Avernys Strategic Signals – Fortnightly Release (7 Sep 2026)

Avernys’ latest Strategic Signals highlights a sharper global reset – rising rate and geopolitical risks, Europe’s aggressive cost restructuring, and AI’s accelerating shift from software into power, cooling, chips, and physical infrastructure. India’s startup market is also showing signs of renewed liquidity, but at reset valuations – with growth capital returning, secondaries gaining importance, and consolidation emerging as the clearest route to price discovery.