• March 29, 2025

Weekly Newsletter – Sailing Through Choppy Waters

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

  • 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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