Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

In Asia, India continues to stand out as one of the most dynamic growth markets globally. Rising incomes, strong domestic demand, and an active IPO environment — among the strongest in the world — are reinforcing momentum. Q2 FY 2025 GDP growth reached 8.2%, the strongest in six quarters, reflecting broad-based expansion across services and manufacturing (see Figure 13). [36] We believe private valuations remain…

Months to Reach 100 Million Users #AI #Blackstone

Executive Summary

The 2026 Investment Perspectives report presents Blackstone’s macro and market outlook for 2026, arguing that the global investment environment is being reshaped by artificial intelligence, moderating inflation, cooling labor markets, and a declining cost of capital. While growth remains uneven across sectors and geographies, the overall backdrop is resilient, with…