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Beyond the AI Scare: Where Volatility Creates Value
AI-driven volatility has led to indiscriminate selling across software, advisory, logistics and cybersecurity. Yet fundamentals in many sectors remain intact. We examine where fear may be creating opportunity for long-term investors.
Girish Appadu
Feb 273 min read
November Market Insights: Rotation Beneath the Surface
Global markets stalled in November 2025 as investors weighed a resolved U.S. shutdown against uncertain data and shifting monetary policy. Technology stocks pulled back, defensive sectors outperformed and global bonds stayed flat while precious metals lifted commodities. Diversification and valuation discipline remain central heading into 2026.
Girish Appadu
Dec 2, 20252 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
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