Most Western investors cannot buy in directly. But India funds may already own exposure, and the listing could shift index…
P&G’s Dividend Runs on Margins
With September producer prices up 6.3% year on year and oil feeding into resin and freight costs, Thursday’s Q1 report…
Coca-Cola Just Took KFC Back. This Is How a Moat Works.
Four decades of patient brand-building paid off in one announcement, and the pattern behind it is exactly what long-term investors…
Anthropic Needs One Upgrade to Change This Deal
A BB+ rating can cost about 300 basis points versus BB peers. Project North Star shows what that gap is…
European Stocks Are Beating the S&P 500. Is This Rotation Real?
A defensive tilt away from AI and early earnings news give Europe its biggest weekly lead over Wall Street since…
Warsh Said Nothing About October. Markets Priced It Anyway.
Hike odds fell from about 30% to about 17% as the Fed chair spoke in Bangkok. With 3.7% CPI and…
Who Actually Controls Starlink? SpaceX Investors Just Found Out
Ukraine’s Starlink limits exposed a risk SPCX and TSLA investors should weigh.
Warsh Has One Chance to Close the Gap Between Bonds and Stocks
The 10-year yield pulled back to about 5.10% while equities sold off after the same CPI number. One of them…
Nvidia Is Pouring $10 Billion Into Europe. What It Says About Demand.
Jensen Huang's European tour signals AI infrastructure spending shows no sign of slowing, and that matters for anyone holding the…
UK Forces Amazon, eBay and Temu to Collect VAT
Healey’s Oct. 28 Budget plan shifts VAT to marketplaces