The change has prompted at least three investor lawsuits – against AT&T, Axon Enterprises and PepsiCo – and potentially more to follow. By stepping back, the SEC injected uncertainty into the engagement process, said Giovanna Eichner, shareholder advocate at Green Century Capital Management, a climate-focused Boston asset manager.Read More
Market expectations for Japanese bond yields and the central bank’s next rate increase have been thrown into disarray as investors fear an extended conflict in the Middle East will have knock-on effects on the yen and domestic inflation.Read More
The rupee fell to its weakest in a month, while the cost of hedging against further depreciation against the dollar rose, as the escalating military conflict in the Middle East kept financial markets across the globe on edge.Read More
Amidst Middle East tensions, Ajay Srivastava advocates a 33-33-33 portfolio of precious metals, Indian equities, and international stocks. He advises against FMCG and domestic consumption, favoring hard assets like gold, silver, and base metals due to currency depreciation and industrial demand. Srivastava also highlights export-driven auto opportunities and overseas defence investments.Read More
Larsen & Toubro shares fell nearly 5% amid Middle East tensions, but an analyst believes it’s too early to cut earnings estimates. While the company has substantial exposure to the region, its diversified project footprint and strong order pipeline offer resilience. Investors are advised to watch for L&T’s upcoming strategic plan, which could serve as...Read More
Global markets face geopolitical risks and trade disruptions. Investors are increasingly seeking stability in portfolios. Fixed income instruments offer predictable cash flows and diversification. India’s economic growth necessitates a stronger role for fixed income. A balanced tax structure between equity and debt could boost fixed income investing. This shift is crucial for long-term wealth creation.Read More
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