Prashant Nair

Speaking about the capital market, Pratik Gupta, CEO of Kotak Institutional Equities said, "From a 5-10 year view, these stocks look very good but from a 6-12 months view, it is time to be a bit more cautious."

The US Federal Reserve announced a 50 basis point (bps) rate cut on September 18. Geoffrey Dennis, an Independent EM Commentator expects two more rate cuts for the rest of the year and a 100 bps rate cut next year.

In an exclusive interview with CNBC-TV18, Jamie Dimon, Chairman and CEO of JPMorgan Chase & Co, mentioned that the US has become too reliant on China for essential resources like rare earths, semiconductors, and pharmaceutical ingredients. He emphasized that this presents significant risks, particularly as policy disagreements between the US and China grow.

After a sizeable stimulus, the Shanghai is up 23%, the Hang Seng-listed Chinese company index is up 26%, and the property index is up a whopping 36% from their recent lows.

Bloomberg data shows that South Korea, Indonesia, Malaysia and Thailand posted net outflows last week, while according to BNP Paribas SA, over $20 billion was withdrawn from Japanese equities in the first three weeks of September.

Ben Powell, Chief Investment Strategist for the Asia-Pacific region at BlackRock Investment Institute said that the broader outlook for India remains positive, with strong economic fundamentals and ongoing reforms driving optimism.

Gold demand remains robust this festive season despite the spike in prices, say industry experts.

India is becoming more attractive due to its strong fundamentals, unlike China, where investors are still waiting for the impact of economic

Sandeep Bhatia, MD & Head-Equity, India, Macquarie Capital, emphasised that while there hasn't been a loss of interest in India and IPO subscriptions are likely to continue, it's unrealistic to expect that investment will flow into India unchecked.