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.
- February 18, 2025
Weekly Newsletter – 14th February , 2025
- April 13, 2026
Weekly Newsletter – 10th April, 2026
A US-Iran ceasefire offered markets a brief reprieve, driving a sharp rally in risk assets and pushing the…
- February 23, 2026
Weekly Newsletter – 20th February, 2026
A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery…
- 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…