Insights
Actionable Insight – April
Vladimir Ilyich Lenin, the leader of the Russian Revolution and the first head of the Soviet state, once said. “There are decades where nothing happens; and there are weeks where decades happen.” Are we witnessing one such week now? Please find enclosed our newsletter for April 2024.
Actionable Insight – April
Vladimir Ilyich Lenin, the leader of the Russian Revolution and the first head of the Soviet state, once said. “There are decades where nothing happens; and there are weeks where decades happen.” Are we witnessing one such week
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Actionable Insights
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Weekly Newsletter
Weekly Newsletter – September 29, 2023
Markets continue to remain unsettled by concerns around US policy. Monetary
Actionable Insights – September
Markets have now accepted two narratives – “higher (interest rates) for
Weekly Newsletter
The Federal Reserve seems to have finally convinced the markets that
Weekly Newsletter
US inflation data came in somewhat higher than expected, but markets
Weekly Newsletter – September 1, 2023
As expected, markets focused on economic data to decide on next
Weekly Newsletter – August 25, 2023
Several important events took place last week. Nvidia beat already elevated
Actionable Insights – August
Contrary to expectations at the start of the year, US stock
Weekly Newsletter – August 4, 2023
The downgrade by Fitch of the sovereign risk rating of the
Weekly Newsletter
Mood in the markets has shifted to extreme optimism, as the