Billionz Multi-Asset Weekly Newsletter
Nifty Surges 8.6% as FPIs Return and Money Rotates Out of AI into Indian Large Caps Global Developments: Democrats captured both chambers in the US midterms, flipping the House and taking the Senate. AI infrastructure names sold off on data center and regulation fears; Kospi, Taiwan and Nikkei ended the week down 11-12%. Trump said he wants to give Iran diplomacy more time before further strikes; Brent fell 16.4% on the week to $98.32, its biggest drop since July. December Fed hike odds jumped to ~75% after strong October payrolls (+165k vs +65k expected). INR assets outperformed on lower crude...










