Thoughts and philosophies on global financial events.
Resource nationalism is no longer just a policy trend. It is fast becoming a defining force in global commodities. For investors in natural resources and commodity-linked assets, this means that stable supply chains can no longer be taken for granted.
The New Wildcard In Investing Read More »
For what feels like an eternity, the investment narrative has been utterly dominated by a select few. Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta Platforms: the formidable “Magnificent Seven.”
The Significance Of The Magnificent Seven Read More »
In the world of finance, few assets capture the imagination quite like gold. For centuries, it has been the ultimate safe haven, a dependable refuge from the tempests of inflation
A Golden Bet: Why Miners Are Outshining The Metal Read More »
In 2025, infrastructure and real assets have emerged as strategic priorities for investors seeking stability, growth, and diversification amid global market volatility. The resilience of infrastructure assets has been particularly notable over the past year…
Stronger Portfolios Start with Infrastructure Read More »
The US dollar, a cornerstone of global finance, has been a subject of intense scrutiny in recent months. Will the dollar continue its downward slide, or is a meaningful rebound
The Almighty Dollar Fading Star or Underestimated Comeback Kid? Read More »
There’s an unmistakable air of confidence sweeping through the markets these days, and nowhere is that more apparent than in the behaviour of the VIX—the so-called “Fear Index
The VIX Hits Snooze and Confidence Soars Read More »
We are now slightly more than halfway through 2025, and investors around the world are navigating a marketplace defined by transition, resilience, and a fair share of surprises
![US Secretary of Treasury Scott Bessent and Chinese Vice Premier He Lifeng shake hands at Lancaster House in London on June 9, 2025 [US Treasury Department/AFP]](https://duneasset.com/wp-content/uploads/2025/06/Dune-Editorial-Images-1.png)
The latest round of China–USA trade talks in London has taken centre stage for global investors, who are keenly attuned to any developments that might signal either progress or renewed tension between the world’s two largest economies.
Cautious Optimism Prevails In The Latest China-USA Trade Talks Read More »
When Moody’s, one of the world’s leading credit rating agencies, downgraded the United States’ sovereign credit rating, it sent shockwaves through global financial markets
When Moody’s Says “Meh” Read More »
Gold prices surged to an all-time high of approximately $3,500 per ounce in April 2025, fuelled by escalating US-China trade tensions, a weakening US dollar, and heightened geopolitical uncertainty.
Has Gold Prices Reached Its Peak Read More »