Global Market Outlook 2025: Co-Founder of Ashika Global Family Services Shares Insights on Investment

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global rating agencies have not fully recognised India’s potential, assigning a BBB-credit rating that Ashika considers outdated.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.
  

Read the insights in detail:

https://www.business-standard.com/finance/personal-finance/2025-investment-guide-say-no-to-us-tech-stocks-allocate-more-to-gold-125031100212_1.html

https://www.fortuneindia.com/business-news/indias-global-financial-standing-strong-with-56-tn-stock-market-cap-despite-undervaluation-report/121057