Latest Insights

Jun 10, 2025

Interest in the Emerging Market (EM) region has increased in 2025. Their valuations remain low, but recent growth trends and external risks (like currency instability) have shifted the perspective. We analyse the fundamentals, examine current economic indicators, and determine if EMs represent genuine undervalued opportunities or potential pitfalls.

Jun 09, 2025

Markets stepped into June with a cautious sense of optimism. Investors found some breathing room as US inflation showed signs of easing.

Jun 04, 2025

EUR/USD has quietly become one of 2025’s cleanest technical charts. From a January base near 1.08 to recent highs above 1.14, the euro has gained ground on the back of a softer US dollar and growing speculation that the Fed may start cutting rates. But even in this rally, the pair hasn’t moved in a straight line. 

Jun 03, 2025

As we move through 2025, investors are starting to revisit a classic question: should portfolios lean toward large-cap stocks or give more weight to small-cap names? The spotlight on Apple and Microsoft continues but smaller firms are gaining attention for all the right reasons. Some of the fundamental signals now suggest that small-cap stocks could offer better value and growth potential. 

Jun 02, 2025

Investors stepped into the final week of May feeling cautiously optimistic. Inflation seemed to be cooling, and consumers were still spending steadily — a combination that gave markets a bit more stability.

May 28, 2025

Tesla stock just delivered its sharpest breakout in months – but the technicals are sending mixed signals. After weeks of underperformance and investor caution, Tesla (TSLA) has surged past a key long-term technical level: the 200-day moving average. Tesla’s latest surge has reignited hopes of a turnaround, especially after months of uneven performance. Still, with market volatility lingering and some underlying concerns about the business, investors aren’t rushing in blindly.

May 27, 2025

The dollar’s dominance has been baked into every global market story for years, but lately it feels like the headline may be changing. After a long stretch of strength, driven by Fed rate hikes and flight-to-safety momentum, things are cooling off. So, the big question: is the dollar still overvalued, or are we just settling into a new norm?

May 26, 2025

The market experienced a decline during the previous week because investors became concerned about new trade tensions and increasing borrowing costs and rising US government debt. The market experienced a setback when President Trump announced unexpected European import tariffs including iPhones at a time when China trade negotiations were showing positive developments. The new trade policy brought back the uncertainty that had previously dominated the market.