Fourth quarter results could lead to a selective recovery in the market: Daljeet Kohli

Amid increased volatility and sharp stock-specific reactions to gains, Daljeet Kohli advocates a disciplined bottom-up investment strategy, arguing that broad sectoral or thematic investments may not work in the current environment.Speaking to ETNow, Kohli noted that market diversification has increased significantly, with companies being rewarded or punished purely on quarterly performance. Stocks that disappointed in […]

US market | Seth Klarman’s top tips for navigating volatile markets

In an environment characterized by high valuations in parts of the market, uncertainty about global growth and periodic volatility driven by interest rate expectations and geopolitical risks, the approach championed by investment legend Seth Klarman is regaining relevance.His philosophy emphasizes capital preservation, patience and buying assets only if they offer a meaningful margin of safety; […]

Breakthrough below 20-DMA shifts risk-reward unfavorably for Nifty: Rupak De

A decisive break below the 20-day moving average has weakened the Nifty’s technical structure in the near term, shifting the risk-reward ratio downwards, says Rupak De of LKP Securities. With volatility rising and key Fibonacci support levels breached, he sees potential for further corrective moves towards 25,000 unless the index regains resistance levels quickly.Edited excerpts […]

Big Tech’s $600 billion AI spending plans heighten investor concerns

The planned spending of $600 billion on artificial intelligence by major tech companies by 2026 is increasing unease among investors as they assess the implications for profitability and a potential existential threat to software companies. Shares of Amazon, which had announced a $200 billion capital investment, fell 7% on Friday, while Alphabet lost 3% after […]

Tech’s AI dreams scare investors

(Investorideas.com Newswire), a platform for big investment ideas including AI and technology stocks, publishes market commentary from deVere Group. Big Tech’s $660 billion increase in spending is raising concerns about the AI ​​bubble among investors — but those are short-sighted concerns, says the CEO of one of the world’s largest independent financial advisory organizations. The […]

Adani Green Energy: Quant MF and other funds buy stake in Rs 2,778 crore block deal

Adani Green Energy on Wednesday witnessed a block deal worth Rs 2,778 crore, which was executed at Rs 970 per share. TotalEnergies Renewables sold around 2.86 crore shares, and the entire block was absorbed by a diverse group of institutional investors, mutual funds, family offices and high net worth buyers.The top buyers included Quant Mutual […]