Big Tech vs the Rest: A Historic Divergence in Tech Market Performance
by Amit Goel
The above chart shows how the market is paying up for growth, with large-cap tech delivering a +16% surge...
China’s Ghost Growth: Cement, Debt & the Illusion of Productivity
Between 2011 and 2013, China consumed 6.6 billion tonnes of cement, more than the US did in the entire 20th century.
Earnings on Ice, Valuations on Fire: A Market Built on Thin Air?
Over the past three and a half months, Indian markets have faced significant challenges, marked by substantial outflows from Foreign Institutional Investors (FIIs),...
The Global Market Cap Battle: Can Europe Catch Up to the U.S.?
The divergence between the United States and Europe in terms of market capitalization (mcap) has become increasingly evident over the past decade.
Is Gold Really at a Record?
Gold is widely recognized as a reliable hedge against inflation, helping investors preserve their purchasing power overtime. To assess its long-term value retention...
From Chaos to Comeback: Why Indian Equities Could Deliver a Powerful Reversion To The Mean Rally
Over the past three and a half months, Indian markets have faced significant challenges, marked by...
At the Crossroads: Global Markets Poised for Recovery
The recent performance of global financial markets has been marked by heightened volatility and a pronounced risk-off sentiment.
U.S. CPI Analysis: Persistence in Inflationary Pressures
Inflation remains one of the most critical variables shaping economic policy, corporate strategy, and financial market dynamics. For investors,...
The Misalignment Between Market Valuations and Economic Reality
The S&P 500 has demonstrated a massive surge in its price index relative to underlying fundamentals such as earnings per share (EPS), corporate revenue...
Inflation and Growth: RBI’s Delicate Dance Amid Food Price Surge
The RBI’s shift from a withdrawal of accommodation to a neutral stance signals a significant change in its approach, paving the way for potential monetary...
