Synopsis
Market strategist Cameron Brandt notes global markets are resilient despite geopolitical concerns, with investor behavior driven by fear of missing out rather than macro risks. While US bond yields are pulling back, Brandt doesn’t foresee a recession, and India’s investment outlook remains positive despite a temporary pause in flows.
ETMarkets.comUS Bond Yields and Recession Risks
On the recent decline in the US 10-year bond yield, Brandt said:
“We may be heading into the next Fed meetings without all the necessary data. Private forecasts suggest no major obstacles to the Fed cutting rates next year. Growth relative to the cycle may slow, but I am not seeing signs of a recession.”
Geopolitics and Investor Behaviour
Regarding globalgeopolitical concerns, he noted:
“Markets have largely ignored major geopolitical shifts. The dominant driver of flows is fear of missing out. Recently, we’ve seen big inflows into US and China equity funds, while fixed income remains cautious but steady.”
India’s Investment Outlook
On India, Brandt observed:
“Compared to the US and China, investors were fully invested when the market topped out. India remains in the conversation with 6% expected growth, but flows will take time to return fully. There’s no rush yet.”
Conclusion
Investors continue to balance caution with growth opportunities. Brandt emphasizes that fear of missing out, rather than geopolitical or macro risks, remains the dominant factor shaping flows.
(You can now subscribe to our ETMarkets WhatsApp channel)
(What’s moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .)
Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today.
Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price
…moreless
(You can now subscribe to our ETMarkets WhatsApp channel)
Read More News on
Global marketsUS bond yieldsinvestorsgeopolitical concernsUS recessioncapital flows
(What’s moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .)
Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today.
Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price
…moreless
});
}
if(listing) {
var h3 = “You tried reading ” + listArr.length + ” locked stories in the past ” + threshold + ” days.”, h4 = “Become an ET Prime member and don’t miss out on these exclusive stories.”;
var html =
‘
‘;
$(‘#paidSCWidget’).html(html);
var callback = $(‘#paidSCWidget’).attr(‘data-callback’);
if(callback && window[callback]) {
window[callback]();
}
customDimension.dimension72 += ‘ | Shown SYFT no Trial_With Missed Paywalled Articles Collection’;
} else {
_processNormal()
}
}
});
} else {
_processNormal();
}
} catch (e) {
_processNormal();
}
}, function () {
_processNormal();
});
//console.log(‘storyCollectionLoad’, $);
}
What’s Included with
ETPrime Membership
1Exclusive Insights That Matter
Uncover the truth with our investigative stories
Make strategic moves using the real-world case studies
Read industry-specific stories to identify emerging trends
Spot opportunities with in-depth insights that matter
-
Trump temper on H-1B visas is forcing Indians to do these things to stay put in US
What Adani’s US indictment means for India Inc’s overseas fundraising
-
Why veterans like Reliance, L&T are on acquisition spree? Aswath Damodaran has an answer.
Will China’s dollar bond sale in Saudi Arabia trump the US in financial world?
-
Huawei launches its own OS to compete with Google and Apple. But can it win beyond China?
The problem with lab grown diamonds
-
Why a falling rupee is a better option for the economy
A list of top 20 momentum stocks that have delivered massive returns in one year
2Invest Wisely With Smart Market Tools & Investment Ideas
Grow your wealth with stock ideas & sectoral trends.
Buy low & sell high with access to Stock Score, Upside potential & more.
Get to know where the market bulls are investing to identify the right stocks.
Check the score based on the company’s fundamentals, solvency, growth, risk & ownership to decide the right stocks.
Analyze the market sentiments & identify the trend reversal for strategic decisions.
Ask your stock queries & get assured replies by ET appointed, SEBI registered experts.
3Stay informed anytime, anywhere with ET ePaper
Read the PDF version of ET newspaper. Download & access it offline anytime.
Read your daily newspaper in Digital View & get it delivered to your inbox everyday.
Manage your money efficiently with this weekly money management guide.
4Times Of India Subscription (1 Year)
Read the PDF version of TOI newspaper. Download & access it offline anytime.
Explore the In-depth explanation of complex topics for everyday life decisions.
Get fitter with daily health insights committed to your well-being.
Manage your wealth better with in-depth insights & updates on finance.
Stay globally informed with exclusive story from New York Times.
5Enjoy Complimentary Subscriptions From Top Brands
Access 20+ premium subscriptions like Spotify, Uber One & more.
Stream new documentaries from all across the world every day.
6Get Inspired by Grandmasters
