9/02/2026 Market demands answers US software stocks declined about 20% YTD as on 4 Feb, due to concerns that advancement in AI would impact businesses of some companies.
12/05/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves t... The Talks elaborates on the banking stress in US and the FOMC May meeting.
7/04/2023 Economy & Markets Potential Opportunities in the US Banking Sector The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.
27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of Europea... Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.