2025 proved to be a constructive year for investors, marked by easing inflation, improving financial conditions, and resilient corporate earnings. Markets responded positively as central banks began shifting toward more…
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In November 2025, the global economy grew at a subdued ~2.3%, weighed down by trade tensions, policy uncertainty and geopolitical risks. The US exhibited resilience (≈2% GDP) despite a prolonged…
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October 2025 delivered moderate gains across global equity markets. The S&P 500 rose 2.27%, led by mega-cap technology stocks benefiting from strong earnings and AI-driven growth.
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September 2025 turned out to be a notably positive month for global equity markets. The S&P 500 rose approximately 3.6%, buoyed by strong gains in mega-cap growth stocks centered in…
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August 2025 was a strong month for the U.S. stock market, with the S&P 500 rising approximately 1.9% and hitting multiple record highs. The Dow Jones Industrial Average outperformed with…
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In July 2025, global markets experienced notable activity influenced by trade developments, strong corporate earnings, and tariff policy changes across major economies such as the US, UK, and China.
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In June 2025, U.S. equity markets soared to record highs, powered by robust tech and AI stocks, improved corporate earnings, and easing trade frictions. However, investor sentiment was tempered by…
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May 2025 saw strong gains in US equities, driven by the de-escalation of US-China tariffs and robust Q1 earnings growth. Technology, communication services, consumer discretionary, and industrial sectors outperformed, while…
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April 2025 delivered a potent reminder of how quickly policy-driven instability can unravel market calm. The market was upended by a barrage of aggressive tariff measures from the U.S. administration…
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The first quarter of 2025 reminded investors that markets don’t move in straight lines, and neither do geopolitics. After years of U.S. outperformance, markets have entered a new regime shaped…
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