• December 10, 2024

Weekly Newsletter – 6th December , 2024

A tech rally boosted major US indices to new highs in a week that was dominated by political news. The November jobs data was not too distant from expectations, reinforcing investor optimism that the Federal Reserve will cut interest rates in December. Oil prices fell amid concerns over weak demand. Indian and Japanese stocks saw gains, driven by shifts in foreign investor sentiment and comments from the Bank of Japan.

  • 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…

READ MORE
  • June 10, 2025

Weekly Newsletter – 6th June , 2025

Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included…

READ MORE
  • June 4, 2025

Weekly Newsletter – 30th May , 2025

Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the…

READ MORE