• January 14, 2025

Weekly Newsletter – 10th January , 2025

A surprisingly strong US jobs report fed into fears of sustained inflation, sending Treasury yields soaring and stock prices plummeting. Interest rate cut expectations have been pared to one or two cuts in the second half of the year.

Meanwhile,  Chinese markets are bracing for the potential impact of the incoming Trump administration and weak domestic data.

  • February 9, 2026

Weekly Newsletter – 6th February, 2026

Technology stocks endured their worst week in months as investors reassessed AI capital spending returns; however, broader markets…

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  • February 5, 2026

Weekly Newsletter – 30th Jan, 2026

Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and…

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  • January 19, 2026

Weekly Newsletter – 17th Jan, 2026

US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks.…

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