#IndiaMarkets -

Borrowed Money, Overheated AI Chip Rally.

Borrowed Money, Overheated Chips, and the Trade That Could Reignite India Indian markets have underperformed for two years while global capital chased the AI semiconductor boom in North Asia. History says such cycles end. The evidence that we are at or very near that inflection point has never been stronger. T H E F U [...]

Market Vs Missiles: What History Tell Us.

As India pounded Pakistan to avenge the Pahalgam brutality, and a fragile ceasefire has finally been agreed upon, the nation stands united in grief, anger, and resolve. While geopolitical tensions stir emotions and headlines, it’s equally important to understand how such conflicts impact the Indian economy and markets. Wars & Economies: While wars often trigger […]