Korea’s record-low stock valuations seen as opportunity amid AI earnings boom
Korea’s record-low stock valuations seen as opportunity amid AI earnings boom
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‘Investors shouldn’t sell Segro for short-term gain’
Segro’s roots go back over 100 years. In 1920, Noel Mobbs led a consortium to buy 1.8 million square feet of workshops and 17,000 vehicles on a 600-acre site west of London. It had been a depot for the disposal of vehicles no longer needed by the army, but after disposing of the stock –…
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More mutual funds don’t always mean better diversification: How to avoid the portfolio overlap trap
A well-diversified portfolio is built by combining different asset classes, investment styles, and market segments, and not by investing in multiple mutual funds. According to Aditya Agarwal, Co-Founder, Wealthy.in, investors should focus on the role each fund plays in the portfolio rather than the total number of schemes they own. More funds can create a…
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Subprime Auto Loans Just Hit Their Worst Delinquency Rate in 32 Years. Here’s What It Means for Lenders.
Making a loan is a big decision for a lender. The lender must assess the likelihood of repayment in a timely fashion. The higher the loan’s risk, however, the higher the interest rate the lender can charge. So there are trade-offs that have to be made. The auto loan space has a history of companies…
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Iran, oil and a hawkish Fed: rates will rise, veteran warns
In February 2026, the 30-year fixed rate had dipped as low as 6.09%, before rising back above 6.25% in March and climbing further to the 6.5% range by June as inflation and geopolitical pressures built. The collapse of a fragile US-Iran ceasefire pushed rates back toward that level again in July: the 30-year fixed-rate mortgage…
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Pfizer Scares Tests Office-to-Resi Thesis
For an industry betting that obsolete office towers can help solve the housing shortage, this week’s scare at the former Pfizer headquarters could be a snag. Work stopped at the Midtown Manhattan tower on Tuesday after two steel columns failed during construction, prompting evacuations of the site and neighboring properties. The project, led by Nathan…
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Experts explain why retail investors remain big on SIPs despite volatile market — How investing has changed
Data from the Association of Mutual Funds of India (AMFI) showed that domestic investors are not much spooked by market volatility. When the Nifty slipped 6.4% month-on-month in March, SIP contributions grew 7.5% to ₹32,087 crore, even though foreign portfolio investors (FPIs) sold record ₹1.18 lakh crore. Overall, AMFI data highlighted the significant participation of…
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The Happiest Countries In The World
What does it mean to be a happy country? The World Happiness Report points the way to life satisfaction for citizens. Finland has taken the top spot in the UN World Happiness Report for the seventh straight year, and not because there is something in the icy waters of this nation of just 5.6 million…
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What’s Next on Washington’s Housing Agenda After Landmark Bill
Lawmakers hope the bipartisan momentum brought by a new landmark housing package will bolster the odds of Congress passing more laws aimed at improving housing affordability. After a roller-coaster ride that included six months of congressional negotiation and brinksmanship by President Donald Trump, the bipartisan, bicameral 21st Century Road to Housing Act is now law….
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Trump says he won’t sign the housing bill
Key insight: Trump promises to not sign the bill, but has not said whether he plans to veto it or not. Forward look: The bill becomes law at midnight without Trump’s signature or veto. What’s at stake: A number of community bank-favored riders are in the bill, including two brokered deposit bills. WASHINGTON — President…
