Over the quarter there were shaky moments with the trade environment changing, The President's threats to the independence of the Federal Reserve as well as several geopolitically charged moments with 4 wars taking place over the quarter and the year. However, amidst all of those changes, volatility and ambiguity of where the economy will be going, how trade will look closer to the end of the year as well as the geopolitical state of the world the market as well as the econom

This has been an exhilarating first half of the year, especially for non-US equities, such as the Indian market, as they were ahead of...

The year started off with enthusiasm on the high with the commencement of the new administration and a cloud building up around the...

Happy New Year! India has had a tough second half of the year and as mentioned by us in the last Allocation Thought Node and throughout...

Happy New Year! The new year has begun and with a bang it goes, the two most pertinent events this quarter so far are the inauguration of...

As per our last coverage on India through the monthly Hummingbird last month (The Hummingbird: September 2024) , we mentioned there would...

The US markets have hit a new all time high, with firms reaching all time high valuations with a broader market gain, reducing the...

This is what we call a buying opportunity. Asset prices are far dislocated from asset values, in this case both long term and medium...

Earnings season is underway and the first few earnings are out, some leaders of industries, which set the pace of those industries and...