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3 mins read

Investing in India’s manufacturing sector: Opportunities and outlook

India's economic landscape is a tapestry of growth drivers, with the manufacturing sector emerging …

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2 mins read

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   


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3 mins read

Invest smarter: Leverage business cycles for better portfolio returns

In the dynamic world of finance, investors are constantly seeking avenues to maximise returns while…

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2 mins read

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   


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2 mins read

Special Situation Investing: Turning challenges into profitable opportunities

As the world grapples with uncertainty, given the scale of global conflicts, economies under duress…

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2 mins read

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   


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5 mins read

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 …

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1 min read

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   


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2 mins read

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   


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2 mins read

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 …

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3 mins read

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…

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2 mins read

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   


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2 mins read

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   


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2 mins read

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   


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2 mins read

'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   


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3 mins read

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 (…

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4 mins read

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…

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1 min read

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   


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2 mins read

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   


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2 mins read

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…

Filip De Mott