Broker’s Call: India Shelter Finance (Buy)
IDBI Capital initiates coverage on India Shelter Finance with a Buy rating and a target price of ₹855 (≈$10.3), above the current market price of ₹755.30 (≈$9.2). The lender’s assets under management (AUM) reached ₹9,819 crore (≈$1.2 billion) as of Dec 2025, supported by a 300‑plus branch network focused on self‑employed borrowers in tier‑II/III cities. Analysts project AUM to grow 28‑30% CAGR over the next three years, while maintaining asset quality (Stage 3 NPA ~1.5%) and profitability with ROA 5.5‑6% and ROE 17‑19%. High spreads above 6% and low credit costs (40‑50 bps) underpin the firm’s earnings outlook, justifying the 2.0× FY27E price‑to‑book valuation.
War with Iran Could Accelerate Africa’s Oil Revival
The escalating war with Iran is destabilizing Middle‑East oil supplies, prompting global buyers to seek alternatives. African basins—particularly offshore Namibia, Ghana, and Nigeria—are attracting heightened investor attention thanks to favorable geology and lower‑cost drilling technologies. New seismic imaging and digital‑oilfield...
India’s Oil Refiners Are Feeling the Squeeze From the Gulf War
India’s major oil refiners, long buoyed by cheap Russian crude, are now grappling with tighter supply and falling margins as the Gulf war disrupts the Strait of Hormuz. The closure of this key shipping lane has choked the flow of...
IEVA Group Lists on Euronext
IEVA Group, Europe’s leading personalised beauty and wellness provider, debuted on Euronext Growth Paris on March 31, 2026. The IPO sold 571,436 new shares at €12.79 each, raising €7.3 million (about $8 million) and valuing the company at €126 million (roughly $137 million). IEVA’s AI‑powered ecosystem...
Broker’s Call: Meesho (Buy)
Axis Securities initiates coverage on Meesho with a Buy rating and a target price of ₹195 (~$2.35), above the current market price of ₹147 (~$1.77). The platform serves roughly 250 million annual transacting users and 900,000 sellers, and aims to capture...
U.S. Military Attacks on Iran Could End in 2–3 Weeks, Trump Says
President Donald Trump told the nation the U.S. could wrap up its Iran offensive within two to three weeks and urged oil‑dependent allies to assume responsibility for keeping the Strait of Hormuz open. He expressed frustration that partners were not...
Inflation Down Despite Oil Price Surge, Idul Fitri Demand Spike
Indonesia's annual consumer price index slowed to 3.48% in March, down from 4.76% in February, bringing inflation back into Bank Indonesia's 2.5% ± 1% target range. The decline reflects a base‑effect from last year's temporary electricity discount rather than sustained price easing....
Nigeria Sharpening Its Growth Strategy Through Policy Alignment and Power-Sector Reform
Nigeria’s leadership is aligning fiscal and monetary policy to stabilise the macroeconomy, a move that has already lowered inflation while sustaining growth. Special Adviser Sanyade Okoli stresses that coordinated policy is essential for attracting investment and creating jobs. The government...
How Automated Forex Bots Help Traders Manage Market Volatility
Automated forex bots are gaining traction as traders seek to tame the constant volatility of the global currency market. By monitoring price movements and executing predefined strategies in real time, bots deliver millisecond‑level trade execution that manual traders cannot match....
The Stock Market Rebound, Nike's Recovery Questions, 'Project Hail Mary' And More in Morning Squawk
U.S. stock futures jumped on Wednesday after President Trump hinted at a rapid U.S. military exit from Iran, lifting market sentiment following a volatile March. Nike reported fiscal Q3 earnings that beat top‑ and bottom‑line expectations, yet its shares slumped...
Analysts Press Bank CFOs on Revenue Resilience over Tech Investments
Analysts probing publicly‑traded banks in January asked CFOs about the durability of revenue growth, with 30% of questions focused on quality and resilience. Only 15% of the inquiries touched on artificial‑intelligence investments, while a quarter examined expense flexibility and operating...
S&P 500 Index Investors Burned In Nightmare-Scenario Market
The S&P 500 is down about 5% year‑to‑date, yet its top‑performing sectors—energy, materials and utilities—represent only roughly 8% of the index’s market‑cap weighting. In contrast, heavyweight sectors such as information technology (33.4% weight) and financials (12.4% weight) have posted double‑digit declines,...
Hong Kong Investment Chief Joins Global Board in First for Chinese Sovereign Funds
Clara Chan Ka‑chai, chief executive of Hong Kong Investment Corporation (HKIC), has been appointed to the board of FCLTGlobal, marking the first Chinese sovereign wealth fund representation on the nonprofit’s 19‑member board. FCLTGlobal, founded in 2016, unites leading long‑term investors...
8 of the Smartest Warren Buffett Quotes You Don’t Already Know
The article compiles eight lesser‑known Warren Buffett quotations that span investing, value, and retirement themes, highlighting insights that have been eclipsed by his more famous sayings. It references specific Berkshire Hathaway letters and meetings, such as the 1996 margin‑of‑safety analogy...
Qiushi Reaffirms China’s Trade-Rebalance Push, Calls Old Export-Led Growth ‘Unsustainable’
China’s leading Communist Party journal Qiushi reiterated the nation’s trade‑rebalancing agenda, warning that the traditional export‑driven growth model is no longer viable. The editorial cites rising global protectionism, geopolitical tensions, and a record‑high trade surplus as catalysts for a pivot...
Free Cash Flow: The Signal and Not the Noise
Investors are turning to free cash flow (FCF) as a clearer signal amid AI‑driven market hype that has inflated valuations and capital expenditures for the Magnificent Seven. VictoryShares highlighted its two ETFs—VFLO, which tracks large‑cap firms with strong FCF yields,...
The Iran War’s Impacts on Global Fertilizer Markets and Food Production
The Iran‑Israel‑U.S. conflict has throttled shipping through the Strait of Hormuz, a conduit for roughly 30% of global fertilizer trade and 20% of LNG. Prices for nitrogen‑based fertilizers and phosphate have spiked sharply as export hubs in Qatar and Iran...
Biden’s Farm-And-Food Tax: A Gift To Cronies, But A Blow To Farmers
The Biden administration imposed countervailing duties on phosphate fertilizer imports, effectively creating a hidden tax on U.S. farmers. Because the United States relies on overseas sources for roughly 80 % of its phosphate, the tariffs raise input costs and squeeze farm...
Why ‘Billions to Trillions’ Has Failed to Attract Investment in Infrastructure
New research estimates the median social rate of return to building a kilometre of two‑lane highway in emerging markets at 55%, with a mean of 97%, far outpacing the roughly 7% private‑capital return in the United States. Despite this eight‑to‑fourteen‑fold...
L&G Puts Prime Newcastle City Centre Office up for Sale
Legal & General has hired Savills to market The Spark, a premium office tower in Newcastle’s Helix quarter, with an asking price of £33.95 million (approximately $42 million). The 105,906 sq ft, 12‑storey building is fully let, anchored by Arden University, and offers an...
Tisza Needs Supermajority Victory in Hungarian Elections to Unlock EU Frozen Funds
Hungary’s opposition Tisza party must secure a two‑thirds parliamentary supermajority in the April 12 election to reverse laws that have frozen roughly €18 bn ($19.44 bn) of EU funding. While polls show Tisza leading, merely ousting Prime Minister Viktor Orban will not suffice;...
IT Sector Set for April Rebound on Better Earnings: VK Vijayakumar
India's equity markets have struggled, with the Nifty 50 and Sensex falling 5% and 7% in FY’26 amid volatile geopolitics and oil prices above $100 per barrel. Chief Investment Strategist VK Vijayakumar says a swift de‑escalation in the West Asian conflict...
Buy 3 AMG Mutual Funds for Risk-Adjusted Returns
Affiliated Managers Group (AMG) highlights three mutual funds—Yacktman (YACKX), River Road Focused Absolute Value (ARRFX) and River Road Large Cap Value Select (FQUAX)—as strong long‑term buys. All three hold Zacks Mutual Fund Rank #1 or #2, boast positive three‑ and...
Frank Rimerman Advisors LLC Buys 14,439 Shares of ServiceNow, Inc. $NOW
Frank Rimerman Advisors LLC dramatically increased its holding in ServiceNow, buying 14,439 shares in Q4 and boosting its stake by 412.5% to 17,939 shares valued at roughly $2.75 million. The move adds to a wave of institutional activity, with several other...
Dock Street Asset Management Inc. Boosts Stock Position in ServiceNow, Inc. $NOW
Dock Street Asset Management dramatically increased its stake in ServiceNow, buying 183,887 shares to bring its holding to 227,662 shares worth roughly $34.9 million, representing about 3.2% of its portfolio and making ServiceNow its 10th largest position. The stock opened at...
The Iran War Hurts China Less than Its Rivals but More than It Admits
The article argues that the war in Iran harms China’s economy, but not as severely as its regional rivals, while China publicly understates the impact. It notes that Chinese officials continue to portray Beijing as a stabilizing force despite disruptions...
AllianzIM Expands Buffered ETF Suite with Latest International Fund and Seven New Quarterly-Reset Strategies
Allianz Investment Management announced eight new buffered ETFs, including seven quarterly‑reset single‑ticker strategies covering the S&P 500, Nasdaq‑100, Russell 2000 and international EAFE indexes, plus an uncapped international equity fund with a 15% downside buffer. Each fund provides a defined downside protection...
7 Practical Tips for Planning Your Digital Legacy
Estate planners are urging individuals to treat digital assets—online accounts, cryptocurrency, subscriptions, and personal devices—as part of a comprehensive legacy strategy. Andy Hitchon of LEAP Legal outlines seven actionable steps, from inventorying every digital footprint to explicitly addressing crypto in...
Toray Is Raising Its Prices Following a Surge in Raw Material Costs
Toray Industries announced a temporary surcharge on select products to offset sharply higher crude oil, naphtha and other petrochemical raw material costs driven by escalating Middle East tensions. The price adjustment targets performance chemicals, carbon‑fibre composites, fibres and textiles, with...
$1,000 Today. $45,000 at Retirement. Your Employer's 401(k) Match Is the Easiest Money You're Not Taking
Employer 401(k) matching programs can instantly double early contributions, turning a modest $1,000 input today into roughly $45,000 by retirement. The article highlights that over 62 million American workers lack access to such matches, underscoring a missed opportunity for wealth building....
AfDB Says Africa’s Growth Risks Were Tilted to Downside Even Before Iran Conflict
The African Development Bank warns that Africa’s growth outlook was already fragile before the Iran‑Israel conflict and could slip further. Chief economist Kevin Urama estimates a 0.2‑percentage‑point slowdown if the war ends within three months, rising to a 1.5‑point decline...
Suze Orman Says the Stock Market Is ‘Absolutely Being Destroyed’ by Oil Crisis — What Investors Can Do Right Now
Suze Orman warned that the U.S.–Iran war‑driven oil crisis is "absolutely destroying" the stock market, with crude prices soaring over 50% to about $100 a barrel. The S&P 500 has slipped 8.7% from its peak, while the Dow and Nasdaq sit...
Power Plants, Politics and Profitability: PWM Tea Break
In PWM’s latest Tea Break, a senior executive discusses her investments in energy and water companies across Brazil and the Philippines, emphasizing confidence in developing economies. She notes that emerging markets are projected to generate the majority of global GDP...
Here's The New Magic Number You Need To Retire Comfortably
Northwestern Mutual’s 2026 Planning & Progress Study shows the "magic number" for a comfortable retirement has climbed to $1.46 million, $200,000 higher than last year. The rise reflects persistent inflation, longer life expectancies and uncertainty around Social Security. Generational analysis reveals...
Gold’s Haven Role Intact Despite Sharp Price Fall
Gold prices dropped about 12% after the Middle East conflict, but Standard Chartered’s global head of commodities research Suki Cooper says the metal’s safe‑haven status remains solid. The decline is attributed to short‑term liquidity pressure rather than a structural shift,...
Press Release: FIS Launches New Cleared Derivatives Solution for Prediction Markets
FIS announced its CD Prediction Clearing solution, delivering 24/7 real‑time post‑trade clearing for regulated prediction markets. The cloud‑native platform replaces batch processing with high‑volume, instant risk updates, handling millions of transactions daily. Built on the existing CD Books and Records...
Can a Country Get Too Rich?
Norway’s new Edvard Munch Museum in Oslo, a 13‑storey slab of recycled aluminium and glass, opened in 2021 after a ten‑year delay and a $350 million price tag that ballooned by $200 million. The project, financed by the nation’s deep sovereign wealth...
Energy Security versus Geopolitics: ASEAN States Face Tough Choices over Iran’s Strait of Hormuz Passage
As the Middle East conflict drags on, Iran is selectively allowing ships from energy‑import‑dependent Asian nations to transit the Strait of Hormuz, often under a toll‑booth system. Countries such as Malaysia, India, China and Thailand have secured toll‑free or paid...
Press Release: Contractor Confidence Rises Amid Strengthening Office Demand Across Asia Pacific
Cushman & Wakefield’s 2026 Asia Pacific Office Fit‑Out Cost Guide shows contractor confidence rebounding, with 70% of surveyed firms expecting better conditions in 2026. Office absorption surged to 92 million square feet in 2025, while backlogs averaged six months, indicating smoother...
Crude Oil Comes Under Renewed Pressure Amid US-Iran Deal Optimism; Upside Risks Remain
Oil prices slipped after President Trump reiterated his willingness to end the Iran conflict without tying it to the reopening of the Strait of Hormuz. Iranian officials responded with cautious optimism, saying they are ready to end hostilities but demand...
China Is Helping Build Africa’s Cities, but Its Approach Sidelines Local Urban Planners
Chinese banks have become the leading bilateral financiers of urban infrastructure in Africa’s fastest‑growing cities. Between 2000 and 2021 they committed roughly $37 billion to six major metros, with transport projects receiving over $17 billion and 74% of projects finished within two...
Morningstar DBRS Finalises Provisional Credit Ratings on NewDay Partnership Master Issuer Plc, Series 2026-1 and Discontinued Credit Ratings on the...
Morningstar DBRS issued provisional ratings for NewDay Partnership Master Issuer plc’s Series 2026‑1 notes, assigning AAA to Class A, AA to Class B and BBB to Class C. The notes are secured by a pool of co‑branded UK credit‑card receivables, recently bolstered by high‑performing...
Hong Kong’s MPFA Proposes Raising MPF Income Thresholds to HK$10,500 Min and HK$40,000 Max
Hong Kong’s Mandatory Provident Fund Schemes Authority (MPFA) has proposed raising the MPF income thresholds, moving the minimum from HK$7,100 to HK$10,500 (about $1,340) and the maximum from HK$30,000 to HK$40,000 (about $5,120) per month. The statutory 5% contribution rate...
Rising Fertilizer Prices Spark Talk of Increasing Domestic Production
Fertilizer prices have spiked as the Iran war choked off key imports, especially urea, prompting calls for expanded U.S. production. Experts say a world‑scale nitrogen plant would cost $3‑5 billion, and the USDA is weighing a grant program to finance such...
Strait of Hormuz Disruptions Hit Tree Nut Industry
Shipping through the Strait of Hormuz has collapsed by about 90% since the Iran‑U.S./Israel conflict began, halting the flow of U.S. tree‑nut shipments to the Middle East. The region accounts for roughly $1.75 billion, or 20 % of U.S. agricultural exports there,...
I Am 55 With a $1.5 Million 401(k). Should I Take a 401(k) Loan to Pay for a Home Improvement...
A 55‑year‑old with a $1.5 million 401(k) and $150,000 salary is weighing a 401(k) loan to fund a major home‑improvement project. The loan would cost roughly 7.75 % interest—significantly lower than typical credit‑card rates—but must be repaid within five years and could...
CGDG: Dividend Growth ETF That Offers Global Protection
The Capital Group Dividend Growers ETF (CGDG) has delivered a 15% price gain and a 16.4% total return over the past twelve months, outpacing the S&P 500 during the recent market pullback. The fund holds $4.46 billion in assets and emphasizes dividend‑paying...
Indonesia Bets on Nickel Levy to Break Its China Habit
Indonesia is preparing a progressive export levy on processed nickel products such as nickel pig iron and ferronickel. The tax starts at about 2% when LME prices sit between $15,000‑$16,000 per ton and can rise to roughly 10% as prices...
Matatu Owners Push for Fuel Subsidies
Kenyan Matatu Owners Association urged the government to reinstate fuel subsidies if global price shocks raise local fuel costs. The association warned that higher fuel prices would be passed to commuters, straining household budgets and sector profitability. MOA President Albert...
Home Loans Hit a Record High in Portugal: Experts Say the Time to Act Is 'Now'
Portugal’s housing loan portfolio surged to a record €112.4 bn (about $122.5 bn), up 10.4% year‑over‑year, as Euribor rates climbed above 2.5% following Middle‑East tensions. Borrowers with contracts reviewed in April face monthly payment hikes of roughly $16 for six‑month Euribor loans...