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Follow the latest financial and economic news, market updates, reports, and analysis on PipVero.

Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
Goldman Sachs India Equity ETF Q2 2026 Portfolio Update

Goldman Sachs India Equity ETF Q2 2026 Portfolio Update

During the quarter, the Goldman Sachs India Equity ETF returned 13.77% (net of fees), outperforming MSCI India IMI by 107 basis points. At the sector level, our holdings in Consumer Discretionary contributed the most, while our underweight n to Industrials detracted from relative returns. Top contributors were Reliance Industries and Inox India.

Source: Seeking Alpha
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Source: Bloomberg Markets and Finance News Agency
2 weeks ago
General Medium Importance AI Analyzed
Marathon's Richards Says Equities Can Absorb 25 Bps Fed Hike

Marathon's Richards Says Equities Can Absorb 25 Bps Fed Hike

Markets can withstand a 25 basis-point interest-rate increase by the Federal Reserve, according to Marathon Asset Management CEO Bruce Richards. "The consumer is doing well, corporate earnings are doing well, the economy is doing well," Richards says on Bloomberg Television.

Source: Bloomberg Markets and Finance
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Source: CNBC International TV News Agency
2 weeks ago
General Medium Importance
Jeff Currie: Watch China as it takes advantage of record margin between crude & diesel

Jeff Currie: Watch China as it takes advantage of record margin between crude & diesel

Jeff Currie from Abaxx Technologies & founder of Real Macro says China has an underrated impact on prices of crude products considering its massive refining capacity, allowing it to drive down crude prices but push up diesel prices. He also talks about how UAE is positioned as an energy producer after its exit from OPEC.

Source: CNBC International TV
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
You're Telling Me That Circular Financing Can Reduce The Risk Of A Bubble?

You're Telling Me That Circular Financing Can Reduce The Risk Of A Bubble?

Concerns over AI sector's 'circular financing' are overstated; such practices are common and risk-mitigating across mature industries. I recommend holding S&P 500 ETFs (SPY, IVV, VOO) and advocate diversification, particularly into Small Cap and Value stocks.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
Copper's 2026 Bull Market And The ICOP ETF

Copper's 2026 Bull Market And The ICOP ETF

ICOP, the iShares Copper and Metals Mining ETF, is rated a Buy as copper's multidecade bull market continues, supported by robust technical and fundamental trends. ICOP outperformed copper futures in 2026, rising 29.3% YTD versus copper's 16–18% gains, driven by mining companies' expanding profit margins. Supply-demand deficits, green energy, AI data center growth, and stagnant production underpin copper's bullish outlook, with China's demand a key variable.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
Natural Resource Partners: 10% FCF Yield Ready For Cash Distribution

Natural Resource Partners: 10% FCF Yield Ready For Cash Distribution

Natural Resource Partners offers a capital-light, royalty-based minerals business with no production risk and minimal capital requirements. NRP is positioned to deliver a 10%+ FCF yield as debt repayment completes, with management committed to significant distributions and buybacks beginning November 2026. Metallurgical coal price recovery and contract resets are expected to drive FCF growth, while thermal coal faces secular decline and soda ash remains challenged.

Source: Seeking Alpha
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Source: CNBC International TV News Agency
2 weeks ago
General Medium Importance
Mistral almost doubles valuation after raising €3 billion in fresh cash

Mistral almost doubles valuation after raising €3 billion in fresh cash

French AI startup Mistral has raised €3 billion in a series D funding round, putting the company's valuation at more than €21 billion. The round was led by Samsung Electronics, alongside the EU-backed 'Scaleup Europe Fund' and U.S.-based PSG Equity.

Source: CNBC International TV
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
Many Surprises Ahead; My Last Bearish Call

Many Surprises Ahead; My Last Bearish Call

I maintain a 'buy' on IEF and TLT, favoring the longer end as capital flows into duration amid skepticism about economic strength and inflation stickiness. Recent data suggest a cooling economy, with ISM manufacturing PMI and new orders declining, while inflation is likely to surprise to the downside as AI-driven cost savings emerge.

Source: Seeking Alpha
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Source: CNBC International TV News Agency
2 weeks ago
General Medium Importance
Energy crisis is 'already here': Jeff Currie says to watch product prices as diesel hits record

Energy crisis is 'already here': Jeff Currie says to watch product prices as diesel hits record

As diesel prices hit a record and energy crack spreads surge, Jeff Currie from Abaxx Technologies & founder of Real Macro draws attention to the separation between paper prices of crude oil, and soaring prices of refined products like gasoline and diesel. He says that while the WTI and Brent contracts are still below $100 a barrel, real prices have already essentially hit warning levels.

Source: CNBC International TV
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