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Archived: Week 36, 2025: AI stocks and Indian market volatility

This edition discussed weakness in parts of the AI trade and questions about Indian market volatility.

Archived topic · 2025
This is a shortened archive summary. The original figures, trade levels and forward-looking calls are no longer presented as current guidance.

What this edition covered

This edition discussed weakness in parts of the AI trade and questions about Indian market volatility. The original report was written for a specific week in 2025 and is not an assessment of present conditions.

What remains useful

Comparing regions can reveal that the same event has different effects on different businesses. A market snapshot needs a clear date, and an explanation should distinguish observed facts from assumptions.

Reading it today

The old rankings, prices, entry levels and week-ahead expectations have been withdrawn from this page. For a lasting introduction to the underlying connections, continue with the related explainer below.

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