Insights
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Weekly Newsletter – 14th February , 2025
Markets fluctuated amid U.S. inflation data and the ongoing tariff policy uncertainty. Bonds saw heightened intraweek volatility. Chinese stocks rose on AI optimism and an Alibaba-Apple partnership, contrasting with India’s slump from foreign outflows and valuation concerns.
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Weekly Newsletter – 14th February , 2025
Markets fluctuated amid U.S. inflation data and the ongoing tariff policy uncertainty. Bonds saw heightened intraweek volatility. Chinese stocks rose on AI optimism and an Alibaba-Apple partnership, contrasting with India’s slump from foreign outflows and valuation concerns.
From our blog
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Actionable Insights
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Actionable Insights – November
Things are unravelling pretty fast for the United States. Its national
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Actionable Insights – October
While the US economy has managed to display surprising strength thus
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Actionable Insights – September
Markets have now accepted two narratives – “higher (interest rates) for
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Actionable Insights – August
Contrary to expectations at the start of the year, US stock
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Actionable Insights – July
US stock market indices have belied widely held expectations and gone
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Actionable Insights – June
On June 3rd, President Joe Biden signed the Fiscal Responsibility Act
From our blog
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Weekly Newsletter
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Weekly Newsletter – 14th February , 2025
Markets fluctuated amid U.S. inflation data and the ongoing tariff policy
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Weekly Newsletter – 7th February , 2025
Last week saw several US economic data releases and earnings releases
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Weekly Newsletter – 31st January , 2025
US stocks bounced back after the shock from the DeepSeek news
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Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end
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Weekly Newsletter – 17th January , 2025
Major U.S. stock indexes rallied for the week, driven by optimism
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Weekly Newsletter – 10th January , 2025
A surprisingly strong US jobs report fed into fears of sustained
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Weekly Newsletter – 3rd January , 2025
The S&P 500 did not experience a Santa Claus rally this
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Actionable Insight – Of Predictions and Preparedness (Part 1)
As we step into a new year, we take this opportunity
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Weekly Newsletter – 13th Decmber , 2024
US stock indices paused this week as markets focused their attention