US markets remain under pressure due to uncertainty around Trump’s actions and its effects on the economy. Investors look forward to “Liberation Day” when US announces its overall strategy on trade and tariffs. Europe and China have a much better run, but face their own risks and challenges. We continue to advise a nimble approach and diversification
- March 29, 2025
Weekly Newsletter – Sailing Through Choppy Waters
- July 20, 2026
Weekly Newsletter – 17th July, 2026
Oil spiked 10-14% as US-Iran strikes intensified Hormuz tensions, while soft CPI/PPI data eased Treasury yields but left…
- July 13, 2026
Weekly Newsletter – 10th July, 2026
Geopolitics dictated market tone last week as Hormuz-linked oil volatility, a hawkish Fed tilt, and rising yields tested…
- June 30, 2026
Weekly Newsletter – 26th June, 2026
A U.S.-Iran diplomatic breakthrough triggered a de-escalation pivot across global markets, sending oil prices down 8.70% as the…