THE WEEK AHEAD
In this week's podcast, Mark Lister, Investment Director, discusses the S&P 500 reaching its highest level since August 2022; investors welcomed a resolution to the debt ceiling debate, along with signs of easing inflation and labour market conditions. In Aotearoa, the week will be shortened due to the King's Birthday holiday on Monday, while the Reserve Bank of Australia's interest rate decision will be key in Australia.
CLIENT ONLY - THE INDIAN OPPORTUNITY
India is home to about a sixth of all the people in the world, having recently overtaken China as the world's most populous country. It has a relatively stable political backdrop, a youthful population, and a growing consumer sector. We spoke to Emily Whiting, Executive Director at JPMorgan Indian Investment Trust about the exciting long-term investment opportunity India offers.
WHAT DOES A CENTRAL BANK PAUSE MEAN FOR MARKETS?
The Reserve Bank of New Zealand (RBNZ) and the Federal Reserve in the US both increased interest rates again last month. You can never be sure, but that could’ve been the final increase from both central banks. RBNZ projections imply as much, and while it’s unclear whether the Fed will move again, many economists believe it too has done enough. What does this mean for investors, and will it prove to be a turning point for financial markets?