Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats, strong corporate cultures and improving returns on invested capital, while patience and an information edge can help investors identify and hold potential long-term wealth creators.
Reliance JIO IPO: 7 risk factors investors should know as firm gets Sebi nod for Rs 37,000-crore offer
Reliance Jio’s proposed Rs 37,700-crore IPO has received Sebi approval, bringing the much-awaited listing closer. While the offering could value Jio Platforms at nearly Rs 9.5 lakh crore, its DRHP flags several risks, including spectrum challenges, intense competition, high capital expenditure, vendor dependence, infrastructure concentration and cybersecurity threats.
Silver rebounds from correction: Can the recovery gain momentum?
Silver has rebounded sharply from its recent correction, supported by gold’s rally, a weaker US dollar and expectations of stronger industrial demand. While tight supply and growing use in solar, electronics and electric vehicles offer long-term support, shifting monetary policy, global growth concerns and elevated volatility could limit near-term gains.
Bitcoin falls below $78,000 as crypto market faces correction after Warsh’s Jackson Hole comments
Bitcoin and Ethereum extended their declines as crypto markets remained under pressure following Kevin Warsh’s hawkish comments on inflation and US monetary policy. Analysts said elevated leverage and liquidations added to selling pressure, while crypto ETF inflows and gains in US technology stocks offered some support to the broader market.
Vedanta, Wipro among 10 stocks that saw biggest jump in retail holders in Q1. See full list
Vedanta, Wipro and Bajaj Auto were among the stocks that saw the biggest additions to their retail shareholder base in Q1FY27, with several large companies witnessing strong retail participation.
We imported the auction, but we left out the brakes
India’s Closing Auction Session (CAS) was introduced to improve price discovery, but recent sharp swings have exposed gaps in its safeguards. Jimeet Modi argues that allowing order cancellations until the auction ends can leave markets vulnerable to manipulation, calling for stronger controls, deeper liquidity and better protection around index-level settlement prices.
US Fed rate hike bets soar to 57% from 30% after Warsh’s speech. What are Goldman Sachs and others saying?
US rate-hike expectations jumped sharply after Fed Chair Kevin Warsh’s Jackson Hole speech, with traders pricing a 57% chance of a September hike. Goldman Sachs, however, expects rates to remain unchanged, while warning that hotter-than-expected inflation data could alter the outlook. Here’s what markets and economists are saying.
Reliance JIO IPO: 7 risk factors investors should know as firm gets Sebi nod for Rs 37,000-crore offer
Reliance Jio’s proposed Rs 37,700-crore IPO has received Sebi approval, bringing the much-awaited listing closer. While the offering could value Jio Platforms at nearly Rs 9.5 lakh crore, its DRHP flags several risks, including spectrum challenges, intense competition, high capital expenditure, vendor dependence, infrastructure concentration and cybersecurity threats.
These 12 equity mutual funds turned a Rs 10,000 SIP into over Rs 11 crore
An ETMutualFunds analysis found 12 equity mutual funds that turned a Rs 10,000 monthly SIP into more than Rs 11 crore since inception, led by Nippon India Growth Mid Cap Fund.
India’s housing market sees structural shift towards premium, luxury homes: CareEdge Ratings
India’s housing market is seeing a structural shift towards premium and luxury homes, with affordable housing losing share in new launches. CareEdge Ratings said stronger demand from affluent buyers and rising development costs are driving the shift, even as housing sales moderate in some major cities amid affordability pressures and cautious sentiment.