpone the Basel III “Endgame” capital rules has ignited what traders are calling the S&P Financials Endgame rally. Since the announcement, the S&P Financials Index has climbed 8 percent, adding nearly 40 index…
Breakthrough Phase-III results for next-generation GLP-1 obesity drugs have injected fresh momentum into the MSCI World Health Care Index. Traders have dubbed this the MSCI healthcare GLP-1 rally. With the index up 9 percent in just eight trading sessions, investors…