Nuggets
BookmarksCollections
Sign inCreate account
About UsTerms of usePrivacy policyDisclaimerCopyright & Takedown PolicyCommunity GuidelinesCookie PolicyContact

© 2026 Nuggets

AllMarketsTechDivesLeadershipGeo
All(3,390)MarketsMarket Pulse(774)TechTech x VC(1,161)DivesDeep-Dives(1,033)Leadership(312)GeoGeopolitics(511)

Filters

1 selected

Content format0/6

Subject domain0/8

Subtopic0/23

Source0/7

1 filters applied

Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 10 of 10

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 10 of 10

India’s private markets: The global limited partner view | March 2026 | McKinsey

**Executive Summary** India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…

Mar 27, 2026·Blog / Article
India’s private markets: The global limited partner view | March 2026 | McKinsey

India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

**Overview** This is QED Investors' assessment of India's fintech and financial services landscape after six years in the market. With 8 investments and $220M+ deployed, QED offers a grounded, practitioner's view — not a distant observer's take. The report is structured across five parts: why India matters, what makes it distinctive, QED's approach, portfolio proof points, and the next chapter. **Part I: Why…

Mar 27, 2026·Finance
India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

This Is How Big Money Is Trading the War in Iran | Ozan Tarman (Vice Chair, Global Macro at Deutsche Bank) | Odd Lots

> "At the moment the pain trade, the momentum trade, is for this equity rally and oil fall to continue." - **Ozan Tarman** [[00:05:47](https://youtu.be/KNia2t6JHg8?si=6ldEL-OPGaxReFRf&t=0h5m47s)] > "Another observation today reminds me of early February 2020 while we all saw people falling over in China... the S&P made new all-time high. The same is today with Iran. Nobody cares." - **Client of Ozan Tarman**…

Mar 26, 2026·Biographical
This Is How Big Money Is Trading the War in Iran | Ozan Tarman (Vice Chair, Global Macro at Deutsche Bank) | Odd Lots

https://www.dspim.com/media/pages/latest-literature/12152ee508-1772687595/dspnetra-mar26.pdf

*DSP Netra: Early Signals Through Charts (March 2026) #Report*

Mar 14, 2026·DSP Netra
https://www.dspim.com/media/pages/latest-literature/12152ee508-1772687595/dspnetra-mar26.pdf

What to look for in 2026? Samir Arora on IT, Auto, Gold & The FII Exit ($18B Sold)

> "**Fund managers are not able to beat even the 150th best performing stock of the index forget about the market.**" - Samir Arora (Explaining his portfolio construction and elimination strategy) [[29:47](https://youtu.be/qj2avX1OVUg?t=1787)] > "**India has underperformed so much in the last one year... nearly 28 30% against emerging market peers.**" - Samir Arora (Discussing the post-trade deal recovery)…

Feb 20, 2026·Equity
What to look for in 2026? Samir Arora on IT, Auto, Gold & The FII Exit ($18B Sold)

Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios | Thoughts on the Market | Morgan Stanley

> *"Latin America is facing a trifecta of change that could set up a very different investment story from what investors have gotten used to."* - **Nikolai Lipman** (Discussing the core thesis) [[00:00:23](https://youtu.be/L5dkNazvEr0?t=23)] > *"We could be moving towards an investment or capex cycle in the shadow of the global AI capex cycle."* - **Nikolai Lipman** (On the shift from consumer to infrastructure)…

Feb 10, 2026·Commodities
Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios | Thoughts on the Market | Morgan Stanley

The Great US Asset Misprice: Where Smart Money Is Going | Marko Papic (Chief Strategist, BCA Research) | Mauldin Economics

- *"The bond market is saying no more."* - **Marko Papic** (on US fiscal spending) [[00:00:23]](https://www.youtube.com/watch?v=61a6TZQyG-8&t=23s) - *"High energy prices are a cure for high energy prices."* - **Marko Papic** [[00:14:00]](https://www.youtube.com/watch?v=61a6TZQyG-8&t=840s) - *"Europe is actually becoming more and more of a one place... They unite out of fear."* - **Marko Papic**…

Feb 9, 2026·BCA Research
The Great US Asset Misprice: Where Smart Money Is Going | Marko Papic (Chief Strategist, BCA Research) | Mauldin Economics

https://x.com/neilksethi/status/2013002205637259684?s=20

'TACO' or 'No TACO'? > "Donald Trump is following through on a greater share of his threats in his second term... During his first term, **Trump carried out about 40% of the threats he made**, according to an analysis by Jennifer Welch, chlef geoeconomics analyst at Bloomberg Economics. That **rate has risen to 60% so far** in his second term-a shift that suggests 'Tehran shouldn't bet on TACO, Welch said."

Jan 20, 2026·Investing
https://x.com/neilksethi/status/2013002205637259684?s=20

Top 10 Global Trends of 2026 with Ruchir Sharma | Prannoy Roy | DeKoder | Full Episode

**Part 1: Review of 2024/2025 Forecasts** Ruchir Sharma achieved an 80% accuracy rate (8/10) on his previous predictions. - **American Dominance Reversal:** International markets outperformed the US by 2x as predicted [[00:02:42](https://www.youtube.com/watch?v=m1QY0S7GgqU&t=162s)]. - **Emerging Market "Stars":** 76% of emerging markets outperformed the US in per capita growth…

Jan 17, 2026·Equity
Top 10 Global Trends of 2026 with Ruchir Sharma | Prannoy Roy | DeKoder | Full Episode

https://www.singularityone.in/p/inside-indias-data-center-build-out

Singularity One | Inside India's Data Center Build-Out

Jan 11, 2026·India
https://www.singularityone.in/p/inside-indias-data-center-build-out
Source
Blog / ArticleFinanceGeopolitics
+77 more tags
IndiaIndia FocusedInvestingMarkets & InvestmentsPE/VCReport

India’s private markets: The global limited partner view | March 2026 | McKinsey

Executive Summary

India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…

View Full Article
UJ
Mar 27, 2026
Source
Finance
Source
BiographicalFinanceGeopolitics
+77 more tags
Investing
Source
DSP NetraMarketsAntler India
+9
Source
EquityFinanceGeopolitics
+99 more tags
Gold & Silver
Source
CommoditiesEquityFinance
+99 more tags
Geopolitics
Source
BCA ResearchEquityGeopolitics
+66 more tags
Investing
Source
InvestingGeopoliticsReport, Blogs & Insights
Source
EquityGeopoliticsIndia
+66 more tags
Investing
Source
IndiaDatacenterInvesting
Report, Blogs & Insights
Geopolitics
India
+88 more tags
India FocusedInvestingMacro / EconomicsMacrosMarkets & InvestmentsPE/VCReportReport, Blogs & Insights

India Field Notes 2026: How India Is Evolving and Where We See Opportunity | QED Investors

Overview

This is QED Investors' assessment of India's fintech and financial services landscape after six years in the market. With 8 investments and $220M+ deployed, QED offers a grounded, practitioner's view — not a distant observer's take. The report is structured across five parts: why India matters, what makes it distinctive, QED's approach, portfolio proof points, and the next chapter.

**Part I: Why…

View Full Article
UJ
Mar 27, 2026
Macro
Macro / Economics
Markets & Investments
Middle East
Podcast
Self-Development

This Is How Big Money Is Trading the War in Iran | Ozan Tarman (Vice Chair, Global Macro at Deutsche Bank) | Odd Lots

"At the moment the pain trade, the momentum trade, is for this equity rally and oil fall to continue." - Ozan Tarman [00:05:47]

"Another observation today reminds me of early February 2020 while we all saw people falling over in China... the S&P made new all-time high. The same is today with Iran. Nobody cares." - Client of Ozan Tarman…

View Full Article
UJ
Mar 26, 2026
9 more tags
InvestingReportMarch 2026DSP Mutual FundGeopoliticsIndia FocusedReport, Blogs & InsightsMarkets & InvestmentsIndia

https://www.dspim.com/media/pages/latest-literature/12152ee508-1772687595/dspnetra-mar26.pdf

DSP Netra: Early Signals Through Charts (March 2026) #Report

View Full Article
UJ
Mar 14, 2026
India
India Focused
Investing
Macros
Markets & Investments
PE/VC
Podcast
Technology

What to look for in 2026? Samir Arora on IT, Auto, Gold & The FII Exit ($18B Sold)

"Fund managers are not able to beat even the 150th best performing stock of the index forget about the market." - Samir Arora (Explaining his portfolio construction and elimination strategy) [29:47]

"India has underperformed so much in the last one year... nearly 28 30% against emerging market peers." - Samir Arora (Discussing the post-trade deal recovery)…

View Full Article
UJ
Feb 20, 2026
Investing
LatAm
Latin America
Macro / Economics
Markets & Investments
Monetary Policy
Morgan Stanley
Podcast

Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios | Thoughts on the Market | Morgan Stanley

"Latin America is facing a trifecta of change that could set up a very different investment story from what investors have gotten used to." - Nikolai Lipman (Discussing the core thesis) [00:00:23]

"We could be moving towards an investment or capex cycle in the shadow of the global AI capex cycle." - Nikolai Lipman (On the shift from consumer to infrastructure)…

View Full Article
UJ
Feb 10, 2026
Markets & Investments
Mauldin Economics
Podcast
US
US / West

The Great US Asset Misprice: Where Smart Money Is Going | Marko Papic (Chief Strategist, BCA Research) | Mauldin Economics

  • "The bond market is saying no more." - Marko Papic (on US fiscal spending) [00:00:23](https://www.youtube.com/watch?v=61a6TZQyG-8&t=23s)
  • "High energy prices are a cure for high energy prices." - Marko Papic [00:14:00](https://www.youtube.com/watch?v=61a6TZQyG-8&t=840s)
  • "Europe is actually becoming more and more of a one place... They unite out of fear." - Marko Papic…
View Full Article
UJ
Feb 9, 2026
+3
3 more tags
Markets & InvestmentsUS / WestEquity

https://x.com/neilksethi/status/2013002205637259684?s=20

'TACO' or 'No TACO'?

"Donald Trump is following through on a greater share of his threats in his second term... During his first term, Trump carried out about 40% of the threats he made, according to an analysis by Jennifer Welch, chlef geoeconomics analyst at Bloomberg Economics. That rate has risen to 60% so far in his second term-a shift that suggests 'Tehran shouldn't bet on TACO, Welch said."

View Full Article
UJ
Jan 20, 2026
Macros
Markets & Investments
Outlook 2026
Podcast
US

Top 10 Global Trends of 2026 with Ruchir Sharma | Prannoy Roy | DeKoder | Full Episode

Part 1: Review of 2024/2025 Forecasts Ruchir Sharma achieved an 80% accuracy rate (8/10) on his previous predictions.

  • American Dominance Reversal: International markets outperformed the US by 2x as predicted [00:02:42].
  • Emerging Market "Stars": 76% of emerging markets outperformed the US in per capita growth…
View Full Article
UJ
Jan 17, 2026
+9
9 more tags
PE/VCReportsGeopoliticsIndia FocusedReportTechnologyAIReport, Blogs & InsightsMarkets & Investments

https://www.singularityone.in/p/inside-indias-data-center-build-out

Singularity One | Inside India's Data Center Build-Out

View Full Article
UJ
Jan 11, 2026