Tag: investor letter

3 political reasons for current India-US trade stalemate

BusinessAugust 4, 2025

Trump has repeatedly called BRICS a group that is ‘anti-US’, saying that it aims to destroy the dominance of the dollar. (AI image) US President Donald Trump’s move to impose 25% tariffs on...

BOJ Lays the Groundwork – BOJ Watch: Food inflation and tariff relief set stage for hike

StocksAugust 4, 2025

The BOJ is no longer in wait-and-see mode. Persistent food inflation, improving global trade sentiment, and potential wage growth are building the case for a rate hike. The focus now turns to upcoming meetings, where...

Here’s Why ClearBridge Large Cap Growth Strategy Initiated a Position in Synopsys (SNPS)

MarketApril 8, 2025

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter....