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
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Weekly Newsletter

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

Weekly Newsletter – 17th January , 2025
Major U.S. stock indexes rallied for the week, driven by optimism