Global Market Outlook 2025: Co-Founder of Ashika Global Family Services Shares Insights on Investment
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by Ankita Lodh on 11 March 2025, 2 minutes min read
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Today’s coverage of Ashika Global Family Office Services provides expert analysis and strategic viewpoints in Business Standard and Fortune India. Amit Jain, Co-Founder of the firm, shares insights on investment strategies, market outlook, and economic observations.
Here are the key highlights:
Gold Allocation: Investors should increase their allocation to gold as a hedge against currency risks and inflationary pressures.
Indian Equities: Ashika Global Family Office Services is optimistic about Indian equities, preferring large-cap stocks and selecting high-growth midcap opportunities.
US Tech Stocks: They urge caution regarding US technology stocks, believing valuations are stretched and may face corrections.
India’s Economy: Ashika Global Family Office Services views India as one of the strongest yet most undervalued economies globally, highlighting its $5.6 trillion stock market capitalisation, 7% GDP growth, and significant inward remittances.
Rating Agencies: They believe global rating agencies have not fully recognised India’s potential, assigning a BBB-credit rating that Ashika considers outdated.
Gold and Real Estate Surge: Since 2020, gold and real estate prices have surged significantly, validating Ashika’s long-term outlook.
Central Bank Reserves: Global central banks are moving away from US Treasuries and increasing gold holdings.
US Debt and Market Risks: The US faces a precarious financial situation with rising federal debt and a large portion of government revenue going toward interest payments. Stock market valuations are also at extreme levels.
De-dollarization: A shift away from reliance on the US dollar is underway, with countries seeking alternative means of conducting international trade.
