Latest posts
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Nvidia is quietly becoming the lender behind the entire AI boom
Picture this. You’re the most talked about company on the planet. Everyone wants your product so badly they’re begging for supply. Business could not be better. And yet, this week, you convinced six of the biggest…
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Investing in the South Korean Market from India: A Complete Guide
South Korea is one of the few markets that offers exposure to AI, semiconductors, EV batteries, and automobiles within a single economy. It is home to several global leaders, including Samsung Electronics, SK Hynix, and…
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How Elon Musk tanked AMD’s stock in one sentence
Last week, AMD did something it has never done in its 56 year history. It posted a record quarter. Revenue came in at $11.5 billion, up 50% from a year ago. Data centre revenue, the business that sells chips to AI…
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Know Your Global Fund: Fidelity China Focus Fund
China is the second-largest equity market in the world (see Figure 1), and one of the hardest for an outside investor to hold with any conviction. The past five years have delivered a property slowdown, a regulatory…
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Vested Shorts: $16B of AI stocks sold overnight, SoftBank used OpenAI shares to buy OpenAI shares, Leverage drove Korean market activity. But why?
Welcome back to a new edition. On July 27, the American markets show host Jim Cramer told viewers to stop buying AI stocks with borrowed money. He put it simply: “If you’re on margin, get off it. [..] I no longer feel…
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Who is really risking their cash on Anthropic’s Texas data center?
The FT reported something this week that is the most important detail in the whole story; it is easily missed. Source: Financial Times Here’s what’s actually happening Anthropic needs an enormous amount of computing…
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Wall Street just flashed a warning it has only shown 6 times in 155 years
Wall Street has a number problem. It is called the CAPE ratio. And it just crossed a level that has only been touched five other times in over 150 years of market history. The last time this happened was right before…
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Global Funds vs Global Mutual Funds: Understanding the Differences
Investors looking to get exposure to the overseas markets have two options – global funds and global mutual funds. However, they fall under two regulatory regimes. Global mutual funds are India-domiciled, and investors…
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SpaceX’s Earnings, Revenue Nearly Doubled. So Why Did The Stock Crash?
Two months ago, SpaceX pulled off the biggest IPO in history. Elon Musk’s rocket and satellite company started trading in June, and for a few dizzying days it was worth more than Microsoft and Amazon. Big claims. Bigger…
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Full Month Reckoning: Record Bank Profits, a Fed Split Three Ways, and a Fragile Ceasefire That Broke Again: July ’26 in Review
Executive Summary July 2026 finished the way it started: unresolved. The month opened with the Dow closing above 53,000 for the first time in its history on July 5. It closed with the Dow up for a fourth straight month,…