Global markets navigated a complex first half of 2025, marked by shifting trends and uncertainties. Returns were broadly ...

We are long innovation through U.S. technology and AI. We are hedging fiat debasement and a declining U.S. dollar through gold and bitcoin.

The climate transition is scheduled to require significant capital expenditure, with private equity being an important ...

The report, authored by Indrani De and Zhaoyi Yang, identifies six key investment themes, including increased volatility, the ...

REITs are positioned for accelerating earnings growth in 2026-2027, with management teams expressing increased optimism ...

While it is tempting to conclude that this backdrop implies ‘more of the same’ for US equities, we expect today’s backdrop to ...

Its portfolio grew by US$13 billion or 35% in 2025 on a mix of capital appreciation and fresh investments. Read more at ...

Wide valuation gaps between the popular and unpopular offer extremely good prospects for those prepared to avoid the crowds.

The Motilal Oswal Flexi Cap Fund targets a mix of quality and growth stocks, employing a proprietary QGLP framework. The fund ...

The momentum fund is an open-ended equity scheme following a momentum theme and is benchmarked against the Nifty 500 TRI.

Biotech stumbled in FY25, but we didn’t. HB Biotechnology kept its footing and delivered 23% outperformance in a tough market ...

The era of putting all investment eggs in the technology basket appears to be giving way to a more nuanced, diversified approach to capturing long-term growth.