You Searched For "investment themes" and got 20 results
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Investing in India’s manufacturing sector: Opportunities and outlook
India's economic landscape is a tapestry of growth drivers, with the manufacturing sector emerging …
The AI theme is 'overcooked' and investors should take shelter in quality defensive stocks, Morgan Stanley's CIO says
With the AI rally fading, investors should pivot to defensive shares as they wait for a new theme t…
Kelly Cloonan
Invest smarter: Leverage business cycles for better portfolio returns
In the dynamic world of finance, investors are constantly seeking avenues to maximise returns while…
US reindustrialization will be the top investment theme of coming decades, RBA says
RBA says energy and utility infrastructure, transportation, and real estate are top sectors within …
Yuheng Zhan
Special Situation Investing: Turning challenges into profitable opportunities
As the world grapples with uncertainty, given the scale of global conflicts, economies under duress…
DeSantis tourism board approves $17 billion development deal with Disney that could pave the way for a 5th theme park
The development deal is a détente between Disney and Florida's Ron DeSantis, who have battled for c…
Lauren Edmonds,Erin Snodgrass
OPINION: As India seeks $293 billion for renewable energy transition, how can we get more bang out of each green buck?
India needs to see USD 293 billion of investment made between 2023 and 2030 to meet our ambitious …
US inflation will soar if America doesn't undergo reindustrialization, investment manager says
The US has a "massive" trade deficit at a time when world trade is becoming fragmented, Richard Ber…
Jennifer Sor
Risky commercial real estate investments are getting squeezed as the market collapses
CLO distress rates skyrocketed over 440% in the 12 months ahead of January, according to a CRED iQ …
Filip De Mott
Investing in women, gender-responsive budgeting key to green transition success, says global accountancy body
In the journey towards a greener and more sustainable future, women are not just stakeholders, but …
The strategic way to play the gold & oil theme
For instance, on the year-to-date basis, cyclical like banks and defensive like FMCG are among t…
Here are 3 AI themes investors should watch for as the tech craze broadens out to the rest of the market
AI is the economy's "next big productivity driver," Morgan Stanley's chief equity strategist Mike W…
Jennifer Sor
Blackstone to invest $2 bn every year in India; wants quicker M&A clearances
Global private equity major Blackstone Group is confident of investing USD 2 billion annually in In…
PTI
A 'Dragon Ball' theme park is Saudi Arabia's latest attempt to become the world's playground. Some fans aren't happy.
Saudi Arabia is seeking to transform itself into a global gaming hub as part of its plan to diversi…
Tom Porter
'Big Short' investor Steve Eisman details the 4 themes that have him betting on a turbocharged infrastructure boom instead of chasing AI hype
Steve Eisman expects infrastructure to boom thanks to AI demand, grid investing, onshoring, and gre…
Filip De Mott
It’s not banks but insurance that the retail investors now fancy
Retail investors are betting on India’s top-down approach, shows the latest data released by AMFI (…
Startups in 2024: Innovation can't override a profitable bottom line
In 1999, amidst the dot-com frenzy, Warren Buffett's prophetic words at the Allen-Sunny Valley Conf…
An investment firm says these 2 parts of the market still have huge upside as it sees the best opportunity in 35 years
The cheapest large-cap stocks are set to offer the best returns in the US and internationally, GMO …
Filip De Mott
Nvidia's investment in startups has nearly tripled as other tech heavyweights pull back
Nvidia's venture investing saw a 280% year-over-year increase as the firm unleashed its cash pile o…
Filip De Mott
A JPMorgan strategist shares the best ways to invest for the long-term
Among the biggest risks of longer-term investing is putting money in a low yielding asset. Investor…