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Muted AI exposure and war spell trouble for Indian equities
Foreign investment in Indian stocks dropped to a near 10-year low
Mega-IPOs may be rewriting the rulebook for indices and retail investors
SpaceX’s IPO is allocating an unprecedented 30% of shares to retail investors
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…
What April’s PMIs are telling us: Growth in the Eurozone is stagnating and the energy shock is clouding the outlook further
The manufacturing and services sectors took the biggest hit in recent readings
What SpaceX’s IPO means for the Gulf
SpaceX filed its prospectus last night
Adani’s regulatory unlock lands four days after Modi’s UAE visit
Three US agencies dropped, settled, or closed their cases against Gautam Adani over the past week, at the reported cost…
How the Halo trade is positioning to buy what AI can’t replace
The 2026 equity rotation isn’t into AI — it’s away from everything AI can disrupt
PIF and Berkshire are now telling the same story about US equities
Berkshire’s first 13F under Greg Abel exited 16 positions and left USD 397 bn in liquid assets; PIF's filing shows…
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