Tag: Portfolio Strategy
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Philippe Laffont’s AI Bets: 6 Stocks Behind a Third of His Portfolio for 2026
Overview: Peering into a Billionaire’s AI Strategy For investors seeking insight from seasoned veterans, billionaire hedge fund manager Philippe Laffont offers a compelling case study. Public Form 13F filings, released 45 days after quarter-end, reveal the holdings that shape his fund’s risk and return profile. While these disclosures lag current market conditions, they provide a…
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Ganesh Dongre’s Three Stock Picks for Monday: What Investors Should Watch on 15 December 2025
Market backdrop: Gains extend as global cues rosy Stocks extended gains for a second straight session as traders digested the latest global cues, including softer-than-expected inflation readings in some markets and a reassuring stance from central banks. The Sensex rose sharply, and the Nifty 50 logged another day of gains, helped by sustained buying in…
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Nifty 50, Sensex Today: What to Expect from Indian Markets in Trade on November 19
Muted Start Expected for Nifty 50 and Sensex on November 19 The Indian stock market is poised for a cautious session as traders head into trading on Wednesday, November 19. Benchmark indices, the Sensex and Nifty 50, are expected to open with a muted bias as global equities waver and investors reassess near-term catalysts. The…
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Stonegate Group Moves to Sell £1bn Worth of Pubs as It Reshapes Portfolio
Stonegate Eyes a £1bn Cash Boost by Offloading 1,000 Pubs Britain’s largest pub group, Stonegate, is reportedly pursuing a significant strategic move: a potential sale of about 1,000 its pubs for roughly £1 billion. The plan signals a bold portfolio rethink as the company navigates changing consumer tastes, rising costs, and the evolving structure of…
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SoftBank Sells Nvidia Stake for $5.8 Billion in Surprise Move
SoftBank Exits Nvidia Stake in a Major Posture Shift In a move that surprised technology and investment circles, SoftBank Group Corp. has agreed to sell its stake in Nvidia for roughly $5.8 billion. The sale marks a significant strategic adjustment for SoftBank as the company weighs its portfolio balance, capital allocation priorities, and exposure to…
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Investors Pull Cash from Stock Market Ahead of Budget
UK Investors with Cash on the Sidelines as Budget Looms British investors are increasingly shunning global stock market funds, pulling money out at a record pace as they brace for a new Budget from the Chancellor. Data showing sizeable outflows from equity funds since July points to growing caution as households anticipate possible tax policy…
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Suzlon Energy Stock Rally Stalls Despite Profit Surge: What’s Weighing the Rally
Introduction: A High-Performance Quarter, A Muted Rally Suzlon Energy reported a record set of results for Q2FY26, with profit after tax (PAT) soaring by 538% year-on-year. Yet the stock has failed to breakout, slipping roughly 30% from its peak after a period of rapid gains. This divergent path—strong fundamentals paired with a restrained share price…
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Why the 16-Year Bull Market Faces a Challenging Decade Ahead for Investors
The 16-Year Bull Market: A Rare Run by Any Measure Few investors alive today have witnessed a bull market stretch this long. A 16-year run implies a maturity that stretches beyond the typical stock-market cycle, testing assumptions about growth, interest rates, and valuation. While headlines will celebrate new highs, seasoned observers caution that duration itself…
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Bull Market at 16 Years: Why a Challenging Decade Looms
The 16-Year Bull Market: A Long Rally With Questions Ahead The stock market has extended its run for 16 years, a period that has stretched investors’ memories of prior pullbacks and reshaped expectations. While cycles do not move in lockstep, the current backdrop features a blend of steadier economic growth, resilient corporate earnings, and policy…
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Why a 16-Year Bull Market May Face a Challenging Decade Ahead
Introduction: A Long Run, but Not an Endless one The bull market has stretched into its 16th year by one common measure, a remarkable feat in a world of economic cycles. Yet investors are not celebrating uninterrupted gains without pause. A growing chorus of market observers warns that the coming decade could be more challenging,…