Analysis of capital flows, investment trends, and financial market positioning.
Stocks
Indian equities kicked off May on a bullish note. The BSE Sensex climbed 997 points on Monday as Maruti Suzuki reported record total sales for April, up 33.29% year-on-year, with domestic sales hitting an all-time high of 191,122 units versus 142,053 the prior year.
Personal Finance
For most American households, the Iran war is not an abstract geopolitical event. It is showing up at the pump, in grocery receipts, and on utility bills. U.S. retail gasoline prices averaged $3.99 per gallon as of March 30, the highest in real terms in over two years.
Stocks
In the middle of a war-driven oil shock and persistent inflation, hedge funds have been buying stocks at a pace that is hard to wrap your head around. According to Goldman Sachs data, funds purchased a record $86 billion in equities over just five trading sessions, driven mainly by
Stocks
If this week’s earnings season has a main event, it is the parade of Magnificent Seven reports due Wednesday and Thursday. Alphabet, Amazon, Meta Platforms, and Microsoft all report after Wednesday’s close, with Apple following Thursday evening. Together they will provide the first comprehensive read on how AI
Stocks
The S&P 500 and the Nasdaq Composite closed last week at fresh all-time highs, and nobody who has been watching equities this month should be surprised. The S&P 500 is up more than 9% month to date, while the Nasdaq has surged over 15%. The
Money & Markets
The Reserve Bank of India took an unusual step this week, quietly easing some restrictions on how Indian banks can participate in the foreign exchange market. The RBI had tightened those rules significantly in recent years as part of one of its most aggressive efforts in decades to stabilise the
Money & Markets
Nigeria spent most of 2025 celebrating a rare streak of falling inflation. After 11 consecutive months of declining prices, the number finally turned upward in March 2026. Headline inflation rose to 15.38%, up from 15.06% in February, according to the National Bureau of Statistics. The monthly rate was
Money & Markets
For anyone hoping to buy a home in the United States this spring, there is some genuine good news. The 30-year fixed mortgage rate fell to 6.3% as of April 16, down from a recent high of 6.57% at the end of March and down for two
Stocks
Something unusual happened in US markets over the past few trading days. Stocks did not just recover from their war-related lows. They went past them entirely. The S&P 500 closed above 7,100 points for the first time in history on Friday April 18, capping its third
Money & Markets
Two of West Africa's biggest economies are posting numbers that would have seemed impossible three years ago, and the contrast with the chaos of 2022 to 2023 could not be sharper. Nigeria saw net capital inflows surge nearly 90% to $23.22 billion in 2025, driven largely by
Money & Markets
Germany's parliament passed its 2026 budget with more than €180 billion ($208 billion) in new debt, a level surpassed only during the pandemic in 2021. The borrowing is made possible by two structural changes: a special €500 billion infrastructure fund and a new exemption allowing unlimited defence spending
Money & Markets
China posted one of the most striking trade results in recent memory in early March. Exports grew 21.8% in US dollar terms in January and February combined, nearly triple the 7.1% growth analysts had expected and up sharply from the 6.6% recorded in December. The trade surplus