Diversification

• Foreign Portfolio Investors (FPIs) are showing a positive shift toward Indian equities, according to Vikas Gupta, CEO of OmniScience Capital. • Gupta attributes this trend to non-AI diversification and strong growth across various Indian sectors, despite ongoing global inflation pressures. • The shift occurs as other emerging markets, specifically Taiwan and South Korea, currently hold allocations higher than their long-term weights.

• Euronext reported Q2 earnings that exceeded analyst forecasts, driven by a strategic shift to diversify its business operations. • The company is actively reducing its reliance on market volatility and adapting to the evolving landscape of European capital markets following Brexit. • This growth highlights the success of Euronext's diversification strategy in stabilizing revenue streams against fluctuating trading volumes.

• Goldman Sachs has issued a bullish recommendation for North Asian equities, maintaining "overweight" positions in Japan, South Korea, Taiwan, and China’s domestic A-share market. • The investment bank is urging clients to diversify their commodity portfolios by increasing exposure to gold and copper. • This strategic shift highlights a preference for traditional hard assets and regional equity growth over digital assets, as cryptocurrency was notably absent from the latest guidance.