India’s mutual fund industry is making a decisive shift — and the message is clear: clarity on interest rates is still missing, so investors are parking capital where risk is lowest. 🔹 1. Ultra-short debt becomes the safe harbour Despite inflation hitting record lows, markets are not pricing in an RBI rate cut ahead of...
Toyota Opens $13.9B U.S. Battery Plant, Confirms Up to $10B Expansion Plan
Toyota Motor Corp. has officially begun production at its $13.9 billion battery plant in North Carolina, marking a major milestone in its U.S. electrification strategy. The Japanese automaker also confirmed plans to invest up to $10 billion over the next five years to expand its American manufacturing footprint — part of a broader effort to...
LKQ Moves to Sell Keystone Division as Investor Pressure Mounts
LKQ is taking a major strategic step: the auto-parts giant has hired Bank of America to sell Keystone Automotive Industries, its specialty parts business, sources told Reuters. 💰 Deal Size & Valuation 🔍 Why the Sale Now? Investor pressure is building. Many want LKQ to shed non-core assets and unlock shareholder value, especially as: 🏭...
How the Yen Tripped Up Global Investors — Again
Global investors entered 2025 with a record-long yen position, expecting two major macro themes to finally align: Instead, the opposite happened — turning what looked like a consensus “sure win” into one of the costliest FX missteps of the year. 🔹 What Went Wrong? 1. The U.S. Economy Refused to Slow Down Despite tariffs and...
UK Pension Funds Push Back: “Savers’ Interests Come First”
A major proposal from the London Stock Exchange Group (LSEG) and over 100 top UK business leaders has hit strong resistance from pension funds — highlighting a critical debate about growth, risk, and the future of UK investing. 🔍 What Was Proposed? Business leaders urged the government to mandate that UK defined-contribution pension “default funds”...
Anthropic to Invest $50 Billion in U.S. Data Centers to Power Next-Gen AI Growth
Anthropic, the San Francisco-based AI startup behind the Claude large language models, announced plans to invest $50 billion in building new data centers across the United States — one of the largest AI infrastructure commitments ever made by a private company. The investment, made in partnership with infrastructure provider Fluidstack, will see facilities built in...
