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COMMODITY BOOM
Quote of the day by Arthur Zeikel: "Investors must appreciate that, while there is a pattern to events, no pattern is perpetual. The more widely held the belief in the persistence of a current trend, the less likely it is to continue"Arthur Zeikel’s quote underscores the impermanence of market trends and the risks of consensus thinking. The piece explains how investor ps...
World markets walk a tightrope between AI stocks and oil shocksGlobal markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile...
Every '80s home had a velvet-lined box of silver flatware that never left the sideboard; now those sterling sets are the thrift-store kitchen find designers are hunting forThrift stores are witnessing a surprising surge in demand for vintage silver serving ware, with millennials and Gen Z leading the charge. T...
Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...
Why oil’s not at $200 after the biggest supply shock in historyGlobal oil prices are defying expectations, staying below $100 a barrel even after the Strait of Hormuz was effectively blocked. Record US ...
A 180% crypto rally shows new investing era as Bitcoin meltsMoney is moving from Bitcoin and Ether funds to crypto assets with a direct link to economic activity. The HYPE token, tied to the Hyperliq...
Sensex falls over 300 points, Nifty below 23,350 amid persistent FII sellingIndian stock markets opened lower on Thursday, with Sensex and Nifty declining due to persistent FII selling and global headwinds. Geojit I...
Global Market Today: Asian stocks drop after Broadcom outlook, oil dipsAsian markets and US futures declined. Broadcom's weak forecast impacted investor sentiment. Renewed US-Iran clashes also weighed on market...
Textile sector: Time for a relook as tariff tantrum may soon be history? 5 textile stocks with upside potential of up to 27%The Indian textile and apparel sector has had a stressful year. The US tariffs disrupted orders to the sector’s largest market, squeezed ma...
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
Oil rally may fuel stagflation concerns, though AI remains market's key driver: Arnab DasRenewed Middle East tensions are driving oil prices higher, fueling inflation and economic growth concerns. Despite market optimism, signif...
Global Market Today: Asian stocks ease from record highs, oil steadiesAsian markets dipped from record highs as peace talks with Iran faltered. Oil prices remained elevated amid geopolitical tensions. US stock...
An LNG glut is on its wayThe closure of the Strait of Hormuz and the shutdown of Qatar’s LNG exports have pushed gas prices higher, but the disruption could ultimat...
Global Market Today: Asian stocks count on AI boom to offset Gulf risksAsian markets rose Monday, buoyed by AI demand, despite Middle East tensions impacting oil prices. Investors await U.S. payrolls data, with...
AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
War & AImpact: China's export-price jump fastest in 3 yearsChina's export prices surged 5% in April, the fastest in three years, driven by global energy costs and AI demand for commodities like oil,...
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
India may cheer an Iran deal, but peace in Hormuz won’t refill its emptying economic tankThe economic horizon of India is clouded by a dual predicament characterized by a lack of financial resources and innovative ideas. While r...
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
High risk, high reward S Korea to debut AI-boom linked ETFsSouth Korea is launching its first single-stock leveraged ETFs, linked to chipmakers Samsung Electronics and SK Hynix, aiming to double dai...