Insights

Weekly Newsletter – 12th September, 2025
Unrest across the globe was in the spotlight last week as three countries – France, Japan and Nepal – saw abrupt leadership changes. All were attributable directly or indirectly to a failure of financial governance. We see popular discontent continually spreading as a section of the population in several countries believes

Weekly Newsletter – 12th September, 2025
Unrest across the globe was in the spotlight last week as three countries – France, Japan and Nepal – saw abrupt leadership changes. All were attributable directly or indirectly to a failure of financial governance. We see popular
From our blog

Actionable Insights

Actionable Insights – November
Things are unravelling pretty fast for the United States. Its national

Actionable Insights – October
While the US economy has managed to display surprising strength thus

Actionable Insights – September
Markets have now accepted two narratives – “higher (interest rates) for

Actionable Insights – August
Contrary to expectations at the start of the year, US stock

Actionable Insights – July
US stock market indices have belied widely held expectations and gone

Actionable Insights – June
On June 3rd, President Joe Biden signed the Fiscal Responsibility Act
From our blog

Weekly Newsletter

Weekly Newsletter – 12th September, 2025
Unrest across the globe was in the spotlight last week as

Actionable Insight – Federal Reserve in the Crosshairs
US macroeconomic data, especially those related to inflation and employment, suggest

Weekly Newsletter – 29nd Aug , 2025
The news cycle from the United States remains dynamic as a

Weekly Newsletter – 22nd Aug , 2025
The ‘piece de resistance’ last week was the statement by Chairman

Weekly Newsletter – 15th Aug , 2025
Conflicting inflation data last week has complicated matters for the Federal

Weekly Newsletter – 8th Aug , 2025
Q2 earnings for US corporates have been fairly strong so far.

Weekly Newsletter – 18th July , 2025
US markets continued to hover at all-time highs as inflation data

Weekly Newsletter – 27th June , 2025
Last week markets hit all time highs as US announced a

Weekly Newsletter – 20th June , 2025
The Middle East conflict escalated last night with the US bombing