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CYCLES LTD
Why the capital cycle approach is a powerful framework for long-term investingEdward Chancellor advocates the capital cycle approach, urging investors to focus on industry supply, capital allocation and management qua...- Why the next Bitcoin cycle will be won by investors who understand liquidityBitcoin's next rally is likely to be driven by liquidity, ETF inflows and monetary conditions rather than retail hype, according to Mudrex'...
- Why is Parag Parikh Flexi Cap Fund still a top recommendation despite underperformance? Expert explainsDespite recent underperformance, experts continue recommending Parag Parikh Flexi Cap Fund for its consistent long-term, risk-adjusted retu...
- Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MFIndian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exp...
- AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
- India tour of Sri Lanka: Tests begin August 15 as Shubman Gill leads side in crucial WTC cycleIndia is set to face Sri Lanka in a two-Test series starting August 15, with matches in Galle and Colombo. This tour, part of the World Tes...
- PFC-REC merger: Which stock should you buy before the mega deal creates Rs 11 lakh cr power financing giantPower Finance Corporation (PFC) and REC's boards have approved a merger, creating India's largest power financing institution with a Rs 11 ...
- Nifty Realty gains 6%: Is this the start of a new up-cycle? Equirus Cap's Vijay Agrawal answersIndia's real estate sector is experiencing a robust turnaround, driven by a shift to organized developers, increased project launches, and ...
- Good investing outcomes come from doing few boring things well: Nithin KamathZerodha co-founder Nithin Kamath said building long-term wealth does not require chasing hot stocks or timing the market. He stressed that ...
- Manipur: DGP Mukesh Singh praises Cycle Patrol initiativeManipur DGP Mukesh Singh lauded the Cycle Patrol initiative as a vital tool for beat policing and community engagement, particularly in hil...
- US Stocks: Oppenheimer makes rare cuts to top US investment banks, backs alternative asset managersOppenheimer has downgraded major U.S. investment banks like Goldman Sachs and Morgan Stanley, citing limited upside despite a positive envi...
- Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
- Pankaj Tibrewal sees stronger top-line growth driving India's next earnings cycleIndian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next ...
- 'Higher-for-longer' aluminium cycle to lift producer stocksIndian aluminium giants Vedanta Aluminium and Hindalco Industries are poised for significant gains, with analysts predicting around 20% gro...
- Proverb of the day: ‘The world is a circle, but to the eye it appears as a straight line’ - A timeless lesson on perspective and perceptionLife often feels like a dead end, but our limited vision misinterprets chapters as the whole story. Today's profound proverb of the day rev...
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Best German Proverb of the day: "Peace creates wealth, wealth creates arrogance, arrogance brings war, war brings poverty." A life lesson on the price of prideBest Proverb of the day: The German proverb "Peace creates wealth, wealth creates arrogance, arrogance brings war, war brings poverty" illu...
- Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...
- Psychology says people who feel insecure about other people's success may not be jealous, they may be trapped in the comparison cycleWhy do some people feel uncomfortable when others achieve success? Psychology suggests social comparison, self-esteem, scarcity thinking an...
- NFO Alert: Zerodha Fund House launches 2 target-date Life Cycle fundsZerodha Fund House has launched India’s first target-date Life Cycle Fund series, offering two schemes: 2036 and 2041 maturities. The NFO i...
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