Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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Global FX: FX Volatility Bumpy, but Capped in H2
The recent washout in EMFX carry trades, low FX volume compared to other indicators, firm global growth and broad PMI strength, the world being...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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Inflation Moderation?
Key economic data releases from China, the US, and Europe are closely monitored for signals on inflation and growth, while the Fed is expected to...
205 Views
Dan Tennebaum - The Case for India at India Capital (EP.387)
Dan moved to India 25 years ago, transitioning from startups and venture capital to public markets, sharing insights on his journey and experiences...
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