Jan 7, 2026 9:59 am
The Best May Be Behind Us • 2026 begins with momentum, not new policy support. Early gains are possible, but returns must be earned through growth and earnings. • The easy part of the cycle is over. Markets will prioritise growth first, inflation discipline second, and rate cuts only at the margin. • Capital is…
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Jan 5, 2026 2:18 pm
Venezuelan Oil: Immense Geology, Heavy Reality Executive summary Events over the past few days have materially altered how Venezuela’s oil endowment is being discussed in the context of future global supply. From a pariah state long constrained by sanctions and naval pressure, the apparent US control of key security and energy decisions has brought…
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Jan 5, 2026 12:32 pm
A very happpy New Year to all our clients and frirnds of The Global CIO Office. Whishing you all a prosperous New Year Ahead Table 1: Assset Class returns to end Deceber 2025 (USD) Source: Bloomberg Executive Summary 2025 will be remembered as the year in which global markets stopped taking US policy announcements at…
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Dec 22, 2025 10:25 am
Markets will close the year having delivered respectable returns. That matters. Financial growth supports savings, and investment, and it provides a degree of stability. But growth is broader than a GDP definition or asset market performance alone. We live in a world of human beings, not just monetary wealth, and progress must also be judged…
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Dear Investor,
As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.
https://www.bseipf.com/investors_education.html
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