IBM shares in the spotlight after sharp moves. Does volatility create opportunities?

The volatility of IBM stock shows how quickly market narratives can change when disruptive forces like artificial intelligence collide with established business models. Investors have been actively reviewing the stock amid concerns that AI-driven tools could accelerate the modernization of existing systems, potentially reshaping long-term earnings visibility. Reporting in financial media, including Investing.com, MarketWatch and […]

Global market: Budget expansion sets the tone for bond market tension

The global economy is entering an unusual and potentially difficult phase for bond investors, as public finances in major developed economies deteriorate rapidly – ​​even in the absence of a financial crisis or pandemic. Unlike the extraordinary fiscal expansions we saw during the global financial crisis or Covid-19, the current surge in lending is taking […]

Select your own shares? Kotak Equities signals more pain in the top 20 retail stocks

Over the past year, the underperformance of the Indian stock market has meant that retail investors have borne the brunt of actual returns, even as total returns have remained stable. An analysis of direct and indirect investments of retail investors by Kotak Equities found that most retail portfolios have delivered weak or barely positive returns […]