Markets
Valuation work, balance-sheet reads and evidence-led coverage of single names.
Amazon is no longer primarily a retailer. Understanding its true business model — and where the value actually lives — is essential before making an investment decision.
Priya Raghunathan • 1 Aug 2026 • 7 min read
From hedging global supply chains to around-the-clock price discovery, futures exchanges connect the modern economy.
Priya RaghunathanPublished 7 min read
Softer inflation prints and resilient earnings have pulled forward easing expectations, lifting benchmarks across three continents.
Priya RaghunathanPublished 5 min read
Producers are managing output tightly, but freight data and refining margins point to softer consumption.
Priya RaghunathanPublished Updated 4 min read
Rate differentials remain the dominant currency driver, with positioning amplifying every surprise.
Daniel OkaforPublished 5 min read
