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Category: Charts & Data Highlights

Rebase and Rerate?

India’s Growth Story Enters a New Phase

A Worthwhile Premium?

India’s Valuation Premium: Setback or Opportunity?

Elevated Energy?

Energy Prices Lag the Commodity Rally - Risks are Building

Base Jumping

Base Metals Rally Despite Slowing Chinese Economic Growth

Hi-Ho, Higher?

Understanding the Gold-Silver Ratio – What’s Next For Precious Metals

Redundant Real Yields

Gold Price Decouples From Real Yields As Structural Demand Takes Hold

Exuberant EM’s

Emerging markets outshine as US valuations stretch

US Recession Risk in 2026

Recession watch