Arnab Das, Global Macro Strategist, Invesco EMEA, says an industrial revolution is taking place within which AI has a very important role, That is going to continue. There is possibly a significant amount of hype, and maybe some over-hyping around it. Nevertheless, it is an important change. It is, eventually going to increase productivity and … Read more
Non-professional investors now make up a bigger part of the US options market than ever, pouring money especially into short-term bets and favoring technology stocks, according to JPMorgan Chase & Co. Retail traders were responsible for 18.3% of the total options activity in June, a record, the bank’s strategists led by Bram Kaplan wrote Friday … Read more
Just as enthusiasm over artificial intelligence and China’s stimulus fades, a familiar weakness has come back to haunt equity investors in emerging markets: sinking corporate profits. With 96% of companies in the MSCI Emerging Markets Index done with their quarterly results, the earnings season is almost over. And the picture isn’t pretty — Almost half … Read more
The Nasdaq closed at a record high on Monday while the S&P 500 gained slightly as technology stocks advanced ahead of Nvidia’s highly anticipated earnings and investors gauged the timing of an interest rate cut by the Federal Reserve. The S&P 500 technology index led gains among the 11 major S&P sectors, rising 1.32%, helped … Read more
Warren Buffett, the legendary investor, famously said, “It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price”. This timeless wisdom underscores the essence of value investing. The strategy revolves around identifying quality companies trading below their intrinsic value, a philosophy epitomised by Buffett and … Read more
