Andrew Freris warns of political interference in U.S. institutions and questions the commodity rally, advising investors against complacency in American equities. He highlights underperformance in U.S. markets and suggests defense sector opportunities outside the United States as a profitable investment strategy.
LIC shares slip after Sebi’s crackdown on Rajesh Exports. What’s the connection?
Regulator Sebi has issued an interim order against Rajesh Exports and its promoter, Rajesh Mehta. The company faces allegations of significant financial irregularities and non-cooperation.