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Tom Gayner highlights how ego undermines investment success in volatile, AI-driven markets. His four-point framework—understanding businesses, evaluating management, valuing correctly, and staying humble—helps investors avoid overconfidence, focus on discipline, and make rational long-term decisions.
Jane Street Group surged to the top of Wall Street with record trading revenue and $9.38 billion in compensation. Its unconventional structure, AI investments, and capital strength fueled growth, far outpacing rivals like Goldman Sachs and Citadel Securities.
Emerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic fundamentals strengthening, including policy support and rising retail participation, India is positioned for a potential rebound. Structural drivers suggest the underperformance could set the stage for stronger market performance in 2026.
A serious lawsuit against a JPMorgan executive has left netizens divided. It alleges workplace harassment, sexual misconduct, threats, derogatory racial remarks, and abuse. Here’s what happened.
India’s primary market will see Rs 3,491 crore in offerings led by Bagmane Prime Office REIT. The issue dominates investor focus, while two smaller SME IPOs test broader market sentiment amid rising interest in yield based investment options.
AlphaGrep is entering India’s mutual fund space to bring institutional grade quantitative investing to retail investors. It plans AI driven, multi asset strategies, focusing on systematic processes over distribution, aiming to reduce bias, improve consistency and build trust in model based investing.
The proposed Securities Markets Code, 2025 aims to streamline regulation but needs stronger innovation. Suggestions include enabling listing without offerings, trading in unlisted firms, refining e voting, reducing regulatory overlap and establishing a single authority to improve efficiency, transparency and market growth.
The dollar logged its sharpest weekly drop against the yen since February amid suspected Japanese intervention. Authorities signalled discomfort with currency volatility, keeping markets cautious. However, sustained yen strength remains uncertain due to policy divergence with the Federal Reserve, while traders watch for further intervention during Japan’s Golden Week holiday period.
Gold edged higher after recovering from sharp early losses, supported by hopes of easing Iran tensions and a softer dollar. However, the metal remained on track for a weekly decline amid a hawkish Federal Reserve stance. Inflation risks and elevated yields continued to cap gains, while silver outperformed on strong demand outlook.
Indian equities staged a strong rebound in April after months of decline. Benchmark and broader indices posted their best gains in years, led by midcaps and smallcaps, while sectoral indices like defence and realty outperformed. Banks and IT saw moderate recovery.
Oil prices dipped amid reports of renewed Iran-US negotiation efforts, but remained on track for strong weekly gains due to persistent supply disruptions. Ongoing tensions around the Strait of Hormuz and geopolitical uncertainty kept markets volatile, with traders reacting sharply to headlines despite a fragile ceasefire and continued export restrictions.
London’s FTSE 100 edged lower as losses in energy majors and AstraZeneca weighed on the index amid thin holiday trading. Weak crude prices dragged Shell and BP, while NatWest slipped despite profit growth. Gains in Unilever, Rolls-Royce and Pearson offered some support, but overall sentiment remained subdued after mixed earnings.
In the previous fiscal year, bank lending to Non-Banking Finance Companies (NBFCs) witnessed an impressive 26 percent increase, fueled by the Reserve Bank of India's easing of risk weights. This favorable shift, along with more lenient regulations and attractively lower lending rates, has propelled a surge in NBFC financing.
Global markets steadied as investors tracked sharp yen movements following suspected Japanese intervention. The dollar briefly slid before stabilising, while equities remained supported by strong tech earnings. Central banks held rates, but hawkish signals from the Fed and ECB kept markets cautious. Rising oil prices and geopolitical tensions added to inflation concerns.
In a bold call to action, Reserve Bank of India Governor Sanjay Malhotra challenged Indian banks to step up as global market-makers for the rupee. This move aims to reclaim the offshore rupee trading space. He pointed out the current deficiencies in rupee derivatives and emphasized the recent tightening of foreign exchange market regulations to minimize currency fluctuations.
In a strategic pivot, the Reserve Bank of India has cut down its deposits with other central banks and is now channeling more resources into US Treasury bills. This decision underscores a growing preference for assets that hold global liquidity, prompted by rising geopolitical tensions. Notably, India's foreign exchange reserves have also been strengthened through this transition.
In a groundbreaking shift, retail investors are now harnessing artificial intelligence to facilitate their trading endeavors. Many see this as a revolutionary step in the investment landscape, with enthusiastic supporters touting the potential for significantly enhanced returns. Emerging platforms enable users to seamlessly integrate AI-driven models into their trading strategies through straightforward commands.
The US military blockade in the Gulf of Oman has denied Iran close to $5 billion in oil income since April 13, with 31 tankers and 53 million barrels of crude stranded, Pentagon officials say.
