• 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.

The global backdrop remains of elevated uncertainty as Trump mounts pressures on nations supporting Greenland’s autonomy, while tensions remain elevated in Iran amid dire economic conditions.

  • 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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  • June 17, 2025

Weekly Newsletter – 13th June, 2025

Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the…

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