Microsoft’s record AI spending has unsettled investors despite strong profit and cloud growth. Analysts flag cost concerns as Azure expands rapidly and Microsoft deepens its partnership with OpenAI to sustain long-term growth.Read More
Ace investor Mukul Agrawal significantly reshaped his Rs 7,500 crore portfolio in Q2, adding ten new stocks and increasing stakes in five others. His strategic investments, totaling around ₹400 crore, span diverse sectors including engineering, technology, renewable energy, and healthcare, reflecting a keen eye for emerging businesses.Read More
India’s aerospace market is projected to double to $54 billion by 2033, driven by ‘Make-in-India’ initiatives, defence indigenisation, and increasing exports. This growth presents a significant opportunity for investors, with several listed companies poised to benefit from the expanding aerospace supply chain.Read More
The Bank of Japan maintained interest rates at 0.5%, signalling a cautious approach to policy normalisation amid board divisions, political pressure, and rising inflation expectations, while economists anticipate a hike soon.Read More
SEBI’s proposed mutual fund fee reform aims to reduce brokerage costs and boost investor returns. Motilal Oswal AMC’s Akhil Chaturvedi says the impact on AMCs and distributors will be minimal, while investors will benefit from lower expenses. The move aligns with SEBI’s focus on transparency, investor protection, and sustainable growth for India’s ₹75 lakh crore MF industry.Read More
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