The Global Market Cap Battle: Can Europe Catch Up to the U.S.?
by Amit GoelFebruary 24, 2025The 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?
by Amit GoelFebruary 12, 2025Gold 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
by Amit GoelJanuary 14, 2025Over the past three and a half months, Indian markets have faced significant challenges, marked by substantial outflows from Foreign Institutional Investors (FIIs),...
At the Crossroads: Global Markets Poised for Recovery
by Amit GoelDecember 22, 2024The 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
by Amit GoelDecember 13, 2024Inflation 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
by Amit GoelNovember 22, 2024The 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
by Amit GoelOctober 8, 2024The 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...
When Retail Money Meets Smart Money
by Amit GoelSeptember 23, 2024Retail investors have emerged as a formidable force in India’s equity markets, driven primarily by the rapid growth of mutual fund investments, especially...
The First Fed Cut: Historical Insights on Market Reactions Post-Rate Reduction
by Amit GoelSeptember 17, 2024The Federal Reserve is expected to kick off a series of rate cuts on Wednesday, after having completed last year the most aggressive rate hike…
