Vladimir Ilyich Lenin, the leader of the Russian Revolution and the first head of the Soviet state, once said. “There are decades where nothing happens; and there are weeks where decades happen.” Are we witnessing one such week now? Please find enclosed our newsletter for April 2024.
Actionable Insight – April Read More »
Please find enclosed our newsletter for the week ended 29th March.
Weekly Newsletter – 29th March , 2024 Read More »
Please find enclosed our newsletter for the week ended 22nd March.
Weekly Newsletter – 22nd March , 2024 Read More »
Please find enclosed our newsletter for March 2024.
Actionable Insight – March Read More »
Please find enclosed our newsletter for the week ended 15th March.
Weekly Newsletter – March 15th , 2024 Read More »
Despite data suggesting lukewarm progress towards the Federal Reserve’s 2% inflation target, US financial markets are still held up strongly by the prospects for AI. Both companies that will provide critical inputs for the industry, as well as those expected to benefit from it the most, are being chased by investors. How long before this
Weekly Newsletter – March 1st , 2024 Read More »
Last week markets were all about the spectacular performance of Nvidia which lifted the entire sector, US markets and even the global markets. Strong data from the US suggests that interest rate cuts may be pushed somewhat into the future than what the market has currently priced in.
Weekly Newsletter – February 23 , 2024 Read More »
A slew of strong macroeconomic data – from GDP to employment to consumption – has given comfort to financial markets. At the same time, the immense possibilities of AI have propelled optimism in that sector to stratospheric highs. Despite this, many professional investors are wary, and watching out for ‘black swans’. On the other side
Actionable Insight – February Read More »
Markets retained their bullish tone through most of the week. Strong economic data, suggesting stronger than expected economic growth without inflation spiking, seems to have shifted attention away from interest rates for now. The upcoming week is a busy one, with the January FOMC meeting due midweek and several mega-caps reporting earnings, and should help
Weekly Newsletter – January 26, 2024 Read More »
In 2023, US financial markets defied widespread expectations of an economic slowdown to generate one of the best performances in history. Looking ahead, projections seem a bit more evenly balanced, though the tilt is towards a ‘soft landing’. We look back at history, and examine the implications of the facts deviating from this dominant narrative.
Actionable Insight – January Read More »
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