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With increased noise around the US in recent times, this month’s edition explores trends in US capital markets and shifts in consumer spending. We also highlight the growth in the MSME segment and a strong capacity outlook for renewables in the Indian context.

  • Can S&P 500s structure change over time?
    Growth is slowing down in the public markets, especially from the listed software players. With AI driving the next leg of non-linear growth, this has ramifications of how the S&P 500s returns could look like over the next 5 years.
  • What is shaping the US consumer mindset
    Inflation and tariff policies remain top concerns, shaping consumer behaviour and spending patterns.
  • MSMEs move to the forefront in India
    The MSME segment has become a key engine of credit growth, surpassing retail lending in many Indian banks.
  • China’s rise in pharma
    The China market has moved from a low-cost service provider to an innovator large pharma.

Also featured:
Self-made vs. inherited wealth: A closer look at the world’s billionaires
A Quiet Transformation: Rise of women Chartered Accountants in India

Swipe through the full deck for charts, data, and our sources.
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