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Is India’s Beaten-Down $315 Billion Sector Primed to Rebound?

Avatar photo Alex Frew McMillan on October 6, 2026

We’ve seen good news for Indian equities, particularly IT providers. But with rates about to rise, here’s the smart course for playing any rebound.

Latest Earnings Move the AI Goalposts From U.S. to Asia

Avatar photo Alex Frew McMillan on July 30, 2026

AI data center

The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.

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