by Nikhil Kumar | Jul 18, 2025 | Uncategorized
Luxury Hits a Wall in Asia Europe’s flagship luxury brands—LVMH and Kering—are showing cracks in what was once considered an inflation-proof, recession-resistant segment. The slowdown in China’s post-COVID rebound, combined with shifting consumer behavior, has led to...
by Nikhil Kumar | Jul 13, 2025 | Investment Analysis
The Pentagon’s Golden Dome Boost Sends NYSE Defense Giants Flying The U.S. “One Big Beautiful Bill” (OBBB) has delivered a historic $150 billion funding surge to the defense sector—focusing heavily on advanced missile systems, cyberwarfare capabilities, and AI‑enabled...
by Nikhil Kumar | Jul 13, 2025 | Uncategorized
Why KKR & Apollo Just Got a Multi-Billion Dollar Tailwind In a stunning yet under-reported outcome of the “One Big Beautiful Bill” (OBBB), U.S. lawmakers have preserved the controversial carried interest loophole, delivering a windfall to private equity giants....
by Nikhil Kumar | Jun 29, 2025 | Investment Analysis
Market Breadth Expands as Rally Broadens: Spotlight on JPMorgan Chase On June 28, 2025, the S&P 500 and Nasdaq both closed at record highs, but the real narrative is a significant rotation in market momentum. Capital is shifting from...
by Nikhil Kumar | Jun 29, 2025 | Investment Analysis
Calm in the Gulf: A Catalyst for Oil and Aramco On June 24, a ceasefire between Israel and Iran, brokered by the United States, brought immediate relief to global markets. Most Gulf indices responded with a sharp rise—Saudi Arabia’s benchmark climbed 2.1%, Dubai...
