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Market Overview

From Silver’s Catch-Up to Gold’s Turn

Earlier in our blog we had sighted Silver’s undervaluation that now appears to be realized with gains of 126.5% in...
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AI’s Next Era: Infrastructure, Earnings, and Real Demand

With recent headlines such as Michael Burry, famous for his 2008 “Big Short” bet, warning that AI may be repeating...
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Shifting Winds in Indian Equities: What the Data Suggests

The post-Diwali period typically ushers optimism in Indian markets, and recent macro and policy signalspoint to a constructive medium-term setup....
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US – India Tariffs: Loud Headlines, Modest Reality

The Headline Noise On August 27, Washington doubled tariffs on Indian goods, raising duties to ~50%. Headlines screamed of a...
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India–UK FTA: Historic Trade Pacts, Muted Market Response

India and the UK have signed a landmark Free Trade Agreement (FTA), expected to boost bilateral trade by $34 billion...
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