Stock Research

Wall Street’s latest bullish turn is becoming more selective. As US stocks push back toward record territory after absorbing a bruising spell of geopolitical anxiety, Morgan Stanley is steering investors away from blanket optimism. The bank is highlighting names where it sees a clearer mismatch between market sentiment and underlying business strength. That is the… Continue reading Morgan Stanley flags 2 stocks with most upside potential in 2026

US stock index futures were little changed on Wednesday as investors weighed hopes of renewed diplomacy between Washington and Tehran against escalating US measures targeting Iran’s maritime trade. The steadier tone in futures suggested Wall Street was willing to look through the latest geopolitical shock for now. The mood was cautious rather than outright bullish.… Continue reading Dow futures muted as Iran tensions loom: 5 things to know

India’s foreign exchange restrictions have made it costlier and more complex for overseas investors to hedge against rupee volatility, which has reduced the attractiveness of Indian bonds. At the same time, a war-driven hit to earnings prospects is adding fresh pressure on equities. Steps taken by the Reserve Bank of India to stabilise the rupee,… Continue reading Foreign investors pull back as FX curbs hit Indian bonds, equities

BlackRock is urging investors to look beyond headline returns and pay closer attention to how hedge fund gains are being generated, according to a report released late last week. The core message is simple: in a market being reshaped by artificial intelligence, geopolitics and fast-moving capital flows, diversification across multiple hedge fund strategies matters more… Continue reading Is your hedge fund portfolio less diversified than you think?

Indian ethnic wear retailer Libas is aiming to go public by early next financial year, but the timing of its market debut may slip if equity markets remain volatile. The company is also stepping up store expansion, weighing a potential private equity round and assessing how geopolitical tensions, including the US-Iran conflict, could affect sentiment… Continue reading India’s Libas eyes IPO by early next year but flags market volatility risk

KKR is making an $820 million bet on Samsung SDS at a moment when markets are still debating how much of the AI boom will translate into durable profits. However, the deal, announced on Wednesday, appears far more measured than it might seem at first, with KKR opting to invest through newly issued convertible bonds… Continue reading Why KKR is pouring $820M into Samsung Group stocks despite risks?

South Korean AI chipmaker DEEPX said it will strengthen its partnership with Hyundai Motor Group to develop a computing platform for generative AI robots and vehicles, as the company pushes deeper into low-power, on-device artificial intelligence. The move builds on an existing relationship between the two companies and underscores a broader industry shift towards running… Continue reading How DEEPX chips could change Hyundai’s push into AI robotics

Asian stocks rose on Wednesday after President Donald Trump said Washington could hold fresh talks with Iran in Pakistan within the next two days, reviving hopes that diplomacy may yet contain the latest confrontation. The shift in tone helped ease pressure across energy markets, with oil extending overnight losses and investors returning to risk assets… Continue reading Nikkei 225 jumps near record as Asian Markets rally on Iran talk hopes