Radhavi Deshpande of Kotak Mahindra Life Insurance says REITs and InvITs offer stable cash flows and portfolio diversification, while fixed income is anchored to asset-liability matching amid rate-cycle uncertainty. For FY27, she sees selective opportunities in large-cap financials, industrials, and consumption, emphasizing earnings quality, capital efficiency, and risk-adjusted returns over momentum or liquidity-driven plays.Read More
Investors turn to financial results from artificial intelligence bellwether Nvidia Corp in the coming week to steady a U.S. stock market that has been rocked by AI-related worries and is digesting a Supreme Court overturn of President Donald Trump’s sweeping trade tariffs.Read More
Seth Klarman’s value investing principles of capital preservation and margin of safety are gaining relevance amid market uncertainty. Meanwhile, US tariffs on imports have been raised to 15%, triggering renewed volatility and affecting Indian export-oriented sectors. Investors are evaluating the long-term impact of these trade tensions.Read More
Valuation expert Aswath Damodaran prefers Anthropic over OpenAI for investment, citing leadership dynamics rather than fundamentals. Both AI firms boast record-breaking private valuations—OpenAI near $730 billion and Anthropic at $380 billion. Despite the gap, the race for AI dominance raises concerns about productivity, jobs, and market impact, with recent Anthropic plugin releases triggering software market sell-offs in India and the US.Read More
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