Global markets are increasingly pricing in a "no landing" scenario as Bank of America’s latest fund manager survey shows optimism returning despite lingering macro risks. Meanwhile, China’s economic growth continues to lose momentum, with weaker consumer demand and private investment raising fresh questions about the sustainability of its recovery. The global energy landscape is also evolving rapidly, with the US emerging as a net oil exporter while China and India remain among the world's largest consumers, reinforcing the geopolitical importance of energy security. We also examine how extreme wealth concentration in the US continues to rise alongside booming equity and real estate markets. Back home, we discuss why India’s greatest wealth creators have survived brutal drawdowns, highlighting the importance of patience in long-term investing, before diving into the mixed performance of 2026 SME IPOs, where stock selection—not blind optimism—is separating winners from losers. Because in investing, markets don't usually test your IQ first—they test your patience.
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