Generative AI is a marvel. Is it also built on theft?

Generative AI is a marvel. Is it also built on theft?

Generative artificial intelligence (AI) has caused a creative explosion of new writing, music, images and video. The internet is alive with AI-made content, while markets fizz with AI-inspired investment. OpenAI, which makes perhaps the most advanced generative-AI models, is valued at nearly $90bn; Microsoft, its partner, has become the world’s most valuable company, with a … Read more

Why Samir Arora of Helios Capital is betting on travel and PSU stocks

Why Samir Arora of Helios Capital is betting on travel and PSU stocks

A bulk of Arora’s own equity investments have been made through Helios’ funds. On the consumption side, he has turned cautious on traditional consumption themes such as consumer durables and consumer staple. Instead, he has now built up positions on a consumption sub-theme – travel. “Indian consumers want to spend more on experiences. We have … Read more

Indian stocks may be unfazed by Iran reprisal attacks unless Israel responds

Indian stocks may be unfazed by Iran reprisal attacks unless Israel responds

Their comments came after the Tel Aviv Stock Exchange’s (TASE) benchmark TA-35 index closed up 0.27% at 1938.18 on Sunday despite Iran’s overnight drone and missile attacks. The TASE runs from Sunday through Thursday. On Sundays, it opens at 9:59 am and closes at 3:39 pm, and operates between 9:59 am and 5:14 pm Israel … Read more

Investing and the role of liquidity, risk and return

Investing and the role of liquidity, risk and return

Should we invest now? Or should we wait for the market correction? Can we make target returns in such a high market? Should we buy more to lower the average price? Can we invest in such a volatile market and earn reasonable returns? These, and other related questions, often delay the investment decisions of people. … Read more

What gold’s new playbook is telling equity investors

What gold’s new playbook is telling equity investors

At the end of the Mahabharata war, Yudhishthira, the leader of the Pandavas, is overwhelmed with guilt and grief over the massacre of his relatives. Looking to boost his flagging spirits, Lord Krishna and sage Vyasa advise him to perform the Ashvamedha Yagna—an extravagant and elaborate ceremony meant to demonstrate the suzerainty of Vedic kings. … Read more

Let a hundred flowers bloom: Nikhil Kamath’s approach to life and investing explained

Let a hundred flowers bloom: Nikhil Kamath’s approach to life and investing explained

In a world of neat labels and professions, it is difficult to assign one to Nikhil Kamath. He is the co-founder of India’s largest brokerage, Zerodha. But he is also a hedge fund founder (True Beacon), a prop tech and private equity investor (Gruhas) and a podcaster and influencer (WTF). “I enjoy doing your job … Read more

Market valuation of top firms surges ₹59,404 crore during holiday-shortened week; Airtel and ICICI Bank gain big

Market valuation of top firms surges ₹59,404 crore during holiday-shortened week; Airtel and ICICI Bank gain big

The combined market valuation of seven out of the ten most valued companies surged by ₹59,404.85 crore during the holiday-shortened last week, with Bharti Airtel and ICICI Bank emerging as the biggest gainers, PTI reported. In the ranking of top-10 firms, Reliance Industries (RIL) maintained its position as the most valued company, followed by Tata … Read more

Unsure about taking a secured personal loan? Here are the pros and cons

Unsure about taking a secured personal loan? Here are the pros and cons

Personal loans can be backed by collateral, allowing you to borrow money from a lender by using an asset you own as security for the loan. The collateral serves as a guarantee for the lender. If you are unable to repay the loan, the lender has the right to take possession of the collateral to … Read more

Week Ahead: Q4 Results, macro data, Israel-Iran conflict, global cues among key market triggers this week

Week Ahead: Q4 Results, macro data, Israel-Iran conflict, global cues among key market triggers this week

Despite touching fresh lifetime high levels, domestic equity benchmarks settled flat last week as investors’ hope for a June rate cut were dashed by higher-than-expected inflation in the US, compounded by positive US employment and manufacturing data. Escalating geopolitical tensions in the Middle East, alongside supply concerns, have propelled crude oil prices upward, impacting the … Read more