The markets have been cruising globally. Wait! Can you repeat that; you ask. Indian equities have barely done anything in the past 12 months. That’s correct. Done nothing much, and yet Indians have pumped in almost USD3.5Bn monthly in the securities market over the past 12 months.
Where did the money go?
Well, all these past 12 months when we were pushing monies via lumpsum and SIPs, the FIIs and foreign institutions have relentlessly sold our markets. Because we kept buying, our markets have NOT crashed badly and stayed steady for over 15-18 months. While we have not made any money yet, we kept our head above water.
The US / Asia (including China) was on fire in the past 12 months. Now that looks like an overheated hotplate. The entire bubble territory in the stock market is coming from the US. As always and as has been in the past market busts.
So now what?
Well, its “Tu meri Nahin toh kisi ki Nahin” might play out in the global stock market. Meaning: the US market might see a collapse and take half of the world down with it. When? Sooner than you expect.
Download the report below:
Brace_for_Impact_2025_Outlook_Global_and_India_Oct_18_2025
DISCLAIMER
The current view presented in the following pages is collated from various source and NOT an opinion from EERIMA (QualSCORE®) and therefore treat this communication as an information document. Please consult your investment advisor on the action on your portfolio. This document does NOT contain any BUY/SELL/HOLD recommendation on any of the securities, Indian or Global.
Investments are subject to market risks please read all information documents / memorandum before investing.