• September 25, 2024

Weekly Newsletter – 20th September , 2024

Following a 50 basis point rate cut, the S&P 500 hit record highs, and Gold rallied to all-time highs.

At current levels, the index’s valuation of 21 times forward earnings is significantly higher than the long-term average. However, near-term momentum is bullish for markets

  • 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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