Daily BriefsMacro

Daily Brief Macro: Overview #21 India and more

In today’s briefing:

  • Overview #21 India, Gold and the Slow Death of AI


Overview #21 India, Gold and the Slow Death of AI

By Rikki Malik

  • A review of recent events/data impacting our investment themes or outlook
  • Indian market has discounted some of the issues the country faces 
  • The best performing assets in Q1 2025 continue to be our favourites

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