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ALETHEIA CAPITAL
Micron stock price: Why MU shares are rising today and what's the new price targetMicron (MU) stock price: Micron Technology shares surged after Stifel raised its price target to $360, citing strong AI cloud demand and im...20 Jan, 2026, 09.25 PM IST- India’s growth story intact despite FII outflows, sentiment the key risk: Jim WalkerMarket strategist Jim Walker expresses astonishment at foreign investors selling Indian equities, deeming it a "madness" given India's stat...17 Dec, 2025, 03.53 PM IST
- AI spending boom faces funding and power reality check: Jim WalkerAI's ambitious spending faces a funding crunch, shifting from internal cash to debt, raising investor concerns. Experts highlight energy an...17 Dec, 2025, 02.33 PM IST
- Fed’s rate cut raises stagflation fears; Jim Walker warns of US recession by 2026The US Federal Reserve reduced interest rates due to a cooling labour market. Economist Jim Walker believes this could worsen inflation. He...19 Sep, 2025, 01.05 PM IST
- China in holding pattern, India needs reforms: 5 key insights from Jim WalkerAletheia Capital's Chief Economist, Jim Walker, suggests China is in a holding pattern, awaiting policy clarity in 2025, while India's stro...19 Sep, 2025, 01.03 PM IST
- US recession: Jim Walker, who predicted 2008 US market crash, sounds alarm over economic turmoilIs the US headed for a recession? Jim Walker, a veteran economist who predicted the 2008 US market crash, has sounded alarm over US economi...25 Mar, 2025, 07.20 PM IST
- Double down on India, but don’t overlook Vietnam—a hidden investment gem, says Jim WalkerJim Walker, Chief Economist at Aletheia Capital, highlights India's exceptional policy stability and macroeconomic foundation, making it an...12 Mar, 2025, 08.49 AM IST
- Market jitters? Top global experts see India as long-term winner despite volatilityIndia’s stock market correction is driven by technical factors and presents a strategic buying opportunity. Leading analysts believe India'...12 Mar, 2025, 08.27 AM IST
- Jim Walker nailed the 2008 stock market crash. Now he has 4 bold predictions for 2025Aletheia Capital’s Chief Economist, Jim Walker, predicts a 10% decline in the US dollar, a painful but manageable economic slowdown, a long...10 Mar, 2025, 03.49 PM IST
- 2025 will not be a repeat of 2008; advising clients to go very long on India: Jim WalkerJim Walker, Chief Economist at Aletheia Capital, discusses the likely slowdown in the US economy, potential changes in US trade policies, a...05 Mar, 2025, 08.11 AM IST
- DeepSeek buzz puts tech stocks on track for $1.2 trillion dropDeepSeek, a Chinese AI startup, has unveiled a cost-effective AI model that runs on less advanced chips, challenging the dominance of major...28 Jan, 2025, 12.00 AM IST
- China's small-cap crash shows what happens sans market rescueThe stark underperformance suggests investors are throwing in the towel on small-cap shares out of belief that policy support will be focus...06 Feb, 2024, 05.57 AM IST
- India a much more important force of global economic growth vs European countries: Jim WalkerBeing the sixth largest economy in the world, India has contributed close to $1.3 trillion to the global demand in the last 10 years, where...15 Feb, 2023, 09.35 AM IST
- Global inflationary pressures likely to persist longer than markets suspect: Jim WalkerWe expect inflationary pressures to persist for a lot longer than the markets suspect. Once prices have been disturbed to a large extent, w...21 Jul, 2022, 06.04 AM IST
- India's demographics represent 8-10% growth opportunity: Jim WalkerCapital equipment, manufacturing and production is where the growth is going to come from in this cycle. I would be very long in the early ...11 Feb, 2021, 02.32 PM IST
- China wants its own Goldman Sachs. It has a big headache insteadFor the executives at Citic’s CLSA unit who sat listening to Zhang in silence, it also marked the end of a tumultuous three-year relationsh...10 Jul, 2019, 11.25 AM IST
- Why Tata Motors can no longer delay IPO of Jaguar Land RoverThe double whammy of a Chinese auto slowdown and Brexit threatens margins and sales.06 Mar, 2019, 04.31 PM IST
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