Global Thematic Investing: The AI RevolutionA Comprehensive Analysis of AI Investment Opportunities Across Global MarketsJanuary 15, 2026
Where Global Capital Is Going After the Magnificent 7Following the Money from Magnificent 7 to Emerging Markets and Beyond.January 7, 2026
Commodity Super Cycle: Why Diversified Exposure MattersThe 2026 commodity super cycle is driven by AI & energy transition. Discover why diversified index exposure beats picking single stocks.January 3, 2026
Why We Believe in Modern Portfolio TheoryWhy Paasa believes Modern Portfolio Theory is the foundation for disciplined, long term, globally diversified portfolios.December 25, 2025
The Most Fascinating Financial Experiment of Our TimeLearn how MicroStrategy turned into a Bitcoin treasury stock. Breakdown of leverage, mNAV, premiums, and why Indian investors prefer MSTR over direct BTC.August 16, 2025
Chip Wars, Nvidia Earnings, and ChinaCan Nvidia keep growing without China? A deep dive into its Q1 2026 earnings, AI chip demand, and global supply chain challenges.June 1, 2025
The Dollar's SlumpThe U.S. dollar is down 10% in 2025. Learn why tariffs, policy risks, and global trust are reshaping markets and portfolios.April 30, 2025
Palantir: What's Happening With 2024's Best Stock?Palantir’s journey from secretive defense startup to AI software giant explains why its stock was 2024’s breakout success.April 3, 2025
Management Fee and CarryManagement fees, carried interest, hurdle rates, waterfall structures—this guide breaks down how fund managers really get paid in private equity and AIFs.March 26, 2025
