by Nikhil Kumar | Jul 26, 2025 | Investment Analysis
Trade Uncertainty Shakes European Heavyweights 1. Introduction As the August 1 U.S.–EU tariff deadline approaches, markets are marred by policy ambiguity. A proposed 15% baseline tariff on EU exports, and up to 30–50% on autos, steel, and aluminum, threatens major...
by Nikhil Kumar | Jul 26, 2025 | Investment Analysis
AI Upside vs Renewable Uncertainty This earnings season painted starkly contrasting pictures: Alphabet (GOOGL) is emerging as a dominant force in AI with robust earnings and an $85 billion capital spending plan for 2025, while Tesla (TSLA) disappointed the market with...
by Nikhil Kumar | Jul 26, 2025 | Investment Analysis
Japanese industrial and auto equities surged 1. Introduction: Trade Relief Sparks Auto Sector Rally On July 23, the U.S. and Japan finalized a landmark trade agreement reducing auto tariffs from 25% to 15%. The deal also includes a $550 billion investment framework...
by Nikhil Kumar | Jul 18, 2025 | Investment Analysis
Policy Shocks Domestic Grocery Sales As part of the “One Big Beautiful Bill,” the U.S. federal government has implemented a $9 billion reduction in SNAP (food assistance) funding. This change is expected to reduce discretionary spending among low-income households,...
by Nikhil Kumar | Jul 18, 2025 | Uncategorized
Tax Overlays Hit Tech Titans The newly endorsed 15% global minimum corporate tax regime (Pillar Two) is reshaping investor expectations across the tech sector. While designed to ensure large multinationals pay at least 15% tax on their international profits, the U.S....
