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AI After the Euphoria: Enter the Infrastructure Phase
AI is moving from narrative to execution. As power and infrastructure constraints emerge, the next phase of returns is likely to favour mission-critical suppliers in chips, networking, electricity and cooling rather than speculative end-use applications.
Girish Appadu
Jan 283 min read
Has the AI Rally Hit Its First Reality Check?
The AI boom has powered record profits and towering valuations, but November’s hesitation marks a potential turning point. As sentiment cools, diversification and disciplined risk management become essential to navigate an increasingly narrow market.
Girish Appadu
Nov 10, 20252 min read
Three Years On: Is the Bull Market Running Out of Steam or Just Getting Started?
Three years into the post-2022 recovery, global markets remain resilient. As inflation cools and rate cuts loom, investors are navigating the shift from policy-driven momentum to earnings-led growth. The next leg of the bull market may hinge on sector rotation and disciplined portfolio positioning.
Girish Appadu
Oct 27, 20252 min read
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