• February 11, 2025

Weekly Newsletter – 7th February , 2025

Last week saw several US economic data releases and earnings releases from major players. However, these events were overshadowed by Trump’s announcements which ranged from tariffs on 3 of their biggest import origin countries, a last-minute course reversal on 2 of them, suggesting a takeover of the Gaza strip, and ending the week with an indication of more upcoming tariff announcements. India announced a rate cut after almost 5 years, gold hit record highs and oil fell as markets fear receding global trade.

  • 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…

READ MORE
  • 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…

READ MORE
  • 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.…

READ MORE