Arbitrage fund net asset values saw a significant daily surge after the NSE introduced a closing auction session. Fund managers noted these movements were valuation effects and likely temporary. The new system introduces execution and hedging challenges for arbitrage strategies. Investors are advised against short-term trading and encouraged to extend holding periods. The market is expected to stabilize as participants adjust to the new mechanism.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while