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The End of Automatic Alignment: How Strategic Autonomy Is Reshaping Global Order

Allied nations blocking American aircraft, treaty partners negotiating with adversaries, oil markets pricing in permanent strategic fracture. The Iran war has not created a transactional world order. It has simply made one impossible to ignore.Key HighlightsSpain, Italy, France and Switzerland blocked or restricted U.S. …

Nitish Kishor | 06 April 2026

Private Credit Stress Test: Redemption Surge at Blue Owl Signals Liquidity Strains

The private credit market, long viewed as a stable alternative to traditional banking and public debt markets, is now facing a critical stress test. A sharp surge in redemption requests at Blue Owl Capital has brought renewed attention to the sector’s underlying liquidity dynamics.

Vinay Lochav | 02 April 2026

Tesla Q1 2026: Volume Strength Meets Strategic Transition

Tesla’s first-quarter 2026 production and delivery figures reflect a company maintaining scale while navigating a more complex demand environment. The reported numbers indicate continued operational strength, even as broader questions emerge around pricing, competition, and long-term growth drivers.

Vinay Lochav | 02 April 2026

Is Lloyds Banking Group’s Valuation Attractive for Long-Term Investors?

Lloyds Banking Group PLCis one of the largest financial institutions in the United Kingdom, offering a full range of banking and financial services. Its core operations include retail banking, commercial banking, insurance products, wealth management and private banking. Lloyds’s customer base spans millions of …

Ankur Sharma | 02 April 2026

How Does IHG Compare With Other Global Hotel Chains?

InterContinental Hotels Group PLC (IHG)is a multinational hospitality company that franchises and manages a broad portfolio of hotel brands spanning luxury to mid-scale categories across the globe. Its brand portfolio includes internationally recognized names across premium, upscale and mainstream segments, targeting business, leisure and …

Ankur Sharma | 02 April 2026

Is Endeavour Mining Positioned to Benefit from Sector Tailwinds?

Endeavour Mining Corporation PLCis a multinational gold producer focussed on West Africa. Its operations include exploration, development, and mining of gold resources across multiple jurisdictions. The company’s strategic emphasis is on expanding its reserve base, improving operational efficiency, and delivering cash generative production. With …

Ankur Sharma | 02 April 2026

Mega-IPOs and Market Depth: Can U.S. Capital Markets Handle the Coming Surge?

Capital Markets in 2026: A Resilient Start With High Stakes Ahead

Nitish Kishor | 02 April 2026

Mega-IPOs and Market Depth: Can U.S. Capital Markets Handle the Coming Surge?

The first quarter of 2026 delivered the strongest globalequitycapital markets performance since 2021. Companies raised USD 211 billion across share sales in the three months to March 31, according to LSEG data, a 40% increase from the same period a year earlier. IPO proceeds …

Nitish Kishor | 02 April 2026

Iran's IRGC Targets U.S. Tech Giants as Gulf Infrastructure Risk Mounts

In a significant escalation of the ongoing U.S.-Iran conflict, Iran's Islamic Revolutionary Guard Corps on April 1 formally named 18 American and allied corporations as legitimate military targets, accusing them of supporting U.S.-Israeli operations against Iran. The IRGC set a hard operational deadline, stating …

Nitish Kishor | 02 April 2026

Oil Surges Past USD 100 as Trump's Iran Stance Triggers Global Supply Risk

Oil markets had been settling into a cautious equilibrium. Tentative optimism around a potential diplomatic pathway had begun to take hold, and energy prices were reflecting that relative stability. That changed abruptly on April 2.

Nitish Kishor | 02 April 2026
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