Curieosity Tech Research TeamNov 53 min readPortfolioThought Nodes - Portfolio Allocation (IND)As per our last coverage on India through the monthly Hummingbird last month (The Hummingbird: September 2024) , we mentioned there would...
Curieosity Tech Research TeamOct 211 min readPortfolioThought Nodes - Portfolio Allocation (US)The US markets have hit a new all time high, with firms reaching all time high valuations with a broader market gain, reducing the...
Curieosity Tech Research TeamAug 62 min readPortfolioThe fire sale is on!This is what we call a buying opportunity. Asset prices are far dislocated from asset values, in this case both long term and medium...
Curieosity Tech Research TeamJul 263 min readPortfolioThought Nodes - Portfolio Allocations (US)Earnings season is underway and the first few earnings are out, some leaders of industries, which set the pace of those industries and...