2025-05-24Ravi Mehta
This article covers a potential policy shift in India that could allow foreign firms, including U.S. companies, to bid for large-scale government infrastructure contracts. The report explores its possible impact on domestic infrastructure giants such as L&T, Adani, and JSW Infrastructure, as well as the future of small businesses under existing procurement rules
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2025-05-24Ravi Mehta
A deep dive into the U.S. housing affordability crisis as home prices reach historic highs in 2025. This article examines inflation-adjusted trends, long-term comparisons, and the growing challenges facing renters and buyers alike.
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2025-05-23Ravi Mehta
This article explores the recent surge in NRI deposits in India, which have reached an 11-year high, and identifies the banks that are likely to benefit the most. It provides insights into the reasons behind the growth, including interest rate trends and strategic banking shifts.
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2025-05-23Ravi Mehta
This news blog analyzes the potential impact of recent U.S. policy changes under President Donald Trump on Waaree Energies, India's largest solar PV module manufacturer. It explores how proposed cuts to green energy subsidies in the U.S. may actually benefit Indian solar companies by increasing export opportunities and supporting local U.S. manufacturing through retained incentives.
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2025-05-21Ravi Mehta
Elon Musk, known for his bold political statements and massive donations, is stepping away from political spending to concentrate on his business ventures like Tesla and SpaceX. After contributing over $250 million to Donald Trump’s campaign, Musk now signals a strategic retreat from politics, sparking major conversations about his future influence.
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2025-05-21Ravi Mehta
BSE is enhancing its scrutiny of SME IPOs by implementing Artificial Intelligence to detect irregularities and streamline the approval process. This article explores how AI is transforming IPO evaluation, improving transparency, and restoring investor confidence in the SME segment.
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2025-05-21Ravi Mehta
Institutional investors have slashed their US equity allocations to the lowest levels since 2023, with a historic drop in sentiment over the past five months. This article explores the sharp underweight positioning, comparisons to past downturns, and the growing shift toward Eurozone equities.
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2025-05-21Ravi Mehta
A sharp sell-off by FIIs, worth over ₹10,000 crore, surprised Indian markets yesterday. While there was no major domestic trigger, rising Japanese bond yields appear to be the key driver. As the Bank of Japan reduces its bond holdings through Quantitative Tightening, yields have surged, impacting the popular carry trade.
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2025-05-20Ravi Mehta
Aditya Birla Fashion and Retail Ltd. (ABFRL) is set to demerge its Lifestyle Brands segment, including popular labels like Peter England and US Polo Assn., into a separate listed entity. The move, part of a broader value unlocking strategy by the Aditya Birla Group, will take effect on May 22 with a 1:1 shareholding ratio.
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2025-05-20Ravi Mehta
India has introduced new regulations for gold imports from the UAE under the CEPA agreement. Only nominated agencies and qualified jewelers with TRQ licenses can now import gold, closing previous loopholes like mislabeling gold as platinum.
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2025-05-17Ravi Mehta
US corporate bankruptcies have surged in 2025, reaching 246 filings by April—the highest year-to-date total in 15 years. Key sectors impacted include industrials, consumer discretionary, and healthcare. This sharp rise reflects growing pressure from tariffs, inflation, and economic volatility.
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2025-05-15Ravi Mehta
"Leveraged ETFs have rebounded by $30 billion in just one month, marking a 40% surge to $105B after a sharp $50B drop earlier in 2025. A rapid recovery not seen since the 2022 bear market highlights soaring risk appetite and explosive growth in assets like $TQQQ."
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