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Oil above $100/bbl. US 10Y past 5%. DMs down 1.7%, EMs down 3.4%. INR slips despite RBI support. All eyes now on the Fed's 16th September call — Ionic Wealth holds its 70:20:10 allocation...

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AI is transforming data centres from traditional computing facilities into massive, power-intensive infrastructure. This edition explores the rise of AI data centres, their shift from meg...

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Private credit has emerged as a distinct asset class in India, filling the structural lending gap left by banks retreating from mid-market and complex project financing. Delivered mainly ...

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A comprehensive guide to India's alternatives landscape — AIF Categories I-III, private credit, structured debt, private equity, pre-IPO investing, and REITs/InvITs — mapping regulatory f...

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Selecting a PMS manager demands scrutiny beyond trailing returns—covering active share, style drift, skin in the game, capacity limits, and tax-adjusted alpha. With SEBI's proposed MF-PMS...

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BOJ held rates at 1.0% (8:1 vote) while upgrading growth forecasts and flagging inflation above 2% in H2 FY26. Persistent yen weakness, not inflation, remains the stronger catalyst for fu...

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Holding foreign RSUs past vesting means navigating FIFO-based capital gains, Budget 2024's flat 12.5% LTCG rate, and DRIP-fractured holding periods. Executives must also track OPI/FEMA di...

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Alphabet raised its 2026 capital spending guidance for the second time this year, even as free cash flow turned negative for the first time since its 2004 listing. The company tapped equi...

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A 2026 primer on Indian AIFs — SEBI's three fund categories, updated tax rules, and new reforms (Co-Investment Vehicles, lower ₹25 crore LVF threshold). Covers real returns, J-curve risk,...

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SEBI classifies AIFs into three categories: Category I (VC/infra/social impact funds with pass-through taxation), Category II (private equity/debt, the largest and most tax-efficient segm...

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A hawkish Fed and a fragile Iran ceasefire pulled markets in opposite directions this June, triggering a 20%+ gold correction even as central banks keep accumulating. With inflation drive...

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The Magnificent 7 has poured hundreds of billions into AI, yet its stock market leadership has faded and its valuation premium over the rest of the market has narrowed to the smallest gap...

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Crossing ₹1 crore in taxable income triggers a surcharge jump from 10% to 15% on your entire tax liability — a cliff most high earners don't see coming. This guide breaks down how to rest...

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A decade of falling deposit returns and rising incomes is pulling the Indian middle class toward market-linked investments. Ionic Wealth's June Chartbook maps the journey from bank branch...

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Indian residents holding foreign RSUs often face double taxation on dividend income and trailing tax liabilities — but the India-US DTAA offers relief. Filing Form W-8BEN with your broker...

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Fed held rates steady at 3.50-3.75% in a unanimous 12-0 vote, with new Chair Kevin Warsh breaking tradition by skipping forward guidance and launching five reform-focused task forces. Des...

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RSUs from foreign employers face double taxation in India: as salary income at vesting (FMV-based) and as capital gains at sale. Key compliance steps include Schedule FA disclosure, FEMA ...

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India's CPI inflation rose to 3.93% in May 2026, driven by food and core price pressures, with June likely to overshoot 5%. Even if the US-Iran conflict resolves, domestic inflation may s...

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Physical AI is moving out of the server room and into the real world: robots, autonomous vehicles, and industrial machines are becoming the new vessels for foundation models. Humanoid shi...

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Jensen Huang's May 2026 visit to Taiwan, with a pledge of up to $150 billion a year in spending and a new HQ groundbreaking, drew every major chip CEO to the island within weeks. Taiwan n...

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ESOP taxation in Indian startups is triggered at exercise — not at sale — based on a merchant banker-certified Fair Market Value, creating a real liquidity crunch for employees holding sh...

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NRIs can manage Indian properties and investments remotely by granting a Power of Attorney to a trusted India-based representative. A PoA signed abroad must be attested by the Indian Emba...

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Markets stayed resilient even as the war dragged on with no real de-escalation. Five themes defined the month: global capital rotated out of defense and into infrastructure and AI; inflat...

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AI data centres are pushing server rack power from kilowatts toward megawatt levels, forcing a shift from traditional AC power delivery to high-voltage DC architecture. Silicon Carbide (S...

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RSUs are salary, not a windfall — and India taxes them at up to 39% at vesting whether you sell or not. Selling immediately avoids the phantom income trap, where a stock price crash leave...

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A successful business exit is built years before the sale process begins. Founders who establish independent leadership, maintain clean audited financials, and address key due diligence r...

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China's cloud market is exiting its model-experimentation, price-war phase and entering a structurally healthier growth-and-margin regime. The big three hyperscalers have raised AI comput...

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ESOPs offer the option to buy shares at a fixed price, while RSUs are direct share grants at no cost — making RSUs lower-risk by design. Both face two-stage taxation in India (perquisite ...

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Improving domestic fundamentals are overshadowed by geopolitical tensions, making a cautious and staggered approach to equity allocations prudent. Alternatives favor early-stage private d...

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Europe crossed 500,000 EV sales in a single month for the first time in March 2026, driven not by climate policy but by energy price volatility. Chinese OEMs are capturing this shift thro...

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Amazon's investment in Anthropic has scaled from $1.25B in September 2023 to $25B in April 2026, marking one of the largest capital commitments in the AI cycle. The partnership has evolve...

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Quarterly results from Taiwan's leading hardware assemblers show AI server shipments are running well ahead of forecasts, with NVL72 rack deliveries hitting 18,000 units against expectati...

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DTAAs can help eligible NRIs—especially in countries like the UAE, Singapore, and Mauritius—avoid tax on mutual fund gains by shifting taxation to their country of residence. However, ben...

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Holding company stock through RSUs or ESOPs can feel like earned compensation rather than a concentrated bet, but when your salary, career, and investments are all tied to the same employ...

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The RBI held the repo rate at 5.25% with a neutral stance, balancing resilient domestic growth against rising inflation risks from higher oil prices and possible El Niño effects. Growth i...

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Improving fundamentals support equities, but geopolitical risks call for a cautious, staggered approach to both domestic and global allocations. In alternatives, investor preference is sh...

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AI-led disruption concerns have compressed earnings multiples across almost the entire software landscape, with every new model and product launch intensifying the selloff. However, not a...

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The Middle East conflict has sent oil up 44%, choked the Strait of Hormuz, and triggered a rare simultaneous rally in both oil and the US dollar as safe-haven demand surges. Rate cut hope...

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**Four weeks into the Middle East conflict, markets are under sustained pressure — oil supply through the Strait of Hormuz is severely constrained, the dollar is strengthening, and equiti...

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Most wealthy Indian investors can name every fund they own but can't explain why their portfolio is split the way it is — because that split was never really decided. Property, FDs, and e...

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Tax loss harvesting is a legal strategy where you sell loss-making investments to offset taxable gains, reducing your overall tax bill. Short-term losses can offset both STCG and LTCG, wh...

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The FOMC voted 11-1 to hold rates steady at 3.50–3.75%, citing elevated uncertainty from Middle East tensions even as inflation has stabilised around 2.4%. The Fed's updated projections n...

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Apple has quietly reduced its App Store commission rates in China across four categories, cutting its standard take from 30% to 25% and lowering several other tiers to 12%. Combined with ...

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India's retail inflation rose to 3.21% in February 2026, marginally above estimates, driven by higher food prices and a combined food-and-housing contribution of ~47% to the CPI basket. G...

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Indian investors’ growing interest in global markets, especially after the Covid era, has collided with regulatory limits on overseas investments—pushing investors to explore newer routes...

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India's medium-term story remains intact — improving earnings, rural recovery, and the India-US trade deal provide a solid foundation — but the Middle East crisis introduces meaningful ne...

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New budget proposals will significantly reduce the Tax Collected at Source (TCS) on overseas remittances for travel, education, and medical expenses after April 1, improving immediate liq...

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The global cloud market is splitting between legacy hyperscalers and a fast-rising tier of AI-native Neo-Clouds, projected to surge from $23B to $180B by 2030 at a 45% CAGR, driven largel...

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To optimize capital gains tax on gold ETFs, investors can strategically manage unit sales across different fund houses, leveraging cost basis to enhance investment flexibility.

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Global markets are navigating a volatile but broadening phase, with the rest of the world — particularly EMs and Japan — outperforming the US as investors rotate from concentrated AI bets...

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Specialised Investment Funds (SIFs) are gaining traction among investors as a tax-efficient and strategically flexible alternative to traditional Mutual Funds and Category III AIFs.

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Domestic equities look incrementally favourable on improving macros, earnings recovery, and a potential US trade deal, while global equities — particularly EMs ex-India — are gaining appe...

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The Union Budget 2026-27 is a strategically focused plan designed to transform the national economy through targeted initiatives for diverse stakeholders, reinforcing a calm and confident...

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Union Budget 2026 is expected to prioritize stability, clarity, and innovation, empowering India's "Disruptors" amidst non-linear wealth creation.

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This article introduces "DRAGONS" (Desi Rooted, Global Opportunity Navigators) as a rising cohort of globally mobile Indians driving economic growth, underscoring government support and U...

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This article outlines crucial steps and updated requirements for filing tax returns accurately, focusing on essential documentation and new reporting disclosures for FY 2024-25.

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Ionic Wealth introduces its "Vantage Point" series, offering a multi-faceted analysis of Union Budget 2026 from diverse stakeholder perspectives to provide a comprehensive understanding b...

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India is actively positioning itself as a major player in the global semiconductor ecosystem, transitioning from an importer to a significant manufacturing and design hub.

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Indian High-Net-Worth Individuals must globalize their investment portfolios to align with increasingly global lifestyles and avoid domestic financial limitations.