Eqbac

August 14, 2025 / August 14, 2025 by EQBAC

While much of the world remains fixated on U.S.-China tensions, a quieter recalibration is unfolding in Southeast Asia, one that carries significant implications for capital allocation, trade flows, and long-term investment themes. The Association of Southeast Asian Nations (ASEAN) is actively repositioning itself as a strategic and increasingly investible middle ground. Over the past two […]

Read more »

Eqbac

July 18, 2025 / July 18, 2025 by EQBAC

You can delegate your rebalancing. You can automate your tax harvesting. But can you trust an algorithm to tell an investor when to stay the course during a market panic? Artificial intelligence has been realized in portfolio management and is reshaping how trades are executed, risks are modeled, and asset classes are evaluated. But here’s […]

Read more »

Eqbac Market Insights

June 16, 2025 / June 16, 2025 by EQBAC

The past two years have served as a reminder that the US equity market is not just resilient—it’s adaptive. Following consecutive annual gains of 24% in 2023 and 23% in 2024, 2025 opened with cautious optimism. Not because of momentum alone, but due to shifting fundamentals that are changing the complexion of returns. Broader earnings […]

Read more »

Eqbac Market Insights

May 16, 2025 / May 16, 2025 by EQBAC

The global trade order is undergoing a major realignment. With the U.S. stepping up tariffs on Chinese goods and intensifying its tech decoupling agenda, the world is watching a reconfiguration of supply chains that were once tightly bound to China. This shift isn’t just a geopolitical maneuver—it’s triggering second-order effects that smart investors are already […]

Read more »

Eqbac

April 29, 2025 by EQBAC

For Non-Resident Indians (NRIs) looking to channel their global earnings back into India, 2025 presents a highly favorable environment for mutual fund investments. With India on track to grow at 6.3% to 6.8% this year, a stable rupee, and continued focus on investor-friendly reforms, the Indian mutual fund market offers both growth potential and accessibility. […]

Read more »