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Girish Appadu

Portfolio Manager

Girish manages client portfolios at Intrasia Wealth. He builds each portfolio within the client's mandate, from the asset allocation to the individual holdings, and explains to clients how their portfolio is positioned and why.

He is a CFA Charterholder who studied actuarial science before completing a Master's degree in Investment Management at the University of Reading. Over more than ten years in banking, wealth management and investment analysis, including roles at SBM Bank and Warwyck Private Bank in Mauritius, he has advised high-net-worth clients, developed investment strategies and carried out the research behind them.

Mauritian by origin, Girish combines local knowledge with a global view of markets, and a commitment to building wealth patiently over the long term.

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62 articles

Japan’s Debt Illusion: The Sovereign Carry Trade Reshaping Global Markets

Japan’s public debt is often misunderstood. Behind the headline numbers lies a vast sovereign balance-sheet strategy funded by ultra-low domestic rates and exposed to global risk assets.

27 May 2026

More articles

Quarterly review
Q1 2026 Market Review
12 May 2026
Analysis
Guns, Butter and Barrels: What the Iran Shock Means for Inflation and Portfolios
26 April 2026
Analysis
The Complacency Paradox: Rising Risks, Falling Spreads
1 April 2026

Earlier

2026

17 March 2026Oil Shock ≠ Stagflation: Understanding the Real Shift Beneath the HeadlinesAnalysis
10 March 2026A Positive Month Masking Deepening Market Dispersion. Monthly Market Outlook – February ReviewMonthly review
5 March 2026Energy Routes Under Strain: Navigating Markets in a Time of ConflictAnalysis
27 February 2026Beyond the AI Scare: Where Market Volatility Creates Long-Term ValueAnalysis
19 February 2026From Backlog to Breakthrough: What the New Private Equity Landscape Means for InvestorsAnalysis
13 February 2026The Case for Small Modular Reactors: Capacity, Certainty and Portfolio RelevanceAnalysis
9 February 2026January Market Commentary: Reassessing Risk in a Shifting LandscapeMonthly review
4 February 2026From Euphoria to Flush: How One Policy Shift Triggered a Global Deleveraging WaveAnalysis
28 January 2026AI After the Euphoria: Enter the Infrastructure PhaseAnalysis
20 January 2026Power Is Becoming the New CapitalAnalysis
16 January 2026Are We Mistaking Concentration for Strength?Analysis
13 January 2026Trump Targets Iran Ties with Immediate 25% TariffAnalysis
7 January 20262025: From Tariff Turbulence to Global TriumphAnalysis

2025

10 December 2025The AI Build-Out Is Running Into Real-World LimitsAnalysis
4 December 2025Market Uncertainty Will Persist in 2026. How Should Investors Respond?Analysis
2 December 2025November Market Insights: Rotation Beneath the SurfaceMonthly review
17 November 2025U.S. Government Shutdown Ends: Relief for Markets, But Risks RemainAnalysis
14 November 2025Michael Burry’s AI Bet: The Big Short 2.0 or Just Smoke?Analysis
12 November 2025Positioning for Tomorrow: What Global Trends Mean for Your Portfolio TodayAnalysis
10 November 2025Has the AI Rally Hit Its First Reality Check?Analysis
6 November 2025When Cheap Debt Turns Toxic: The Rise of Corporate ZombiesAnalysis
4 November 2025Market RecapAnalysis
31 October 2025Central Bank Update: ECB Holds Rates, Fed Signals CautionAnalysis
29 October 2025China’s Next Growth Cycle: Innovation, Tech & Green EnergyAnalysis
27 October 2025Three Years On: Is the Bull Market Running Out of Steam or Just Getting Started?Analysis
22 October 2025The $150 Million Question: Insight, Instinct, or Insider Information?Analysis
16 October 2025Are You Losing to Complexity?Analysis
14 October 2025Is Complacency Taking Hold in the Market?Analysis
13 October 2025The Changing Face of the U.S. Labor MarketAnalysis
9 October 2025Falling, Not Fading: The Dollar’s GripAnalysis
7 October 2025From Ultra-Low to All-Time Highs: Japan’s Bond Market Signals ChangeAnalysis
6 October 2025The $100,000 H-1B Visa Fee: A Game-Changer or a Risky Gamble?Analysis
2 October 2025Q3 Market Review: Momentum Meets UncertaintyQuarterly review
29 September 2025Resilient, Surprising, but Sustainable? U.S. Growth Under the LensAnalysis
26 September 2025A Looming U.S. Government Shutdown: What Investors Should KnowAnalysis
25 September 2025Neobanks: From Disruption to RealityAnalysis
24 September 2025Beyond Fed Rate Cuts: How Structurally Higher Interest Rates Shape Investment StrategyAnalysis
16 September 2025Bulls Back in Town: Fund Manager Optimism at 7-Month HighAnalysis
15 September 2025From Price Pressures to Job Losses: The Fed’s Balancing ActAnalysis
11 September 2025Chocolate, Watches… and Tariffs: Switzerland in the SpotlightAnalysis
9 September 2025U.S. Unemployment Exceeds Job OpeningsAnalysis
5 September 2025The Dollar Is Quietly Collapsing Against GoldAnalysis
2 September 2025Are Bond Yields Warning of a Global Fiscal Storm?Analysis
2 September 2025Monthly Market Note – August 2025Monthly review
29 August 2025Nvidia Q2: Another Strong Quarter, But Perfection Is a High BarAnalysis
27 August 2025Europe’s Quantum Leap: Can the EU Catch Up?Analysis
26 August 2025Small-Caps: Stuck in the Shadows?Analysis
19 August 2025Trade Tensions Test Swiss ResilienceAnalysis
13 August 2025Tariffs, Inflation, and the Fed: The Macro Forces Driving MarketsAnalysis
11 August 2025Risk Appetite Surges, But Are Investors Overlooking Fragility?Analysis
7 August 2025India at a Crossroads: Risk or Opportunity for Investors?Analysis
5 August 2025From West to Rest: China’s Trade Strategy in a Fragmenting WorldAnalysis
30 July 2025Robotaxis, Reality, and the Road Ahead: Who’s Leading the Autonomous Future?Analysis
29 July 2025Markets on the Move: Balancing Record Highs with Rising RisksAnalysis
24 July 2025The Buffet Indicator has reached an all-time high.Analysis
22 July 2025Is your financial advisor helping you feel more confident, less stressed and giving you back valuable time?Analysis
21 July 2025Is 2025 the comeback moment for Active Managers?Analysis
20 July 2025Markets Climb as Economic Data Outperforms: Inflation, Retail Sales & Earnings in FocusAnalysis

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