Insights

Weekly Newsletter – Sailing Through Choppy Waters
US markets remain under pressure due to uncertainty around Trump’s actions and its effects on the economy. Investors look forward to “Liberation Day” when US announces its overall strategy on trade and tariffs. Europe and China have a much better run, but face their own risks and challenges. We continue to

Weekly Newsletter – Sailing Through Choppy Waters
US markets remain under pressure due to uncertainty around Trump’s actions and its effects on the economy. Investors look forward to “Liberation Day” when US announces its overall strategy on trade and tariffs. Europe and China have a
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 – Sailing Through Choppy Waters
US markets remain under pressure due to uncertainty around Trump’s actions

Weekly Newsletter – 14th March , 2025
The trade war continues to escalate and pressure markets with US

Weekly Newsletter – 7th March , 2025
US markets continue to fret amidst uncertainty around actions of the

Actionable Insight – New Alliances, New Technologies
Policy uncertainty, soft economic data & cracks in the US AI

Weekly Newsletter – 21th February , 2025
US markets closed the week in red after economic data pointed

Weekly Newsletter – 14th February , 2025
Markets fluctuated amid U.S. inflation data and the ongoing tariff policy

Weekly Newsletter – 7th February , 2025
Last week saw several US economic data releases and earnings releases

Weekly Newsletter – 31st January , 2025
US stocks bounced back after the shock from the DeepSeek news

Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end