India’s equity markets are underperforming amid limited exposure to AI, prompting fund managers to target volatile high-growth sectors such as renewables, electronics, digital platforms, and financial services to chase market-beating returns.
UBS Examines Impact of $500M Exposure to Bankrupt First Brands
UBS is assessing the effect of First Brands’ bankruptcy on its investment funds, with exposure totaling over $500 million. The U.S. auto parts supplier filed for bankruptcy following financial irregularities, triggering concerns across private credit and corporate debt markets. While the economic impact is manageable for UBS, analysts note the reputational and regulatory implications amid...
Dutch Crypto Firm Amdax Raises €30 Million for Bitcoin Treasury Launch
Dutch cryptocurrency company Amdax has successfully raised €30 million ($35 million) to launch its Bitcoin treasury program under the new entity AMBTS, which will be listed on the Dutch exchange. CEO and co-founder Lucas Wensing stated: “The closing of this round is an important milestone. We now move forward with our bitcoin strategy, aiming to...
Systematic Hedge Funds Face Early October Losses Amid Crowded Trades
Systematic or quantitative hedge funds have experienced losses every day since October began, according to a Goldman Sachs client note. As of Monday, these funds were down around 1.8% for the month, marking one of the worst four-day trading returns in almost two years. The losses are attributed to crowded trades and a technical deleveraging...
WeWork India IPO Fully Subscribed at $338 Million Amid Strong Institutional Demand
WeWork India Management (WEWO.NS) successfully closed its $338 million IPO on the final day of bidding, driven primarily by institutional investors, while retail participation remained cautious due to its premium valuation. The subscription highlights strong confidence from institutional investors in the domestic co-working space, despite cautious retail sentiment over high valuations and tight margins.
Gold Miner Funds Shine Amid Record Gold Prices
Mutual funds investing in gold mining companies are stealing the spotlight in 2025, outperforming even AI and tech funds. Investors are betting that record gold prices will drive strong margins, cashflows, and shareholder returns. Key Highlights: “At 30% free cash flow margins, gold companies have never had it better,” says Adrian Hammond, SBG Securities.