top of page
Search


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


Trump Targets Iran Ties with Immediate 25% Tariff
President Trump’s surprise 25% tariff on countries trading with Iran puts trade policy back at the centre of market risk. Ambiguity, legal challenges, and shifting competitiveness are now driving investment outcomes more than headlines.

Girish Appadu
Jan 133 min read


U.S. Government Shutdown Ends: Relief for Markets, But Risks Remain
The forty three day US government shutdown has ended, restoring federal operations and calming markets, but economic and sector risks remain. With GDP likely dipping in Q4 and consolidation underway in tech and AI, investors face a shifting landscape heading into 2026.

Girish Appadu
Nov 17, 20252 min read


China’s Next Chapter: From Manufacturing Powerhouse to Innovation Engine
China’s 15th Five-Year Plan signals a new era driven by innovation, self-reliance and sustainability. From AI to clean energy, Beijing’s focus is shifting from growth quantity to growth quality, creating fresh opportunities for long-term investors.

Girish Appadu
Oct 29, 20252 min read


Are You Losing to Complexity?
Complexity in investing often reduces performance and increases stress. At Intrasia Wealth, we show how simplicity brings clarity, efficiency, and confidence, proving that less can truly be more when managing wealth.

Girish Appadu
Oct 16, 20252 min read
bottom of page