Newsletter

Weekly Newsletter – 30th Jan, 2026
  • February 5, 2026

Weekly Newsletter – 30th Jan, 2026

Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and AI deal...

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Weekly Newsletter – 17th Jan, 2026
  • January 19, 2026

Weekly Newsletter – 17th Jan, 2026

US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks. The global...

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Weekly Newsletter – 13th June, 2025
  • June 17, 2025

Weekly Newsletter – 13th June, 2025

Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the war between...

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Weekly Newsletter – 6th June , 2025
  • June 10, 2025

Weekly Newsletter – 6th June , 2025

Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included a public...

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Weekly Newsletter – 30th May , 2025
  • June 4, 2025

Weekly Newsletter – 30th May , 2025

Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the 90-day tariff...

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Weekly Newsletter – 16th May , 2025
  • May 20, 2025

Weekly Newsletter – 16th May , 2025

Last week started off with a détente in the US-China trade war sending global stocks soaring and US indices paring...

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Weekly Newsletter – 9th May , 2025
  • May 14, 2025

Weekly Newsletter – 9th May , 2025

Markets had a relatively calm week. The tone was somewhat optimistic as the Fed acted in line with expectations and...

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