• February 25, 2025

Weekly Newsletter – 21th February , 2025

US markets closed the week in red after economic data pointed to slowing business activity and further weakening in consumer sentiment. Adding to the gloom was weak guidance shared by Walmart, which is considered a proxy for the health of the US consumer. Musk’s DOGE continued its aggressive firing spree as the US announced plans to slash its defence budget.

The geopolitical situation also remained murky and unsettled in Europe, pointing to a complicated path towards fiscal stimulus.

  • 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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