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Is AI Euphoria Blinding Markets to Oil Shock Risk?

A familiar paradox is back at the centre of global markets this spring. Oil tankers are taking longer routes around the Arabian Peninsula, war-risk insurance premia in the Gulf have widened, and policymakers in Washington, Brussels and Riyadh are once again on near-permanent shuttle …

Nitish Kishor | 04 May 2026

Trump Reviews Iran Peace Plan but Leaves Door Open to Fresh Strikes

President Donald Trump's second-term administration is reviewing a fresh Iran peace framework while pointedly declining to take the option of additional military strikes off the table — a posture that has set off a familiar but high-stakes recalibration across global asset markets. For institutional …

Nitish Kishor | 04 May 2026

Are Co-CEOs the Future of Corporate Governance in Volatile Markets?

The co-CEO structure, long treated by governance specialists as an awkward exception to the unitary chief executive model, is having an unexpected moment. A growing list of listed companies — spanning enterprise software, asset management, advertising and consumer goods — has either appointed or …

Nitish Kishor | 04 May 2026

Are Continuation Funds Creating Governance Risks in Private Equity Markets?

A leading institutional limited partner association has issued its sharpest warning yet on the rapid expansion of so-called 'conflict vehicles' — the continuation funds and GP-led secondaries through which private equity managers move trophy assets from old funds into new vehicles they continue to …

Nitish Kishor | 04 May 2026

Five Dividend Stocks to Watch in May 2026: QSR, BX, MNR, CRGY, NWBI

Industry and Macro Context: WhyDividendStocks Are Back in Focus

Nitish Kishor | 04 May 2026

Gold Price Today: Central Bank Buying, Real Yields, and Geopolitical Risk Drive Safe-Haven Demand

Gold remains one of the most closely trackedAssetsin global financial markets. Its price today is shaped by a convergence of macro, geopolitical, and structural forces that spanCentral Bankpolicy,Inflationdynamics, currency movements, and investor positioning.Market Participantsare assessing how these variables interact and what they signal for …

Nitish Kishor | 30 April 2026

Nasdaq Today: How Nvidia, Microsoft, Amazon & Tesla Are Moving the Index

TheNasdaqComposite remains a focal point of globalEquitymarkets, and on any given trading day the conversation often comes back to the same handful of mega-cap names: Nvidia, Microsoft, Amazon and Tesla. Investors are watching how artificial intelligenceDemand, cloud-computing scale,E-commercetrends and electric-vehicle dynamics translate intoEarnings,Capital-expenditure/">CapitalExpenditureand share-price …

Nitish Kishor | 30 April 2026

Oil Price Today: How Brent Crude Moves the ASX, FTSE, TSX, and Wall Street

Oil prices are at the centre of global financial markets in a way not seen since the energy shocks of the 1970s. The closure of the Strait of Hormuz following the outbreak of military conflict with Iran in late February 2026 has removed roughly …

Nitish Kishor | 30 April 2026