Feb 24, 2026 6:30 am
• Supreme Court ruling caps tariff overreach, but opens a fiscal tail (repayments) and a credibility question • “Knee-jerk” policy escalation with 10/15% tariffs adds to the volatility • US Bond duration looks under-priced amid supply and confidence concerns • Blue Owl wakes the market up to the power of retail investors – Treasury market…
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Feb 16, 2026 11:34 am
• US data looks solid, but credibility is deteriorating beneath the surface • Inflation is cooling, though core pressures and tariff passthrough risks remain • Equity leadership is rotating firmly away from mega-cap concentration • Asia is executing decisive policy while Western markets drift US economic data continues to look solid on the surface, yet…
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Feb 10, 2026 6:23 am
• Leadership is broadening as investors rotate away from US mega-cap concentration. • Technology is becoming more selective, with dispersion replacing blanket AI trades. • Ex-US markets, led by Japan, are attracting incremental capital flows. • Gold remains portfolio insurance despite near-term profit-taking. Markets are no longer driven solely by size, but by how swiftly…
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Feb 6, 2026 11:09 am
• India’s 2026 budget met muted expectations and was broadly market neutral. • The subsequent U.S.–India trade deal announcement could be a key near-term catalyst for markets. • While details are scarce, the deal may help stabilise the rupee and revive FII inflows. • Improving fundamentals, now reinforced by better sentiment post the deal, are…
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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
We believe that an educated investor is a protected investor !!!
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