Insights

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 Israel and Iran took centrestage. We expect financial markets to be in ‘risk off’ mode until clarity emerges about the extent and duration of damage caused by the conflict. Oil prices,

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 Israel and Iran took centrestage. We expect financial markets to be in ‘risk off’ mode until clarity emerges
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 – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary

Weekly Newsletter – 6th June , 2025
Last week, the S&P 500 crossed 6,000 marking a bull market

Weekly Newsletter – 30th May , 2025
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful

Weekly Newsletter – 16th May , 2025
Last week started off with a détente in the US-China trade

Weekly Newsletter – 9th May , 2025
Markets had a relatively calm week. The tone was somewhat optimistic

Weekly Newsletter – 2nd May , 2025
Wall Street saw their longest winning streak since 2004 on the

Weekly Newsletter – 18th April , 2025
U.S. stocks drifted lower in a holiday-shortened week amid trade tensions,

Weekly Newsletter – 11th April , 2025
As we expected, Trump announced a 90-day pause on most reciprocal

Weekly Newsletter – Sailing Through Choppy Waters
US markets remain under pressure due to uncertainty around Trump’s actions