Podcasts about msci

Michael Baron of Baron Capital explains his case for AI beneficiaries beyond the biggest tech stocks, including software companies the market fears will be disrupted. He joins Matt Zeigler and Justin Carbonneau to discuss how competitive advantages, management quality, and a long investment horizon shape the firm's growth portfolios.Baron Capital's co-president and portfolio manager walks through the firm's investments in Tesla and SpaceX, from vertical integration and autonomous driving to reusable rockets, Starlink, and the potential for AI infrastructure in space. He also explains why proprietary data may strengthen some software businesses, how the firm manages positions as winners grow, and what would make him sell. The conversation closes with lessons from Ron Baron on curiosity, primary research, and building conviction.Topics covered:Finding growth opportunities across technology, financial services, real estate, and consumer businessesWhy Michael Baron believes some apparent AI losers could become beneficiariesProprietary data and the investment cases for Shopify, Guidewire, FactSet, MSCI, and GartnerTesla's evolution, energy business, and the potential economics of autonomy and softwareSpaceX's reusable rockets, Starlink, and Michael Baron's vision for AI infrastructure in spaceValuing businesses over a long horizon and assessing reliance on key leadersLessons from Ron Baron and the importance of management relationships during market stressLetting winners run while managing concentration, leverage, and portfolio correlationsDistinguishing portfolio trims from selling when a competitive advantage deterioratesWhy Michael Baron believes AI will increase the importance of investment judgmentLearn more about Baron Capital:https://www.baroncapitalgroup.com/Chapters:00:00 Michael Baron on finding growth beyond technology04:16 AI disruption and the opportunity in software10:54 Tesla, Elon Musk, and vertical integration18:33 Long-term valuation and key-person risk23:28 SpaceX, Starlink, and AI infrastructure in space34:11 Lessons from Ron Baron and the firm's future40:08 Evaluating management and competitive advantages47:11 Time as an edge and managing growing positions54:11 When to trim a position and when to sell58:11 Curiosity, primary research, and convictionLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Vanguard FTSE All‑World, iShares MSCI ACWI, iShares Core MSCI World, iShares Core S&P 500 – kup jeden z tych funduszy i zapomnij. Mniej więcej tak najczęściej wygląda skrótowa definicja inwestowania pasywnego. To fundusze inwestujące w akcje całego świata, rynków rozwiniętych lub USA, które w ostatnich latach należą do najpopularniejszych. Spółki do tych portfeli dobiera się według kapitalizacji rynkowej, czyli ich wartości na giełdzie. Przez wiele lat był to jedyny słuszny sposób budowy portfela. Zresztą nadal jest dominujący. Do niedawna nikomu to nie przeszkadzało. Ale okoliczności zaczęły się zmieniać.Portfele tych funduszy są zdominowane przez akcje USA, które po ostatnich 15 latach amerykańskiej hossy w ostatnim czasie stały się rekordowo skoncentrowane – rynek ciągnie wyjątkowo mała liczba spółek. W przeszłości niejednokrotnie prowadziło to do turbulencji, jak w latach 2000–2010. Inwestorzy w ciągu 10 lat przeżyli dwie bessy, a po tym wszystkim wyszli na zero. A po uwzględnieniu inflacji – ponieśli stratę. Obecnie rodzą się obawy, czy ten scenariusz się nie powtórzy.Na szczęście w ostatnich latach zaczęły powstawać ETF‑y na szeroko zdywersyfikowane portfele, stosujące różne sposoby doboru spółek. Dzięki temu udział USA i innych rynków może być bardziej zrównoważony. Chcę Wam przedstawić pięć podejść do budowy pasywnego portfela akcji zdywersyfikowanego na cały świat lub przynajmniej na rynki rozwinięte. A konkretnie: kapitalizacja rynkowa, równe wagi, udział w światowym PKB, momentum i świat bez USA. Od razu mówię: każde z nich ma swoje zalety i wady. Wybór jednego lub drugiego kryterium nie daje gwarancji sukcesu. Warto wiedzieć, jakie są między nimi różnice, i dokonać świadomego wyboru.Jeżeli dopiero zaczynacie przygodę z inwestowaniem i chcecie zbudować prosty portfel pasywny w oparciu o jeden ETF – ten materiał jest właśnie dla Was. Ale też dla tych, którzy już inwestują, mają portfel „amerykocentryczny” oparty o kapitalizację rynkową, nadal chcą mieć tak prosty portfel, ale widzą obecne wyśrubowane wyceny oraz wysoką koncentrację i zastanawiają się, czy nie dokonać zmiany.

AT&T filed many weather-related 8-Ks before it finally named hurricanes as a business risk in its annual report. It isn't an outlier: more than 80% of companies acknowledge physical climate risk is material, but fewer than a third lay out the details of what that means for their business. With a record-breaking El Niño set to peak in December, host Mike Disabato talks with MSCI's Jasmina Buresch about why it takes a second or third hit before companies disclose anything specific, how to tell a critical facility from an office everyone could just work remotely from, and why investors shouldn't wait for company disclosure to catch up to the underlying exposure.Episode reading: The Price of Not KnowingHost: Mike Disabato, MSCI Sustainability & ClimateGuest: Jasmina Buresch, MSCI Sustainability & Climate

Business and finance news from the Asia-Pacific. Asian stocks and bonds edged up as a pullback in oil prices eased inflation concerns. MSCI's regional equities gauge advanced 0.5%, with South Korea's Kospi index leading gains. Chipmakers Samsung Electronics Co. and SK Hynix Inc. climbed after a key US semiconductor gauge rallied. Adding to the positive tone, Brent crude declined for a third day, falling 1.2% to $103.56 a barrel as supply concerns eased and traders turned their attention to the next round of diplomacy over the US-Iran war. We speak to Bloomberg's MLIV Strategist David Savage. And for more on the markets, Bloomberg's David Ingles and Yvonne Man spoke to BNP Paribas Asset Mgmt Senior Market Strategist Ecaterina Bigos.See omnystudio.com/listener for privacy information.

Thomas Richter spricht in der neuen Folge des Podcasts „Nachdenken“ mit Ferdinand Haas, Geschäftsführer von Portfolio Selection, über die Folgen marktgewichteter Indizes für Anleger und Kapitalmärkte. Im Mittelpunkt steht der MSCI Welt, der heute mit Abstand wichtigste Index. Hören Sie Antworten u. a. auf diese Fragen: Führen marktgewichtete Indizes zu Überbewertungen bestimmter Marktsegmente? Welche Risiken ergeben sich daraus? Sind heute die Assetmanager oder die Indexanbieter die eigentlichen Lenker der Kapitalströme?

Business and finance news from the Asia-Pacific. Investors are also assessing the outlook for technology shares after global equities retreated Monday following calls from leading AI developers for a slower pace of advances in the field. MSCI's Asia Pacific equities gauge slipped 0.1% on Tuesday after the Philadelphia Semiconductor Index tumbled 5.9% — its biggest drop in more than two months. We speak to Sunny Bangia, he covers Asia Equities for Bloomberg News. And for more on the debate on AI safety and regulation, Bloomberg's Haidi Stroud-Watts spoke to University of New South Wales Scientia Professor of AI Toby Walsh.See omnystudio.com/listener for privacy information.

L'analisi insegna a decodificare la composizione reale di un portafoglio ETF, superando le etichette commerciali. Viene approfondita la concentrazione geografica e settoriale dell'indice MSCI World, la differenza tra diversificazione e concentrazione, la gestione della duration obbligazionaria e l'impatto della copertura valutaria. Documenti Fondamentali: Il KID illustra la struttura del prodotto, i costi totali TER e il rischio. Il Factsheet mostra la ripartizione per paese, settore e le prime dieci posizioni. Il file completo delle partecipazioni permette di calcolare le sovrapposizioni reali. -La Struttura dell'MSCI World: Comprende ventitre paesi sviluppati ma esclude mercati emergenti e titoli a bassa capitalizzazione. Essendo pesato per capitalizzazione di mercato, registra i prezzi senza giudicare, portando gli Stati Uniti a pesare per il settantadue per cento del totale. -I Tre Livelli di Concentrazione: Le prime dieci aziende pesano per oltre il ventisei per cento dell'indice, con il settore tecnologico vicino al ventotto per cento. Le sole Nvidia, Apple e Microsoft superano il valore di diciotto paesi sviluppati messi insieme. -Differenze tra Indici: MSCI ACWI include gli emergenti, ACWI IMI aggiunge le small cap, FTSE All-World usa criteri diversi, ad esempio considerando la Corea del Sud un paese sviluppato a differenza di MSCI. -Duration e Rischio Valutario: La duration misura la sensibilità ai tassi di interesse, dove una duration di sette implica un calo di prezzo del sette per cento per ogni punto di rialzo dei tassi. Tracciare la reale esposizione geografica e settoriale del portafoglio serve a prevenire scelte dettate dal panico durante le fasi di ribasso. Conoscere la reale percentuale di concentrazione permette di gestire il rischio senza dover effettuare continuamente vendite che generano imposte inutili, muovendosi invece attraverso l'indirizzamento dei nuovi versamenti del piano di accumulo. Disclaimer: contenuto informativo ed educativo, non consulenza finanziaria personalizzata. Gli strumenti citati possono essere presenti nel mio portafoglio personale, societario o in portafogli modello. La disclosure aggiornata con ticker/ISIN, strumenti citati, eventuali posizioni e data di aggiornamento è disponibile qui: https://www.marcocasario.com/disclaimer/Vai su https://www.shopify.com/it e scopri come iniziare con Shopify in pochi minuti. Learn more about your ad choices. Visit megaphone.fm/adchoices

De cryptomarkt is kalmer dan de weken ervoor. Bitcoin staat rond 80.500 dollar, ongeveer op dezelfde prijs als een week geleden, ethereum rond 2.500 dollar. Augustus was met een plus van 25 procent wel de beste maand sinds 2017, al zakte de koers dit jaar ook van 126.000 naar 65.000 dollar. De rem komt van de Amerikaanse inflatie, de reactie daarop van Fedvoorzitter Kevin Warsh, de oplopende rentes op staatsobligaties en de onrust in het Midden-Oosten. Een renteverhoging lijkt grotendeels in de koers verwerkt. Michael Saylor koopt weer. Zijn bedrijf Strategy legde 370 miljoen dollar neer voor 4.600 bitcoin, tegen een gemiddelde prijs van 80.000 dollar. Volgens zijn eigen spelregels kan dat eigenlijk niet: de premie op het gewone aandeel is verdwenen en het preferente aandeel STRC, dat op 100 dollar hoort te staan, handelt op 97. Saylor gaf daarom gewone aandelen uit. Omdat hij de afgelopen maanden juist verkocht, houdt Strategy netto 2.300 bitcoin minder over dan voor de zomer. Tegelijk ligt Strategy in de clinch met indexbouwer MSCI, die het bedrijf als beleggingsfonds ziet en dus niet in de indices wil hebben. Saylor wijst erop dat de criteria alleen hem en één ander bitcoinbedrijf raken. De reactietermijn sluit op 30 september, het besluit volgt op 16 oktober. Verdwijnt Strategy uit de indices, dan valt de vraag van pensioenfondsen en indexfondsen weg. In de Verenigde Staten wonnen de staten een slag tegen voorspellingsmarkten Kalshi en Polymarket. Een hof oordeelde dat sportweddenschappen onder de gokwetten van de staten vallen, terwijl toezichthouder CFTC ze als financiële derivaten ziet. Het hoogste rechtscollege zal er uiteindelijk aan te pas moeten komen. Ondertussen haalt Polymarket een miljard dollar op tegen een waardering van 21 miljard. Dichter bij huis gaat de nieuwe box 3 belasting mogelijk de ijskast in. Voor cryptobeleggers scheelt dat, omdat jaarlijks afrekenen over nog niet gerealiseerde winst of verlies bij deze koersuitslagen zwaar aantikt. Deze week in de Cryptocast Een gesprek met Arnold Hubach, director of community growth bij My First Bitcoin. Met My First Bitcoin faciliteert Arnold bitcoinonderwijs over heel de wereld, van Kenia tot Indonesië en van Zuid-Afrika tot Costa Rica. El Salvador was ooit de thuisbasis, maar dat huwelijk is voorbij. De bitcoinactiviteiten worden in dat land afgebouwd, ondanks alle beloften van president Bukele. En dat is best pijnlijk. Co-host is Raoul Esseboom. Bitcoin wint 25 procent in augustus, Warsh waarschuwt voor het einde Strategy koopt na twee maanden stilte weer bitcoin bij Strategy verzet zich tegen het MSCI voorstel om bitcoinbedrijven uit te sluiten Hof van beroep geeft staten zeggenschap over voorspellingsmarkten Uitspraak zet koers naar het Amerikaanse hooggerechtshof Polymarket haalt een miljard dollar op bij waardering van 21 miljard Eerste Kamer stelt stemming over de wet werkelijk rendement box 3 uit Cryptocast 445B | Van bitcoinland El Salvador is niets overgebleven Met Daniël Mol (BNR Cryptocast) of Bart Mol (Satoshi Radio) bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocastSee omnystudio.com/listener for privacy information.

De cryptomarkt is kalmer dan de weken ervoor. Bitcoin staat rond 80.500 dollar, ongeveer op dezelfde prijs als een week geleden, ethereum rond 2.500 dollar. Augustus was met een plus van 25 procent wel de beste maand sinds 2017, al zakte de koers dit jaar ook van 126.000 naar 65.000 dollar. De rem komt van de Amerikaanse inflatie, de reactie daarop van Fedvoorzitter Kevin Warsh, de oplopende rentes op staatsobligaties en de onrust in het Midden-Oosten. Een renteverhoging lijkt grotendeels in de koers verwerkt. Michael Saylor koopt weer. Zijn bedrijf Strategy legde 370 miljoen dollar neer voor 4.600 bitcoin, tegen een gemiddelde prijs van 80.000 dollar. Volgens zijn eigen spelregels kan dat eigenlijk niet: de premie op het gewone aandeel is verdwenen en het preferente aandeel STRC, dat op 100 dollar hoort te staan, handelt op 97. Saylor gaf daarom gewone aandelen uit. Omdat hij de afgelopen maanden juist verkocht, houdt Strategy netto 2.300 bitcoin minder over dan voor de zomer. Tegelijk ligt Strategy in de clinch met indexbouwer MSCI, die het bedrijf als beleggingsfonds ziet en dus niet in de indices wil hebben. Saylor wijst erop dat de criteria alleen hem en één ander bitcoinbedrijf raken. De reactietermijn sluit op 30 september, het besluit volgt op 16 oktober. Verdwijnt Strategy uit de indices, dan valt de vraag van pensioenfondsen en indexfondsen weg. In de Verenigde Staten wonnen de staten een slag tegen voorspellingsmarkten Kalshi en Polymarket. Een hof oordeelde dat sportweddenschappen onder de gokwetten van de staten vallen, terwijl toezichthouder CFTC ze als financiële derivaten ziet. Het hoogste rechtscollege zal er uiteindelijk aan te pas moeten komen. Ondertussen haalt Polymarket een miljard dollar op tegen een waardering van 21 miljard. Dichter bij huis gaat de nieuwe box 3 belasting mogelijk de ijskast in. Voor cryptobeleggers scheelt dat, omdat jaarlijks afrekenen over nog niet gerealiseerde winst of verlies bij deze koersuitslagen zwaar aantikt. Deze week in de Cryptocast Een gesprek met Arnold Hubach, director of community growth bij My First Bitcoin. Met My First Bitcoin faciliteert Arnold bitcoinonderwijs over heel de wereld, van Kenia tot Indonesië en van Zuid-Afrika tot Costa Rica. El Salvador was ooit de thuisbasis, maar dat huwelijk is voorbij. De bitcoinactiviteiten worden in dat land afgebouwd, ondanks alle beloften van president Bukele. En dat is best pijnlijk. Co-host is Raoul Esseboom. Bitcoin wint 25 procent in augustus, Warsh waarschuwt voor het einde Strategy koopt na twee maanden stilte weer bitcoin bij Strategy verzet zich tegen het MSCI voorstel om bitcoinbedrijven uit te sluiten Hof van beroep geeft staten zeggenschap over voorspellingsmarkten Uitspraak zet koers naar het Amerikaanse hooggerechtshof Polymarket haalt een miljard dollar op bij waardering van 21 miljard Eerste Kamer stelt stemming over de wet werkelijk rendement box 3 uit Cryptocast 445B | Van bitcoinland El Salvador is niets overgebleven Met Daniël Mol (BNR Cryptocast) of Bart Mol (Satoshi Radio) bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocastSee omnystudio.com/listener for privacy information.

Business and finance news from the Asia-Pacific. Asian stocks rose and oil paused a three-day rally after President Donald Trump played down the prospect of a prolonged conflict with Iran. The yen strengthened, gaining for a second session to trade around 158.44 per dollar, and keeping traders on alert for further intervention by authorities. Gains in Japan and South Korea helped MSCI’s Asia Pacific equities gauge advance 0.7%, with technology shares drawing attention after Broadcom Inc. predicted a boom in artificial intelligence chip sales. For more, we talked to Phil Palumbo, Founder, CEO & CIO of Palumbo Wealth Management. On Wednesday, President Trump said renewed US attacks on Iran would likely be short-lived and reiterated his claim that the US controls the Strait of Hormuz. Nonetheless, the return to a hot war between the US and Iran has jeopardized shipping through the Strait and continues to impact the global shipping industry for a closer look, Bloomberg TV host Shery Ahn spoke with President and CEO of Mitsui OSK Lines Jotaro Tamura.See omnystudio.com/listener for privacy information.

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Good afternoon, I'm _ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 49-points this morning from yesterday's close, at 46,177 on turnover of 10-billion N-T. Shares in Taiwan ended lower Monday despite a late rally as bargain hunting emerged ahead of an increase in the local market's weighting under the latest MSCI regular index review. The market came under pressure initially after U.S. stocks fell Friday, following hawkish remarks by Federal Reserve Chairman Kevin Warsh, and the early downturn also reflected a spike in crude oil prices following renewed military strikes in the Middle East. Taiwan Day to showcase Taiwanese culture in Poland The National Cultural Association of Taiwan is holding a two-day "Taiwan Day" cultural event in Poland later this month… featuring Taiwanese contemporary dance and folk arts (民間藝術), plus a market showcasing Taiwanese food and culture. A social media post said that performances at the event will "transform the Polish streets into a Taiwan temple front." The event on September 11th and 12th will see stalls showcasing Taiwanese foods and goods, including dumplings, which are described as the Taiwanese counterpart to Polish pierogi. At a promotional press event in Taipei, Vice President Hsiao Bi-khim, who also serves as NCAT vice president, said the cultural tour is aimed at inspiring Europeans to visit Taiwan and experience the country. TRUMP HINTS AT FURTHER MILITARY ACTION AGAINST IRAN DESPITE SHIFT TO SANCTIONS STRATEGY US President Donald Trump has warned that the door remains open to further military strikes on Iran, delivering a blunt assessment of Tehran's weakened state while speaking to reporters at the White House. The comments came as the Washington Post reported that Iran's economy is feeling new pain from the latest sanctions campaign, though analysts doubt the measures will bring Tehran to the negotiating table. Iran has rejected (拒絕) the sanctions, with its economy minister saying the new measures will fail. Mitch Mccann in New York says a social media post by US President Donald Trump showing an AI-generated image of bombs hitting Iran's main oil export facility has raised concerns about what the White House may be planning. Congo Ebola Tops 6Thousand Cases Congo's authorities report that the fastest-growing Ebola outbreak in history has topped 6,000 cases with 2,911 deaths. More than 1,360 people have recovered from the virus which authorities on Monday called an “encouraging” development. The outbreak in eastern Congo is spreading under extremely (極為) difficult conditions. Insecurity, displacement, a health workers' strike and intense population movements fuel the crisis. The virus spread into two new health zones in the region last week. The World Health Organization says it remains out of control and is on track to surpass the 2014-2016 West Africa Ebola outbreak which is the deadliest on record. Indonesia Mt Sinabung Erupts Mount Sinabung in Indonesia has erupted, spewing black ash and smoke into the sky over Sumatra island. Gray ash covered several villages after Monday's eruption, and authorities distributed (分發) masks to residents to protect themselves. People were advised to refrain from activities in nearby villages in Karo district in North Sumatra province and areas within 6 kilometers of the summit. No casualties, evacuations or disruptions to flights were reported. I ndonesia's Geological Agency raised the alert to the second-highest level for volcanic activity and expanded the safe zone around the mountain. Sinabung has had increased volcanic activity recently, and the agency's chief said a larger eruption (噴發) could occur. That was the I.C.R.T. EZ News, I'm _. －－－－以下為 SoundOn 動態廣告－－－－ 準備賣房嗎？ 即日起至12月31日， 把房屋專任委託給台南住商不動產，即可參加「好友五吉」抽獎活動，賣房抽五機~有機會抽中最新 iPhone 18！ 錦上添花, 好運大獎拿不完! 詳情請洽台南住商任一加盟店。 https://sofm.pse.is/9krz5g -- Hosting provided by SoundOn

Business and finance news from the Asia-Pacific. Asian stocks and bonds fell after hawkish comments from Chair Kevin Warsh boosted bets on a Federal Reserve interest-rate hike next month. Oil rose as Middle East tensions flared. MSCI’s Asia Pacific equities gauge dropped 1.1%, snapping a four-day gain, with technology shares leading declines. The Kospi Index — a barometer for artificial intelligence investments — slid 2.5%, with chipmakers Samsung Electronics Co. and SK Hynix Inc. the biggest contributors. US stock-index futures also retreated. For more, Bloomberg TV Host Haidi Stroud-Watts spoke with Kieran Calder, head of Asia Equity Research at UBS. The big banks in China reported earnings with state owned lenders producing higher first half profits. The results offer fresh evidence of improvements in China's banking industry after a prolonged margin squeeze. For a closer look, Bloomberg TV hosts Yvonne Man and David Ingles caught up with Bloomberg Senior Banking Analyst, Francis Chan.See omnystudio.com/listener for privacy information.

A crypto investment scam has reportedly surfaced in Madurai, raising fresh concerns about fake investment schemes and online fraud. How do these scams work, and what warning signs should investors watch out for before putting their money into cryptocurrency? The Nifty 24,000 level is in focus as investors track market momentum and key support levels. What could happen if Nifty fails to hold this important level? And how could MSCI-related changes and global fund flows influence Indian equities? In this episode, we decode the Madurai crypto scam, Nifty's key support level, MSCI factors, and what investors should watch next.

Global headwinds dominated Dalal Street today as the Nifty dropped to 24,080. Sentiment soured after the US conducted its first strikes on Iranian targets since late July, while hawkish remarks from Fed Chair Kevin Warsh lifted Treasury yields and the Dollar Index. Join tonight's wrap-up as we map this macro pressure against the high-stakes implementation of the MSCI index rejig.

Global headwinds dominated Dalal Street today as the Nifty dropped to 24,080. Sentiment soured after the US conducted its first strikes on Iranian targets since late July, while hawkish remarks from Fed Chair Kevin Warsh lifted Treasury yields and the Dollar Index. Join tonight's wrap-up as we map this macro pressure against the high-stakes implementation of the MSCI index rejig.

Global headwinds dominated Dalal Street today as the Nifty dropped to 24,080. Sentiment soured after the US conducted its first strikes on Iranian targets since late July, while hawkish remarks from Fed Chair Kevin Warsh lifted Treasury yields and the Dollar Index. Join tonight's wrap-up as we map this macro pressure against the high-stakes implementation of the MSCI index rejig.

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Meta zahlt 17 Mrd. für Jugendschutz-Vergleich. Abercrombie steigt massiv nach starken Zahlen. Kohl's schwächelt zum 18. Mal in Folge. Boston Scientific leidet unter Cyberangriff. Palo Alto wollte Okta und Datadog kaufen. Europäische Stahlaktien steigen. NVIDIA (WKN: 918422) beschleunigt Wachstum. Trotzdem fällt die Aktie. Börse ist skeptisch. Nicht so skeptisch ist sie bei Salesforce (WKN: A0B87V) dank KI-Produkt Agentforce. Okta (WKN: A2DNKR) und CrowdStrike (WKN: A2PK2R) liefern auch. Bitcoin knackt 80.000 $. Schwacher Dollar, Short-Squeezes und illiquider Markt treiben den Kurs. Trump pusht Krypto-Regulierung, Wale kaufen wieder. Aber: Viel Nachfrage kommt über ETFs, nicht über Direktkäufe. Und Strategy bald raus aus MSCI? Diesen Podcast vom 27.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Business and finance news from the Asia-Pacific. Asian shares rose, led by chipmakers, as a decline in crude oil eased concerns about quickening inflation. MSCI's Asia Pacific equities gauge climbed 0.8%, with Samsung Electronics Co. and SK Hynix Inc. the biggest contributors. The regional benchmark was poised for a fourth gain in five sessions. Chip stocks had also advanced on Wall Street, with Nvidia Corp. snapping a seven-day run of losses before its earnings later Wednesday. We speak to Bloomberg's Executive Editor for Asia Markets, Paul Dobson. And - The newly established Asia Innovation and Technology Enterprises Going Global Summit aims to transition Asian tech firms from regional leaders into global players. Bloomberg's Minmin Low spoke to MindRank AI Founder and CEO, Niu Zhangming.See omnystudio.com/listener for privacy information.

Trump hit Canada with 50% tariffs on $20 billion in goods after trade talks collapsed an hour before the deadline. Mark Carney says Canada is "at war" and retaliates September 8. Bitcoin doesn't need a deal.The tariffs came through Section 338 of the 1930 Tariff Act - a statute that had never once been used to impose a tariff in 96 years. It needs no vote in Congress, carries no expiry date, and applies to CUSMA-compliant goods anyway. Two days earlier Trump posted that the two countries "have a DEAL." Sunday morning he was back to calling Canada a state that wants the benefits without the membership. Joey and Len break down what a permanent, unreviewable tariff power means for a country whose entire economy runs through one border - and why every story in this episode points at the same thing: the rules can change overnight when your money answers to somebody else.In this episode of the Canadian Bitcoiners Podcast:50% Section 338 tariffs hit $20B of Canadian goods, roughly 5% of everything Canada ships southCarney's "you're at war when you get attacked" press conference and the September 8 dollar-for-dollar retaliation listWhy the trucks fight, not dairy, is what actually blew up the deal at Oakville and OshawaTrump revives the 51st state line hours after the tariffs landNew Hampshire caps Bitcoin ATM buys at $2,000 a day - and the cap follows residents to kiosks in every other stateThe SEC proposes Regulation Crypto Assets: $75M/year retail token sales, self-certified exits, zero dissents on a commission with no dissenters leftMetaplanet drops 2,100 BTC into a $5M Nasdaq shell four days after MSCI threatens to delete it from global indexesBitcoin and ether ETFs pull $2.6 billion in the strongest inflow week since OctoberCanadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comSubscribe and turn on notifications - new episodes live Monday nightsA tariff with no expiry date and no congressional vote is the same lesson as a bail rule that sorts by bank balance and an ATM cap that follows you across state lines: permission you were granted can be withdrawn. Bitcoin is the only part of this episode nobody has to ask for.Sources: The Globe and Mail, CBC, CNN, Reuters, CP24, Bitcoin Magazine, The Block, CryptoSlate, Cointelegraph, New Hampshire Union Leader, SEC.gov, Angus Reid Institute————————————————————————————————SPONSORSThis week's episode is about what happens when the rules change without your consent. Our sponsors are the people who built the opposite.

POTS is a chronic autonomic disorder characterized by excessive orthostatic tachycardia and multisystem symptoms that affects an estimated 0.1% to 1% of the US population. Author Satish Raj, MD, MSCI, of University of Calgary Cumming School of Medicine joins JAMA Deputy Editor Kristin Walter, MD, MS, to discuss current evidence about the pathophysiology, diagnosis, and management of POTS. Related Content: Postural Orthostatic Tachycardia Syndrome (POTS)

The committee nobody watches just opened the paperwork on Michael Saylor. MSCI is consulting on whether "non-operating companies" belong in its indexes — run the screen and exactly three names get deleted: Strategy, Metaplanet, and a uranium fund. Up to $8.8 billion in passive money would be forced to sell on a calendar date, decision October 16. We break down the mechanics, who's actually exposed, and why Norway's sovereign wealth fund is at record Strategy exposure at the worst possible moment.Also tonight: the BIP-110 crowd picked BLAKE2b out of a hat in a Discord and scheduled a September 1 hard fork to fire every miner on earth. Trezor's shipping partner leaked 13,689 home addresses — the wrench-attack mailing list writes itself. And in Clown World North: B.C. spends $101,000 a month housing one man in a 110-room hotel, the Ontario Line quietly triples to $34 billion, and a Toronto cop gets shot by a man who was already wanted in two other regions — 29 days after the new bail law took force.Drop your questions and comments in the live chat.— Canadian Bitcoiners Podcast

Business and finance news from the Asia-Pacific. Asian stocks dropped as a semiconductor selloff deepened, with investors retreating from one of the year's hottest trades amid elevated bond yields and geopolitical uncertainty. MSCI's Asia Pacific equities benchmark slid 2%, with South Korean shares dropping 5.5%. Chip bellwethers Samsung Electronics Co. and SK Hynix Inc. both declined over 7%, tracking a semiconductor selloff on Wall Street. Kioxia Holdings Corp. plunged 9% in Tokyo. We speak to Bloomberg Asia Equities Reporter, Winnie Hsu. And - Pony AI Inc.'s robotaxi sales reached a quarterly high, now accounting for a third of total revenue, with overseas momentum continuing to accelerate. Overall sales in the second-quarter climbed 69% to $36.2 million, while robotaxi revenue surged to $12.1 million from $1.5 million, according to a Tuesday filing. The net loss grew to $59.8 million from $53.1 million a year earlier. Bloomberg's Yvonne Man and David Ingles speaks to Chief Executive Officer James Peng.See omnystudio.com/listener for privacy information.

The committee nobody watches just opened the paperwork on Michael Saylor. MSCI is consulting on whether "non-operating companies" belong in its indexes — run the screen and exactly three names get deleted: Strategy, Metaplanet, and a uranium fund. Up to $8.8 billion in passive money would be forced to sell on a calendar date, decision October 16. We break down the mechanics, who's actually exposed, and why Norway's sovereign wealth fund is at record Strategy exposure at the worst possible moment.Also tonight: the BIP-110 crowd picked BLAKE2b out of a hat in a Discord and scheduled a September 1 hard fork to fire every miner on earth. Trezor's shipping partner leaked 13,689 home addresses — the wrench-attack mailing list writes itself. And in Clown World North: B.C. spends $101,000 a month housing one man in a 110-room hotel, the Ontario Line quietly triples to $34 billion, and a Toronto cop gets shot by a man who was already wanted in two other regions — 29 days after the new bail law took force.Drop your questions and comments in the live chat.— Canadian Bitcoiners Podcast

Bessent just put a 60-day clock on the CLARITY Act before the September 15 vote — and while the banking lobby runs a full-court press, the crypto industry has gone silent. We break down this week's meetings, Galaxy's cut odds, why the SEC meeting may be a nothing burger, plus Saylor's MSCI response, UBS loading up on IBIT, and Tom Lee's latest.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:10 Sponsor: iTrust Capital00:50 Wednesday02:20 Matt Hougan on winners and losers04:00 Wheres Lummis?04:15 Bessent: 60 days05:00 ABA Bankers propaganda06:15 Matt Hougan: CLARITY will never die and never pass07:30 Saylor sells MSTR08:00 Strategy responds to MCSI08:45 Matt Hougan: Biggest narratives are not on twitter10:30 UBS loads up IBIT11:00 Tom Lee nearing 5%12:00 Things to watch this week~Banks Attack, Crypto SNOOZES?

Bitcoin slipped below $63,000 as weak liquidity and cautious sentiment continue weighing on the market. Matt covers MSCI considering rules that could exclude Bitcoin treasury companies like Strategy and Metaplanet from major indexes, Gemini's continued struggles after disappointing earnings, and Crypto.com expanding into tokenized equities with exposure to roughly 1,500 U.S. stocks and funds. The episode also looks at the SEC canceling its scheduled crypto rulemaking meeting, the CFTC moving forward on crypto, AI, and prediction markets while the CLARITY Act remains stalled, and JPMorgan reportedly debanking Polymarket. Matt also discusses whether DeFi is becoming more accurately described as on-chain finance and why World Liberty Financial's crypto ventures continue complicating the ethics debate surrounding U.S. crypto legislation. Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

Raj Chovatiya, MD, PhD, MSCI - In Your Hands: A Case-Based Approach to Treating Moderate-to-Severe Chronic Hand Eczema

Wall Street hits another record as inflation cools and oil prices fall - but where are the real opportunities for investors? Michelle Martin breaks down Reddit’s jump on joining the S&P 500, Workday’s takeover-fuelled surge, AMD’s multibillion-dollar debt raise and renewed interest in Chinese healthcare stocks. In Singapore, why is Olam falling despite reporting S$1.9 billion in profit? What does MSCI’s removal of Sembcorp mean for the stock, why is Genting Singapore under pressure, and what’s driving CDL’s earnings surge? Plus, leadership turmoil at India’s Tata Group and the bullish case for the company behind jeans. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Raj Chovatiya, MD, PhD, MSCI - In Your Hands: A Case-Based Approach to Treating Moderate-to-Severe Chronic Hand Eczema

Business and finance news from the Asia-Pacific. Sentiment toward technology remained buoyant, with CoreWeave Inc. surging 16% in extended trading after booming artificial intelligence spending drove stronger-than-expected sales growth. Super Micro Computer Inc. rallied 7.6% in the post market after its revenue forecast topped estimates. The robust tech earnings helped MSCI’s Asia Pacific equities gauge advance 0.4%, with South Korea’s tech-heavy Kospi Index adding 2.8%. US equity-index futures were little changed. We hear from Xi Qiao, Managing Director and Financial Advisor at UBS. Plus - the yen was little changed around 159.33 a dollar. Investors are watching the currency as it approaches the key level of 160, raising concern that Japanese authorities will intervene again. The dollar weakened against most of its Group-of-10 peers. We discuss the yen story with Michael Ball, Bloomberg News Macro Strategist.See omnystudio.com/listener for privacy information.

It's been a summer of extremes, and this week's Must Read Research highlights four themes shaping markets across regions and asset classes. Candace Browning, Head of Global Research at BofA Securities, reviews a powerful earnings season that continues to deliver broad-based EPS growth, even as investors become increasingly difficult to impress. The episode also examines mounting risks in European energy markets amid record temperatures and tightening gas inventories, the accelerating AI investment cycle driving memory demand following SK Hynix's landmark U.S. listing, and a potentially significant reshuffling of MSCI emerging-market indexes that could redirect billions of dollars in investor flows. Together, these developments offer a timely look at the forces influencing corporate profitability, energy security, AI infrastructure spending, and global capital allocation.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Der Chipentwickler hat mit Finanzhäusern wie Apollo, Blackrock und Goldman Sachs ambitionierte Pläne vorgestellt. Warum das in vielerlei Hinsicht ungewöhnlich ist. Außerdem: Der MSCI World ist nicht mehr so breit aufgestellt, wie viele Anleger annehmen.

MSCI's Ashley Lester and Axel Kilian unpack the most concentrated equity rally in decades, the effects of megacap IPOs, such as SpaceX and why fixed income never bought the rally — and what this all could mean for the rest of 2026.

Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong in the most recent earnings and what to make of the two stocks today. Plus, what to make of the oil markets using Halliburton's earnings results and what is the best banking ETF today? Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Equifax & MSCI earnings and stock reactions - AI costs eating into profits - Halliburton's comments on the oil market - Mailbag: Best Banking ETF to buy now? Companies discussed: EFX, MSCI, MS, HAL, XLF, VFH, BRK, V, MA, JPM, KBE, KBWB Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Business and finance news from the Asia-Pacific. Oil climbed to the highest level in more than a month and bonds fell as US and Iranian attacks escalated, renewing inflation concerns. Stocks stabilized after a technology-led selloff rattled markets last week. Treasury 10-year futures slipped 7/32, with trading in the cash market shut during Asian hours Monday because of a holiday in Japan. Government bonds in Australia and New Zealand also declined on concern that higher oil prices will stoke inflation. Equities were mixed. Nasdaq 100 futures rose 0.2% after Friday’s selloff, as Moonshot AI told investors it plans to go public within six months after its latest model challenged perceptions of US leadership in artificial intelligence. MSCI’s Asia Pacific equity index was little changed, while South Korea’s Kospi index fell 2.8% as traders returned following a holiday on Friday. For a look at the markets, Bloomberg TV Host Avril Hong spoke to Homin Lee, Senior Macro Strategist at Lombard Odier. Brent rose as much as 3.8% to $91.42 a barrel, the highest level since June, with back-and-forth strikes that have expanded beyond military targets. For an outlook of how the oil story is impacting the Asia-Pacific, Bloomberg TV Host Paul ALlen spoke to Illiana Jain, International Ecnomist at Westpac Banking Corporation.See omnystudio.com/listener for privacy information.

Heute ist Freitag – und das bedeutet: Babotag! Die Investmentbabos Michael und Endrit haben heute wieder ein spannendes Thema für euch. Angesichts der Entwicklungen an den Kryptomärkten, insbesondere in den vergangenen zwölf Monaten, haben sie sich einen besonderen Gast eingeladen. Gemeinsam mit Ronald Richter von Bitwise – einem der führenden Anbieter im Bereich Krypto-Assets – sprechen die Babos nicht nur über die Entwicklung der Kryptomärkte, sondern auch über Produkte, die Krypto-Assets abbilden. Im Fokus stehen dabei Basket-Lösungen in Zusammenarbeit mit MSCI sowie die entsprechenden ETPs. Außerdem geht es um Themen wie Kosten, Rebalancing, die Positionierung innerhalb der Indizes und die Frage, wie diese Produkte aktuell vom Markt angenommen werden. Wenn ihr mehr darüber erfahren möchtet, dann schaltet unbedingt ein! Diese Folge ist ein wichtiger Baustein, und wir freuen uns schon jetzt auf Teil 2, in dem wir noch tiefer auf einzelne Krypto-Assets & Coins sowie die allgemeine Marktlage eingehen werden. Viel Spaß, ein schönes Wochenende und bis nächste Woche bei „Babos sprechen Börse“. Liebe Grüße Michael Duarte & Endrit Cela - Hier geht es zur Investmentbabo-Webseite: https://www.investmentbabo.com - Folgt die Investmentbabos auf Instagram: https://www.instagram.com/investmentbabo DISCLAIMER: Der Inhalt dieses Podcasts dient ausschließlich der allgemeinen Information. Diese Informationen können und sollen eine individuelle Beratung durch hierfür qualifizierte Personen nicht ersetzen. Die Informationen in Bezug auf die von der Clartan Associés und AMF Capital AG verwalteten Sondervermögen stellen keine Anlageberatung und keine Kaufempfehlung dar.

Interview with Dan-Mircea Mirea, MSci, author of The Reinforcement Effect of Social Media Likes in Depression. Hosted by John Torous, MD. Related Content: The Reinforcement Effect of Social Media Likes in Depression Do Likes Reinforce Depression?

Interview with Dan-Mircea Mirea, MSci, author of The Reinforcement Effect of Social Media Likes in Depression. Hosted by John Torous, MD. Related Content: The Reinforcement Effect of Social Media Likes in Depression Do Likes Reinforce Depression?

現在要在南韓外匯市場交易韓元，不用再等當地白天的交易時段了。南韓從6日起開放24小時全天候交易韓元，結束了實施將近30年的交易時段限制。當局表示這是為了提升外資交易便利性，吸引更多國際資金流入，並且讓南韓更符合「MSCI」已開發市場資格。不過全天候交易也意味著，歐美市場的影響會更即時反映在韓元上，需要注意匯率是否會劇烈波動。加入會員，支持節目： https://globalhashtagnews.firstory.io/join留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/commentsYT收看《寰宇全視界》

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Micron wächst krass. Rheinmetall verliert Fregatten. TKMS profitiert. Wendy's explodiert dank Reddit. SK Hynix plant Giga-IPO. Cerebras enttäuscht trotz starker Prognose. Ölpreis fällt. Gold auch. MSCI lässt Indonesien und Südkorea da wo sie sind. Strategy (WKN: 722713) verliert trotz stabilem Bitcoin. Ihre Vorzugsaktie fällt unter den Zielkurs von 100 $. Michael Saylor hat das Finanzinstrument mit ChatGPT entwickelt. Vertrauen in das Geschäftsmodell sinkt. Muss Bitcoin ins Altersvorsorge-Portfolio? Und bedrohen Quantencomputer alles? Diesen Podcast vom 25.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

This month's Mailbag ranges from Washington, D.C. to Germany, from the SEC to the moon, and from individual stock ownership to the deeper question of what freedom is actually for. Along the way, fellow Fools write in about transparency, curiosity, market caps, parenting, AI, adding to winning investments, and what can happen when decades of patient investing quietly compound into opportunities to help others. As always, the best part of the Mailbag is you.Host: David GardnerProducer: Bart ShannonCompanies Mentioned: HAS, ISRG, JEPI, KO, MAT, MSCI, NKE, NVDA Learn more about your ad choices. Visit megaphone.fm/adchoices

Introducing Market Open: a new weekly show from The Modern Investor. Each week, Finimize analysts Reda Farran and Russell Burns chew over the biggest stories in markets, what they mean for investors, and what they're watching in the week ahead.In todays episode....Why AI is increasingly driving every corner of financial marketsSpaceX's latest AI deals and what they mean for the companySouth Korea's push for MSCI developed-market statusThe outlook for inflation, rates, and the global economyTry Finimize Pro

Another wave of panic has hit the crypto market. Bitcoin is falling, Ethereum is bleeding, and altcoins are rapidly losing momentum as traders rush to exit leveraged positions. More than $660 million has already been wiped out in liquidations, turning what began as a pullback into a full-scale risk-off event as the A.I. tech bubble shows signs of weakness. ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit and trade $200 to unlock $100 ➜ https://bit.ly/OKXRP Use code: paulbarron *Terms Apply* 00:00 intro 00:05 Sponsor: OKX 01:00 Markets Crash! 01:59 Morgan Stanley on Porfolio Management 02:23 Peak Concentration 03:17 Mag 7 Cap-Ex Spending & Issuance 04:04 Corporate Bonds 04:05 Gareth Soloway: Market Breakdown? 05:20 SpaceX downgraded by MSCI & Softbank 07:32 Micron earnings tomorrow 08:37 Bitcoin vs Gold & S&P500 09:20 TradFi gives up on Bitcoin 10:06 A.I. Rotation continues 10:39 South Korea fails to enter developed markets 11:50 Samsung stock growth 12:36 Private Credit bubble 13:13 Robinhood vs Coinbase 13:55 Diversify into Stocks and Crypto 14:54 JD Vance on Iran Deal 15:05 Iran denies White House facts 15:36 Oil price limbo 16:16 CLARITY Act lowest odds since January 17:19 Stay Tuned 17:34 outro #Crypto #Bitcoin #AI ~Everything Crashing!?

There's an uptick in ship crossings through the Strait of Hormuz, says Charles Schwab's Kevin Gordon, believing it offers a small reprieve for the energy trade. He sees Micron's (MU) earnings and this week's inflation prints as prominent catalysts to move markets. Michelle Gibley sticks with the AI trade by explaining what the MSCI reclassification means for global stocks, including South Korean tech giants Samsung and SK Hynix. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TKIs are all the rage. But what do the data tell us about their ability to effectively treat wet AMD? Akshay Thomas, MD, outlines findings from DAVIO 2, the phase 2 study assessing the safety and efficacy of EYP-1901 (EyePoint Pharmaceuticals) for the treatment of wet AMD. And Aaron Lee, MD, MSCI, and Cecelia Lee, MD, MS, recap their Cogan Award Lecture from this year's ARVO annual meeting. Hear how they envision a future of ophthalmic research driven by AI and machine learning—and how they know we can only get there by looking back at where we've been.

Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India's macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stanley.----- Transcript -----Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist.Ridham Desai: And I'm Ridham Desai, Morgan Stanley's Head of India Research and Chief India Equity Strategist.Chetan Ahya: Today, the biggest takeaways from our India Investment Forum in Mumbai. From the shifting outlook for India's markets and flows to the sectors driving the next phase of corporate earnings and CapEx.It's Friday, June 12th at 7PM in Hong Kong.Ridham Desai: And 4:30PM in Mumbai.Chetan Ahya: Ridham, the Morgan Stanley's India Investment Forum took place in Mumbai last week, and I was there with you. These events are a great opportunity to speak with investors who come across from the globe to attend. Now that we have had a few days to process the conversations, what stood out to you? What was the biggest shift in investor sentiment that you picked on?Ridham Desai: So, Chetan, I think it's been the case of a continuing story about India. Domestic investors look that they are bullish, and foreign investors continue to stay rather cautious on the Indian markets. We could see that in the overall attendance. In contrast, I think domestic investors were looking for the next stock that they wanted to buy. They were seeking opportunities, and there was a lot of interest in meeting companies.Before we get into markets, let me turn back to you from a macro side. India's growth story remains strong, but relative growth appears to be cooling. This is in contrast to markets like Japan, Taiwan, Korea, and the US. How should investors think about India's macro positioning in that context?Chetan Ahya: So, Ridham, when I look at the macro data in India, they're all indicating a meaningful upside in the growth trend. So I'll just cite two key cyclically sensitive macro data points. One is the banking system credit growth, and number two is the auto sales, particularly the passenger vehicle. So bank credit growth is growing as of the last biweekly data point that we got. It's growing at seventeen point seven percent year-on-year, and car sales are growing at twenty-seven percent in the month of May.But as you were mentioning earlier, the relative growth opportunity is a challenge for India and to just share the numbers on the earnings growth for the first quarter that we saw across the region. So we saw Korea's earnings growth at one hundred and seventy percent. We saw Taiwan's earnings growth at forty-eight percent year on year. Japan at thirty-three percent. The US has seen a growth of about twenty-seven percent year on year.So in that context, when India is reporting thirteen percent growth, it's becoming a challenge for investors to look for opportunities in India relative to other markets. Either they are more focused on the other markets than India. So let me come back to you, Ridham. Staying with the investment implications, India projects stable valuations and strong corporate earnings, but its relative growth advantage has narrowed. How should investors reconcile this contradiction?Ridham Desai: If I go back thirty-five years, as long as we have the MSCI index series, and as far as I have been in this industry, this is the lowest relative multiple that India has traded at. And indeed, growth last year was weak. But if you see QOQ, we have started to accelerate. The broad market earnings growth trajectory has shown a doubling in the quarter that ended March over the quarter that ended December.But it underscores the point you made about the relative growth complex. It's clearly not in India's favor. And a lot of the capital in the world is short-term oriented, and it cares for what growth is gonna come in the next quarter or two. And that's the state of the market right now.However, what I would say is that equities is a quintessential long-duration asset class. In the long run, what matters is terminal growth. I don't really think India's terminal growth has moved much. It remains far superior to a lot of other countries around the world. And therefore, I think this does present itself as a great opportunity for a long-term investor while the markets are digesting this relative growth disadvantage that India seems to have over the next, say, three or four quarters.Chetan Ahya: And Ridham, another theme from the forum was policy action to attract capital. Policymakers announced a number of measures right as our conference ended and they aimed to withdraw withholding tax on debt investors, also providing banks with an incentive to take up more dollar borrowing. How central are these measures to sustaining foreign inflows into Indian markets?Ridham Desai: I think the measures taken by policymakers are very important, probably amongst the most important policy actions this year. The removal of taxation on debt investors will make a difference. The provision for hedging to external commercial borrowings as well as to foreign currency deposits will make a difference.It should boost flows into India over the next twelve months. That said, these measures may not help the equity flows because the equity flows, I think, are going to depend on the relative growth situation. Now, there's only that much India can do to lift its growth. It may accelerate to the high teens. So growth elsewhere needs to decelerate for equity investors to return. Or India needs to see the start of a major IPO cycle because in primary issuances, foreigners do come to buy, and that may change the net picture on FBI flows in the equity markets.But as far as the debt markets are concerned, I think the measures taken last week are going to prove to be quite potent, and India should see the benefits accruing over the next few weeks and months.Chetan, from your perspective, how important is the policy backdrop right now in determining whether India can keep attracting long-term global capital despite more competitive returns elsewhere in the short run?Chetan Ahya: So Ridham, I think the key focus for the policymakers had been with these measures to boost short-term capital inflows to stabilize the currency. There has been a balance of payment deficit. So from that perspective, the short-term capital inflow augmentation effort as you mentioned, has been the correct move. But from the long-term perspective, we think that the government needs to boost competitiveness of the Indian manufacturing. Because in the context in which AI could affect India's services exports, there is a need to augment more export receipts from the manufacturing sector. At the same time, if they improve the competitiveness of the manufacturing sector, it will help India to attract more capital inflows from long-term investors for the purpose of FDI.And the good news is that the government is on it. They are taking a number of measures to boost that competitiveness in the manufacturing. But we think that there is more action needed and hopefully in the intention to improve the balance of payment dynamics and exports from manufacturing sector, we will see more actions from the government in the coming months.Ridham Desai: Chetan, you've also written extensively about the structural capital spending cycle in Asia and India. Can you walk us through the key details here, especially in the Indian context?Chetan Ahya: I think the key story that we are observing, it's sort of more or less global, but definitely very clearly seen in Asia, that there seems to be a super cycle for CapEx as well as industrial activity. This CapEx cycle is effectively driven by spending in four key sectors, and that is AI and AI-related digital infrastructure, energy, defense, and industrial onshoring-related CapEx.Now, as far as India is concerned, we are seeing investments in all the four segments that I just mentioned. In fact, it's seeing a significant amount of activity in the space of energy. And, similarly, we are seeing a lot of policy measures, I mentioned earlier, in terms of boosting manufacturing competitiveness.But at the heart of it is government's effort to onshore industrial supply chain. So India's CapEx has also inflected higher. Having said that, the difference between India and, let's say, North Asia, which is Korea, Taiwan, Japan and China, is that they are also a big player in the export market for capital goods when there is global CapEx cycle upswing happening. Nevertheless, India will see the benefit of this CapEx cycle in terms of its own growth push, as well as improvement in productivity.So Ridham, how would you think about the sectoral opportunity within the Indian markets?Ridham Desai: We see a lot of interest in some of these sectors which you mentioned. But actually, I would like to start off with financials. I see the banks in a very sweet spot. Balance sheets are in pristine condition. The interest rate cycle has troughed, which means margins for the banks have also bottomed and credit growth is finally accelerating. If this CapEx cycle unfolds like the way you are describing it, I think financials will stand to gain the most.And interestingly, the valuations are quite good, both on an absolute as well as on a relative basis. Also, of course, investors can go directly into those sectors which are doing this capital spend. Energy to start with, semiconductors, fertilizers, data centers and aerospace.The only thing to note here is that not everywhere are the valuations attractive enough because in some cases the market has recognized the coming growth cycle and has started to price that in. So we have to be careful about the valuations. But I think financials and industrials are clearly great opportunities in the context of this CapEx recovery that India is likely to see in the coming five years.Chetan Ahya: And additionally, the most requested companies at the summit, Ridham, were consumer sector companies. What do you think investors are looking for at this sector over others?Ridham Desai: So, Chetan, I think from a structural perspective, the Indian consumer is quite clearly the best place to be. In fact, I would say that it's the leverage that India enjoys over the rest of the world.The one point five billion people in this country are split across, say, a hundred and fifty cohorts of ten million each, and each of these cohorts have got different consumption opportunities. So depending on what product or service you're offering to your consumers, there's a market in India, and which in nominal terms is growing between ten and fifteen percent.As we know, last year India accounted for something around seventeen or eighteen percent of global GDP growth, which means depending again on what you are selling to your consumer, India could be between ten and hundred percent of your revenue growth. So India's consumer is something that hardly anybody can avoid.So in summary, Chetan, when I look at it from an investment opportunity, financials, industrials, and consumption, not necessarily in that particular order, are probably the best places for investors to look at. However, IT services, I think could be the dark horse. It's a sector right now which is disrupted or potentially disrupted by AI, and there's a lot of confusion there.But I think as the dust settles on this, it may emerge as one of the most interesting areas for investors to look at. So there's a lot of stuff in India happening right now. I think growth is accelerating. Valuations are looking quite interesting. In fact, the best that they've been in many, many years.Trading performance suggests that investors are not positioned at all. And if things start looking up, then India could be a very good market in the coming twelve months.Chetan Ahya: Ridham, thanks for taking the time to talk.Ridham Desai: Great speaking with you, ChetanChetan Ahya: And thanks for listening. If you enjoy our Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or a colleague today.

In today's episode on 12th June 2026, we explain what India's fall in the MSCI Emerging Markets Index reveals about the benchmark itself.Book a FREE call with Ditto

Interview with Amal Isaiah, MD, PhD, MBA, author of Deep Learning in Otolaryngology: A Narrative Review, and Matthew A. Shew, MD, MSCI, author of Shifting the AI Questions in Otolaryngology From “Can We Build a Model?” to “Will It Improve Patient Care?” Hosted by Paul C. Bryson, MD, MBA. Related Content: Deep Learning in Otolaryngology Shifting the AI Questions in Otolaryngology From “Can We Build a Model?” to “Will It Improve Patient Care?”

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