The US-Iran war is escalating once again. And as Brent crude went past $91 a barrel, Indian equities have come under pressure; the war is c...

In the second quarter of 2026, US private credit portfolios experienced a notable trend of stabilization, despite lenders continuing to mar...

In the equity market, it is generally good to keep one eye on risk management. But there are times when it becomes a must-do. We are curren...

The way things are panning out with the Gulf war, the probability of ever greater volatility in markets across the globe is high. And highe...

Trying to time the market turns volatility into something that beats an investor twice: Once on the way down, and once on the way up. So, i...

After a lull, things are again heating up in the US-Iran war. From sanctions, which drew the ire of China, to missiles, which are again fly...

US bond yields remain elevated, suggesting that the debt market expects inflation to move up. Now, if the risk-free returns indicated by th...

Building a portfolio of high-quality companies requires more than simply identifying good businesses. Lawrence A. Cunningham’s quality-inve...

The defence sector’s positives are well known. But there are some unknowns. For “security reasons” we will never know how or why orders are...

When the Indian market will start to recover in any real sense is still an open question. But one positive is that the broader market indic...

Even if the ongoing conflict in the Gulf settles anytime soon (and we certainly hope it does), don’t be surprised if the Nifty and Sensex r...

It is rare for bulls and bears to agree on anything. At this juncture, however, they seem to agree on one point: That the Indian stock mark...

When it comes to the banking sector, one should, at this point of time, give some leeway in terms of credit growth. The more important thin...

The markets have been uncomfortable for some months now, with troubles originating largely from outside the country. Higher crude prices be...

The Sensex has gone 697 days without a new record high, marking its longest stretch of weakness in years. In 2026, 37% of trading days have...

As long as geopolitical uncertainty remains, volatility will be an inevitable part of the equity market. In such a scenario, stick with dom...

SPEC Finance has launched a significant neurotechnology fund to accelerate India's research and development. This initiative aims to foster...