Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to take a breather. Europe & Chinese markets have seen appreciation owing to undervaluation and idiosyncratic factors even though economic growth remains weak. The India story remains intact even though markets have seen a significant correction from overvalued levels.
- March 6, 2025
Actionable Insight – New Alliances, New Technologies
- November 4, 2025
Actionable Insight – The Long Road to Equilibrium
The wealth divide in the US is growing ever larger and the wealthy few continue to drive the…
- January 30, 2025
Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end projections are already at risk. The narrative…
- January 3, 2025
Actionable Insight – Of Predictions and Preparedness (Part 1)
As we step into a new year, we take this opportunity to share the first part of our…