Economics, Market Outlook, Markets
The AI Trade Is Entering Its Next Phase: Prove It
Markets sold off on Tuesday, but this wasn't normal risk-off day. The selling was concentrated almost entirely in one place: AI. South...
Markets sold off on Tuesday, but this wasn't normal risk-off day. The selling was concentrated almost entirely in one place: AI. South...
The UK-India Comprehensive Economic and Trade Agreement comes into force on 15 July 2026, alongside the Double Contributions Convention. It liberalises...
News platforms are buzzing with the Rs. 15 lakh crore Rajesh Exports misrepresentation uncovered by SEBI last week. Yes the title...
UK gilt yields at 2008 levels, government debt at 1960's levels, takeovers up 250%, listings at record lows. The bond market...
Earlier in my career I used to treat politics as background noise until my deals got materially impacted and halted when...
Most retail investors feel lost when looking at the markets. Here is something well known in finance circles but rarely talked...
Big Tech is on track to spend up to $700 billion on AI in 2026, yet identical earnings beats led to...
Healthcare in 2026 is a sector of contradictions. Aspirin is in short supply in UK pharmacies, yet big pharma is closing...
Aerospace in 2026 sits at a turning point. Passenger demand is at record highs, yet airlines are under pressure from rising...
Money is more than just earnings and expenses, it’s a reflection of our beliefs, emotions, and conditioning. In this blog, I...