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Oil Shock ≠ Stagflation: Understanding the Real Shift Beneath the Headlines
Oil prices are rising and stagflation fears are back in the headlines, but today’s environment is very different from the 1970s. This article explores why the real story lies in long-term shifts toward energy security, infrastructure, power demand and essential materials.
Girish Appadu
Mar 173 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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