
India’s oldest exchange, BSE, posted a 174% year‑on‑year jump in Q3 FY26 net profit to ₹602 crore, driven by robust trading activity and higher operating income. Revenue from operations surged 62% to ₹1,244 crore. Sequentially, profit rose 8% from Q2 while revenue grew 16%, indicating steady momentum. The results underscore a revitalised Indian equity market and BSE’s strengthening financial footing.

In this masterclass, James Thorne of Columbia Threadneedle shares his market outlook, focusing on UK mid‑ and small‑cap equities and providing detailed analysis of 18 individual companies ranging from Auction Technology Group to LSL Property Services. He highlights the potential...

India’s equity markets closed sharply higher on Feb 9, 2026, with the Sensex up 0.58% and the Nifty up 0.68%, driven by optimism over an interim India‑US trade framework and strong earnings from State Bank of India (SBI). SBI surged 7.63%...
Japanese Prime Minister Sanae Takaichi secured a landslide win in the lower‑house election, giving her party a dominant 316‑seat majority. The victory is expected to accelerate negotiations on a Taiwan‑Japan Economic Partnership Agreement, according to University of Tokyo expert Lim...

The episode examines the surge in emerging market (EM) debt and equity performance through January 2025, noting record growth rates and unprecedented fund inflows. It compares today’s bullish sentiment to the pioneering phase of EM investing four decades ago, highlighting...

The European Union announced plans to replace its $44.10‑per‑barrel Russian oil price cap with a comprehensive ban on maritime services for Russian crude, pending member‑state approval. The ban would block hull, machinery, and insurance services, pushing Russia toward the uninsured...
Tata Steel posted Q3 FY26 revenue of ₹57,000 crore, down 3% QoQ, while volumes rose 4%. Consolidated EBITDA slipped 11% to ₹8,200 crore, with weaker pricing and widening losses in the UK and Netherlands. A cost‑transformation programme delivered ₹8.6 billion of savings and...

Motilal Oswal reiterates a Buy on Hero MotoCorp, setting a ₹6,804 target versus the current ₹5,755.20 price. The company posted Q3 FY26 profit of ₹14.4 billion, marginally above forecasts, helped by higher other income while margins held steady despite an EV rollout. Analysts project...

S&P 500 Equal Weight, S&P MidCap 400, and S&P SmallCap 600 all hit records on Friday, and so did Dow, which also surpassed 50,000 level for first time ever Friday; although Dow is almost 130 years old, it has evolved over decades ensuring...

Flight to value was unmistakable last week in factors; S&P 500 Pure Value +4.0%, while S&P 500 Growth slumped 2.1%; yield-seeking behavior also dominant theme, with S&P 500 Dividend Aristocrats and Dow Jones U.S. Select Dividend index +3.5% and +3.3% respectively; Momentum (powerful driver in past several...

European Central Bank President Christine Lagarde announced that François Villeroy de Galhau will leave his post as Governor of the Banque de France after an eleven‑year tenure. Lagarde highlighted Villeroy's realism, strong European convictions, and collaborative style as assets to...

Barrick Gold and Tanzania's state‑owned Twiga Minerals have launched a modern helicopter equipped for airborne geological surveys across Shinyanga Region. The initiative aims to deliver high‑resolution geophysical data while lowering the environmental footprint of exploration. Since the 2019 joint venture,...

Total eruption in the 10-day volatility of $MSTZ (-2x Strategy).. 477% may be an all time ETF record (I added $SPY for perspective), it's higher than $QBTX which got to 433% at one point. Crazy high vol is like degen...

In May 2008 Warren Buffett concluded a four‑day European roadshow in Milan, where he fielded questions from MBA students about investing, management, and life. The trip was part of Berkshire Hathaway’s hunt for family‑owned businesses to add to its decentralized...

$DIA leading all flows on Friday as the Dow Jones hits ATH and is running laps around SPX this year. This index is equiv of a rotary phone, price-weighted, invented when Grover Cleveland was POTUS, but it could be...
Big Oil’s XLE ETF has surged 19.1% year‑to‑date, outpacing the clean‑energy ICLN’s 13.2% gain. The rally follows the Trump administration’s move to ease sanctions on Venezuela, a country with the world’s largest proven oil reserves. While the prospect of tapping...
Taiwan's Executive Yuan announced a temporary freeze on gasoline and diesel prices from Feb 16‑23 and will keep natural gas and LPG rates unchanged through the end of February to smooth consumer costs during the Lunar New Year. The decision follows...

🔴 Here is something to think about: 🇮🇳 If President Trump had not imposed the additional 25% tariff on India for importing Russian oil—and with Venezuelan crude now becoming available—would Indian refineries resume buying Venezuelan oil, as they did in the...
% Below All-Time High S&P 500 $SPY: -1% Microsoft $MSFT: -26% Palo Alto Networks $PANW: -28% CrowdStrike $CRWD: -29% Synopsys $SNPS: -34% Palantir $PLTR: -34% Intuit $INTU: -45% AppLovin $APP: -45% Salesforce $CRM: -48% Oracle $ORCL: -56% ServiceNow $NOW: -57% Adobe $ADBE: -61%

Fundrise announced that its Innovation Fund will list on the NYSE as a closed‑end fund, shifting from an open‑end structure that trades at NAV to a fixed‑float vehicle. The article explains how ETFs, open‑end mutual funds, and closed‑end funds differ...
Cuba is running out of oil. The island warned airlines that they wouldn't be able to re-fuel at its 9 major airports from Tuesday for at least one month. The Communist government has closed international hotels to save fuel, too. In...
USDA confirms the sale of 264,000 tons of U.S. soybeans for delivery to China in 2025/26.

The latest "Talk Your Book" episode breaks down the three A’s shaping the U.S. economy—asset prices, artificial intelligence, and the affluent consumer. It highlights a widening market breadth and offers a framework for valuing the world’s largest firms. The discussion...

Bank of America's own measure of trucking activity confirms the uptick in the ISMs https://t.co/BLUrghpS3Q

The stock market is more or less at all-time highs Same with small caps & foreign stocks Yet many name-brand companies are getting nuked right now Concentrated positions are very fun on the upside They can also wreck you on the downside https://t.co/Ng2WpRK35K https://t.co/nMR87p0Tgx
Altona Rare Earths announced that the U.S. Trade & Development Agency will support its Monte Muambe project in Mozambique, prompting a 76% surge in the company's London‑listed shares. The backing aims to map technical and financial routes for extracting rare‑earth...

Americans expect the stock market (50%) and economy (49%) to improve over the next six months but predict higher inflation (62%) and unemployment (50%) @Gallup https://t.co/n8pQ2GIAHd
HSBC's Kettner: "Last week's rotation and unwinding of popular trades is unlikely to trigger a broad selloff – we stay constructive" DB's Reid on how this feels like 2000, when "an enormous rotation after the tech bubble burst" was enough to...
Taiwan’s January exports jumped 69.9% year‑on‑year to a record $65.77 billion, marking the 27th straight month of growth. Imports also rose sharply, yielding an $18.89 billion trade surplus, up 87.7%. The surge was led by AI‑related tech, information and audio/video products, and...

🚨Today's news vs my prediction 5 years ago: 👔My model to 2050 showed no peak in oil demand. That was in 2020. 🪶Many have retreated from their "peak demand" predictions. The latest is from Vitol: 🐼Vitol Pushes...

UK bond markets reacted sharply on Monday after a series of high‑profile Downing Street resignations, with the 10‑year gilt yield climbing to 4.62% – a ten‑basis‑point surge that set a three‑month high. The departures, including communications chief Tim Allan and...

In this episode, economist Alasdair Macleod outlines a 2026 outlook where a tightening silver market, driven by massive physical shortages and surging demand from China and India, is creating a sharp premium between Shanghai and Western markets. He warns that...

Web Summit Qatar has rapidly become the Middle East’s largest tech gathering, drawing a record 30,274 attendees from 127 countries in 2026. The event’s growth provides African startups—from fintech to agritech—direct access to Gulf investors, system integrators, and global partners....
We are adding Salesforce and ServiceNow to the IVES AI 30 list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally broken…and we strongly...

The episode examines a regional bank that has rebuilt its balance sheet, achieving profitability, capital ratios above 12%, and improved liquidity after addressing over $12 billion of higher‑risk loans. It highlights that despite these fundamentals, the bank’s subordinated floating‑rate notes are...

The Indian rupee closed at 90.74 per U.S. dollar on Monday, down 9 paise after a volatile session that swung between a high of 90.37 and a low of 90.77. Traders linked the movement to the newly announced India‑U.S. interim trade...

The episode explains that China’s official macro debt ratio hit a record 302.3% of GDP in 2025, driven primarily by government borrowing while household and private company debt fell. It highlights the real‑estate crisis as the catalyst that halted household...

The episode examines a draft German law that would require wind and solar developers to cover the costs of connecting their projects to the electricity grid, a move prompted by a surge of connection requests, especially from large‑scale battery storage...

KraneShares has launched the CSI China Internet UCITS ETF (ticker KWEBI) on the London Stock Exchange, giving European investors direct exposure to offshore‑listed Chinese internet and e‑commerce firms. The fund tracks the CSI Overseas China Internet Index, charges a 0.75%...

In this episode Clark Howard warns listeners about the surge in restaurant closures and the risk of losing unused gift cards, urging prompt use to avoid forfeiture. He answers listener questions on topics ranging from gift‑card expiration to personal finance...

Zydus Lifesciences reported a 30% year‑on‑year revenue increase to ₹68.6 bn in Q3 FY2025‑26, driven by strong performance across pharmaceuticals, consumer wellness and medtech. Adjusted net profit rose 9% to ₹11.1 bn, while EBITDA grew 31% to ₹18.2 bn, lifting margins to 26.5%....
Taiwan’s benchmark Taiex index closed 1.96% higher at 32,404 points, gaining over 600 points after a late‑week U.S. market rally. The surge was led by AI‑related chips and electronics firms, with MediaTek up 7% and Winbond jumping 10%, while TSMC...
India’s household financial portfolio is shifting away from traditional safe assets toward equities and managed funds. Between March 2021 and March 2025, bank deposits fell from roughly 47.5% to 43.5% of total financial assets, while mutual‑fund and pension holdings rose...

Southern Nevada’s housing market shifted toward buyers in January as price growth cooled and inventory surged. The median price of a single‑family home held at $470,000, 3.1% lower than a year earlier, while listings rose 18.7% year‑over‑year, creating a near...
COLUMN: Britrish oil giant BP should suspend its $750 million quarterly share buybacks to give incoming CEO Meg O'Neill (who arrives in April) extra financial breathing room. @Opinion $BP https://t.co/23vNRD4Nsw

CHART OF THE DAY: Vitol, the world's largest independent oil trader, shifts its view on global peak oil demand: higher and later. Now, Vitol sees a peak by the "mid" 2030s (previously it anticipated "early" 2030s). Peak demand seen at ~112m...

Emerging‑market equities delivered more than a 10% outperformance versus developed markets in 2025, sparking renewed investor interest. Swiss‑based RAM Active Investments has built a €1 billion systematic strategy that targets broad factor exposure while managing liquidity, governance and concentration risks. The...

In this episode Florian Grummes reviews gold’s recent price action, noting that the metal has retaken the USD 5,000 level and established a bullish higher low at USD 4,655 after a pull‑back. He explains that the market is now in a sideways...

China’s leading hog breeder Muyuan Foods raised roughly HKD 10.7 billion (US$1.4 billion) in its Hong Kong H‑share offering, pricing at HKD 39 per share. The IPO was heavily subscribed, with domestic demand 5.88 times and the international tranche 8.62 times, and attracted...

Southeast Asia’s cybersecurity sector saw venture funding plunge to US$24 million in 2025, a 40 percent decline from 2024 and a stark contrast to the US$533.6 million peak in 2021. All three rounds were early‑stage, with no late‑stage deals recorded, reflecting a more...