• 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.

  • 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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