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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2025-05-11Ravi Mehta
Congress leader Sachin Pilot criticizes the U.S.-announced India-Pakistan ceasefire, questions foreign intervention in Kashmir, and calls for a special Parliament session to reaffirm India’s sovereignty and the 1994 resolution on PoK.
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2025-05-11Ravi Mehta
A detailed comparison of Zen Technologies Ltd and Paras Defence and Space Technologies Ltd—two rising defence innovators in India
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2025-05-11Ravi Mehta
Top Indian military leaders meet PM Modi after India-Pakistan ceasefire takes effect. High alert continues amid drone sightings and upcoming DGMOs talks on May 12
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2025-05-10Ravi Mehta
India condemns Pakistan's continued drone attacks despite a ceasefire agreement, calling the violations a serious breach of the understanding reached earlier. Foreign Secretary Vikram Misri emphasizes India’s firm stance and preparedness to respond to any further escalations, urging Pakistan to act responsibly and address the situation with seriousness.
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2025-05-10Ravi Mehta
A detailed analysis of the recently announced ceasefire between India and Pakistan, highlighting the diplomatic efforts led by the United States, India's strategic response to terrorism, and the broader geopolitical implications. Includes key statements from President Trump, Vice President JD Vance, and Secretary Marco Rubio, as well as expert insights on India's emerging global stature.
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2025-05-10Ravi Mehta
In a significant counter-terror operation on 7th May, Indian forces successfully neutralized several high-profile Pakistani terrorists affiliated with Lashkar-e-Taiba and Jaish-e-Mohammed.
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