From Hawkish Easing to Tactical Rotation

Fed caution, China’s policy pivot, and Brazil’s rate-cycle tailwind set the tone for November positioning.

Nov 7 • 

Genuine Impact

6

October 2025

Amazon’s Great Reshape & Portfolio Update

AI efficiency, job cuts, and the next chapter of a trillion-dollar empire

Oct 30 • 

Arya

4

From Trade Thaw to Gold Fever: Reading the Market’s Mood

🌏 Weekly Macro & Market Pulse

Oct 22 • 

Arya

4

📰 Market Pulse

From TACO trades to bank earnings beats — markets recalibrate as volatility cools

Oct 15 • 

Arya

4

3

🚗 AI on Wheels: The Race Toward Self-Driving Profitability

Global Autonomous Driving Outlook 2025

Oct 8 • 

Arya

2

Are We in a Bubble?

Stress-testing today’s rally across earnings, positioning, and policy

Oct 3 • 

Arya

3

September 2025

📝 Quantum Horizons: Security Risks and Investment Plays

The Quantum Risk–Reward Equation

Sep 26 • 

Arya

4

From Cold to Warm: Positioning for the U.S. Economic Cycle

Tripled Since 2023: How Our Portfolio is Beating the Market

Sep 17 • 

Arya

2

1

From Crypto to Real World Assets: How On-Chain Finance is Redefining Global Investing

Crypto × RWA × Market Restructuring Deep Dive

Sep 12 • 

Arya

5

2

August 2025

The “One Big Beautiful Bill” — Manufacturing Renaissance or Debt Mirage?

Washington’s $5.5tn stimulus could reshape U.S.

Aug 11 • 

Arya

1

1

July 2025

🗓️ Global Fixed Income Market Outlook – July 2025

Navigating Global Bonds Amid Policy Shifts and Market Divergence

Jul 14 • 

Genuine Impact

2

5

🗓️ 2025 Mid-Year Review · Part II

— New Asset Allocation Themes in a Structurally Evolving Market

Jul 2 • 

Genuine Impact

2