Is AI really a bubble?
Authors – Sameer Mekde and Kavish Raj Singh
Why am I writing about this when there is so much optimism around AI in the global markets, especially the US markets? Major predictors of the 2008 subprime crisis are questioning the investments being…
Silver: Understanding the Rally Through Demand, Supply, and Geopolitics
Authors – Sameer Mekde and Kavish Raj Singh
2025 should be regarded as the “YEAR of silver” because of its exorbitant returns in 2025. But is this rally here to stay, or is it a bubble now— a ticking time bomb?
My analysis could be totally wrong, because…
My analysis could be totally wrong, because…
A Deep Dive into the MUFG-Shriram Deal-
Authors – Sameer Mekde and Kavish Raj Singh
Before MUFG’s investment in Shriram Finance, SMBC also made headlines as they acquired a 20 percent stake in Yes Bank for about 13,483 crore rupees. This was the largest cross-border investment…
Rupee at ₹90: What’s Driving the Fall Despite India’s Strong Growth?
Authors – Sameer Mekde and Kavish Raj Singh
As the Indian rupee is acting as a cushion to US tariffs, it can further deteriorate unless and until there is a trade deal finalized between the two nations. The rupee has always played a central role in India’s political landscape, as…
