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#IndiaEdition The Shah Rukh Khans of Indian Business Are Being Replaced

Interviewed Tohru Sasaki of JPMorgan, who was ranked the top forecaster of the yen last quarter. He expects the yen to weaken to 152 against the dollar this year, and 155 in 2024, as the BOJ struggles to hike rates or push inflation down. bloomberg.com/news/articles/…

As the world comes here to Delhi for the G-20, some key names are missing. Follow our live coverage of the summit (it's free to read). bloomberg.com/news/live-blog…

Goldman sees India’s inclusion to JPMorgan’s key emerging market index spurring inflows upwards of $40 billion over the next 18 months trib.al/vcT73rZ

It's not just tycoons. A new class of wealthy entrepreneurs, executives and dealmakers are muscling into India’s luxury market. trib.al/PVvMBuZ

Insurers in India are lining up to grab a share of the nation’s debut 50-year bond offering, highlighting the growing heft of long-term investors in the nation’s $1 trillion debt market trib.al/CYBtL3R

Insurers in India are lining up to grab a share of the nation’s debut 50-year bond offering, highlighting the growing heft of long-term investors in the nation’s $1 trillion debt market bloomberg.com/news/articles/… via Bloomberg Markets Malavika Kaur Makol 马唯佳

A new class of wealthy elites is on the rise in India, expanding the reach of its luxury market. As China’s growth plateaus, will India be Asia’s next luxury hub? Malavika Kaur Makol 马唯佳 explains trib.al/ExSl0Q3

Currency traders are taking ever more risk playing the unusually calm Indian rupee, selling options that pay them pennies if it stays where it is but exposes them to potentially unlimited losses bloomberg.com/news/articles/… via Bloomberg Markets Malavika Kaur Makol 马唯佳 Akshay Chinchalkar, CMT, CFTe, EPATian

Big Shift underway: Overseas investors are pouring more money into India’s sovereign bonds than stocks bloomberg.com/news/articles/… via Bloomberg Markets Malavika Kaur Makol 马唯佳

This is an absolute flex that I must get on the internet: Wordle 1,004 2/6 🟩🟨🟩🟨⬛ 🟩🟩🟩🟩🟩

UOB Asset Management Malaysia has launched an India-focused bond fund, giving Malaysian investors an opportunity to snap up rupee-denominated debt ahead of the country’s inclusion to JPMorgan’s emerging market index trib.al/ZM4IqA5

India’s dollar millionaires tend not to make headlines or advertise their wealth, but they have an outsize influence on their country’s economy. And the new rich are nothing like the old econ.st/3vPqddx 👇

Indian markets hit record highs as exit polls forecast landslide Modi victory. “It could be a small euphoria for some time,” Raamdeo Agrawal tells the Financial Times | ft.com/content/a40b86…

Almora is one of the most underrated towns in the Himalayas. Its bazaar is arguably the prettiest in India, filled with stunning wood-carved houses, and its stone temples are a spectacle to behold.

For anyone interested in the Indian middle class, this is what the middle of the country (and everyone else) spent every month as of 2023 (Indian govt data). Read Abhishek Waghmare's full piece for Data For India here dataforindia.com/consumption-ex…

Investment thesis of the year: buy gold. Investment thesis last year: buy gold. Investment thesis past decade: buy gold. Trumponomics/tariffs: buy gold. Bidenomics: buy gold Ukraine War: buy gold. Taiwan Straits: buy gold. Fed QE and QT: buy gold. Got a girlfriend/wife? BUY