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Is an uptick in BDC bond sales offering reprieve for private credit?
BDCs issued nearly USD 8.4 bn since the start of April
The biggest winners from AI may not be tech companies but the picks-and-shovels suppliers behind them
More than 200 industrial, utility, and mining companies are outperforming global equities
Bitcoin is failing as both a safe haven and a tech trade
BTC has fallen more than 50% from its peak despite geopolitical turmoil, as AI stocks and the looming SpaceX IPO…
Global HNWI wealth growth bypasses Middle East
HNWI wealth was up 8.7% globally, but down 1.5% in the Middle East
Muted AI exposure and war spell trouble for Indian equities
Foreign investment in Indian stocks dropped to a near 10-year low
Second AI wave is making b’naires of some unlikely candidates
While the so-called first wave of AI startups was mainly focused on products and sectors directly linked to the AI…
India plans USD 1 bn LIC stake sale in major test of market appetite
The LIC sale would be the government’s first major sell-off of the insurer since its listing in 2022
The Powell playbook ended Friday. The next one hasn’t been written
Kevin Warsh was sworn in as Fed Chair on Friday, pledging to lead a “reform-oriented” Federal Reserve and “escape static…
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