• 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.

  • 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…

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  • 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…

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  • 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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