US HEDGE FUND
Retail investors now the smart money, HNIs more prone to panic: Sandeep Tandon
Quant Mutual Fund's CIO, Sandeep Tandon, anticipates India's PE multiple to remain elevated until 2047, driven by a demographic peak and a shift in investor perception. He highlights the rise of entrepreneurship and financial inclusion as key factors, with retail investors playing a significant role in driving market growth.
Up 29% in 5 months! Should you invest or avoid gold mutual funds?
Gold funds and ETFs have surged, delivering impressive returns this year, fueled by geopolitical tensions and central bank buying. Experts advise caution for fresh investments, suggesting a strategic allocation of 5-10% of portfolio for diversification. While gold offers a hedge against uncertainty, equity mutual funds may provide better long-term returns, making SIPs in equity a potentially more rewarding option.
ETMarkets Smart Talk | Avoid overpriced defence, travel, and consumer staples: Arun Poddar’s caution list
Arun Poddar of Choice International advises investors to be selective amid high valuations and macro uncertainties. He suggests avoiding overheated sectors like private defence and focusing on financials, automobiles, and infrastructure. Poddar anticipates stable DII flows and cautions against small and mid-caps due to their expensive valuations, recommending a staggered investment approach.
As returns fade, Aswath Damodaran lays out 4 red flags about alternative investments
Aswath Damodaran shares a word of caution for those exploring alternative investments. He points out the pitfalls of exaggerated diversification benefits and the burden of high fees. He advises investors to maintain a grounded perspective on their investment timelines and liquidity needs.
Bitcoin or Gold: What’s the real safe haven during global crises?
As geopolitical tensions between Iran and Israel flare up, investors are turning to traditional safe-haven assets to shield their portfolios. At the centre of this flight to safety are two competing assets: gold, the age-old hedge, and Bitcoin, often dubbed “digital gold.”
Crude price surge to impact paint, aviation sectors; don’t rush into pharma now: Sunil Subramaniam
Crude oil's surge to $74 is impacting India's economy, raising concerns about inflation and industry costs. Geopolitical risks, particularly involving Iran and Israel, fuel market volatility, causing FIIs to be cautious. Domestic fund managers see opportunities in market dips, while uncertainty looms over the pharma sector due to potential US tariffs.
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George Soros's absence at son Alex’s lavish wedding raises eyebrows on his health. Check details
Billionaire investor George Soros skipped his son Alexander (Alex) Soros and Hillary Clinton aide Huma Abedin’s wedding on Saturday. It unclear why the billionaire father-of-the-groom passed out on the opportunity to be at the main bash. According to a report, Soros is 'in good health' when asked if he skipped out on the festivities for health reasons.
Why are Indian MFs struggling to find skilled short-sellers?
Mutual funds in Mumbai are struggling to find experienced short-sellers. This is due to the rise of specialised investment funds. These funds require expertise in betting against stocks. A decade-long bull market has discouraged short-selling. Regulations and pay are also hindering recruitment. Experts believe the timing is right for long-short funds. They await regulatory easing for better performance.
Stocks, Bonds & Correlation Chaos: Rethinking the 60/40 strategy
The concept of the 60/40 investment portfolio, which typically refers to an allocation of 60% in stocks and 40% in bonds, has long been the cornerstone of investing by retail and institutional investors.
Top insolvency lawyer and former Rajah & Tann managing partner Patrick Ang dies at 61
Patrick Ang, former managing partner at Rajah & Tann and a leading insolvency lawyer, died at age 61. Ang led the law firm’s regional expansion and played key roles in high-profile corporate collapses. He was widely respected in Singapore’s legal sector and is survived by his wife and three daughters
Stocks sell off, oil surges as Israel strikes Iran
Israel reportedly struck Iran, triggering market turmoil amid already heightened tensions over Iran's nuclear program and U.S. efforts to curb it. Oil prices surged, while stocks fell as investors sought safe-haven assets like the yen and U.S. Treasuries. Analysts are closely watching for further escalation and potential impacts on global oil supply.
Trade deal lacks fine print, raising doubts over US-China truce: Shaun Rein
Shaun Rein discusses the US-China trade agreement, highlighting Trump's optimistic view versus China's more cautious approach. He emphasizes China's growing economic power and shift in trade patterns, with the US needing Chinese manufacturing and resources. Despite market fluctuations and geopolitical tensions, Rein suggests investors consider increasing exposure to Chinese equities, anticipating future institutional investment.
Marelli files for Chapter 11 bankruptcy in US as hedge funds take control
Marelli Holdings, grappling with $4.4-4.5 billion in debt, has filed for Chapter 11 bankruptcy in the US, offering a respite from financial pressures. Strategic Value Partners is poised to acquire the company with a $1.1 billion financing package, while KKR writes off its investment.
European shares stable as markets eye Sino-US trade talks
European stocks were steady on Tuesday, shrugging off modest losses from the previous session, as investors stayed on edge awaiting fresh signals from the second day of tense U.S.-China trade negotiations.
Motherson's Marelli takeover faces US hedge fund bump
Samvardhana Motherson is preparing to compete with Strategic Value Partners (SVP) for the acquisition of Marelli Holdings. Motherson is reportedly raising $2 billion for the deal. Marelli's board is meeting to decide the company's future amidst financial struggles. Motherson has proposed a financial package involving KKR writing off its shares and Motherson acquiring new shares and debt.
USAID cuts threaten 'God's food,' made in Georgia for children in need
MANA Nutrition, a non-profit in Georgia, faces a crisis due to deep cuts in U.S. aid programs under the Trump administration. The organization, which produces peanut butter paste to combat child malnutrition globally, has lost USAID contracts, its primary funding source.
Sector rotation expected as policy easing triggers catch-up rally: Sandip Sabharwal
Sandip Sabharwal discusses the positive impact of lower interest rates on infrastructure, construction, and consumer durables, anticipating a festival season revival. He notes the potential growth of electricity derivatives for MCX due to renewable energy sources. While positive on the defense sector, he cautions against excessive valuations, particularly in private sector companies, advising careful entry timing.
Adrian Mowat on why non-US assets are becoming more appealing than US equities & bonds
Strategist Adrian Mowat suggests a shift in investment focus. Emerging markets are gaining traction due to potential rate cuts and a weakening dollar. The US-China trade talks are unlikely to yield significant concessions. Fiscal challenges in developed nations further enhance the appeal of emerging economies like India, China and Brazil.
JPMorgan CEO Jamie Dimon threatens to fire job-hopping analysts, says 'if you accept a position with another company...'
JPMorgan Chase CEO Jamie Dimon is cracking down on junior bankers, threatening termination for those who accept other job offers within 18 months of joining. Dimon has viewed the practice of analysts leaving for private equity firms shortly after starting as unethical, citing concerns about conflicts of interest and the potential misuse of confidential information.
Why you should invest in health and wellness sector for improved financial health
You’ve heard it time and again — “Health is wealth.” But as one approaches middle age, this adage becomes more than just a cliché. Rising medical costs, especially due to chronic conditions like diabetes, cardiovascular complications, and lifestyle diseases, begin to weigh heavily on personal finances.
Elon Musk deletes post claiming Trump appears in Epstein files amid ongoing feud
Elon Musk deleted a post alleging Donald Trump's presence in unreleased Jeffrey Epstein files, potentially signaling a truce after escalating tensions between the billionaires. This followed a feud sparked by Trump's support for a bill criticized by Musk, who accused the administration of betraying EV makers.
ETMarkets Smart Talk: Why Gurpreet Sidana says real wealth is built on strategy, not speculation
Religare Broking CEO Gurpreet Sidana urges investors to avoid momentum-driven trades and focus on fundamentals amid volatility. He highlights defence, cement, and gold as key sectors while advising data-led, risk-aware strategies for long-term wealth creation.
Inside the Musk-Trump feud: This adviser is said to have triggered the most talked-about split in politics
Elon Musk’s choice for NASA chief, Jared Isaacman, was abruptly rejected by President Donald Trump—despite Senate support. The shocking move came after Trump’s top aide, Sergio Gor, flagged Isaacman’s past donations to Democrats. This stirred a rare public feud between Trump and Musk. The clash has rattled NASA’s leadership plans and raised concerns about politics overruling expertise in space policy. With tensions rising and billions in contracts on the line, this dramatic fallout between two powerful figures could reshape the future of U.S. space exploration and private-government partnerships.
US-UAE multi-billion dollar AI data campus deal far from finalised, sources say
The project, which plans to use advanced Nvidia AI chips, has been promoted by Trump officials as a win in steering Gulf states toward US technology over Chinese alternatives. But according to five sources briefed on the project, US officials have yet to determine the security conditions to export the advanced chips or how the agreement with the Gulf state will be enforced, leaving the deal far from resolved.
Tesla shares gain 5% as Trump-Musk feud appears to cool
Tesla shares clawed back from steep losses as a war of words between CEO Elon Musk and U.S. President Donald Trump appeared to cool, easing investor worries about the likely political fallout on the electric automaker.
China, HK stocks close down as US-China call offers no clear progress on trade
China and Hong Kong stocks ended slightly lower on Friday, as investors remained cautious after a call between U.S. President Donald Trump and Chinese leader Xi Jinping failed to provide clear signals of progress in easing trade tensions.
Billionaire boom: This financial adviser says India is minting billionaires much faster than millionaires across the world
India is producing billionaires at a faster pace than millionaires, fuelled by entrepreneurship, digital ambition, and generational wealth transfer. According to Akshat Shrivastava and the World Wealth Report 2025, India’s high-net-worth population is growing faster than global peers, despite lagging in overall millionaire numbers. Young Indian investors are shifting towards offshore assets, demanding digital-first wealth management, and reshaping traditional investment models. This quiet revolution in wealth creation signals a profound shift in how—and where—India’s financial elite plan their futures.
Brooos please nooo: In Trump vs Musk, Ye (Kanye West) and Bill Ackman try to play the peacemaker
Elon Musk and Donald Trump’s once-strong alliance has unravelled in public, sparking market jitters and political tension. Their split, triggered by disagreements over federal spending and electric vehicle tax cuts, intensified when Trump threatened to cancel Musk’s government contracts. Musk hit back by backing impeachment and referencing Trump’s ties to Jeffrey Epstein. While Wall Street punished Tesla’s stock, political figures, including Bill Ackman and Ye, urged reconciliation. The fallout highlights the fragility of influence when politics, business, and personal ambition collide.
Rising uncertainty over trade wars and de-dollarisation are pushing up global demand for gold — its supply is limited: Campbell R. Harvey
Campbell R. Harvey explains gold's enduring value, citing its historical stability from ancient times to today. He notes that the financialization of gold through ETFs and geopolitical factors like de-dollarization influence its price. While volatile in the short term, gold serves as a long-term store of value and a potential hedge against stock market downturns, offering portfolio diversification.
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