Author: Aruna Kaim

While artificial intelligence continues to drive dramatic swings across global stock markets, veteran mutual fund manager Peter Lynch is sticking to the simple, disciplined strategy that made him legendary: investing only in what he truly understands. Despite the wall-to-wall coverage and massive market capitalization gains generated by AI hyperscalers over the past year, Lynch remains completely unexposed to the sector. His reasoning serves as a stark warning to investors navigating one of the most volatile technology cycles in modern market history. The “Yellow Pad” Strategy in a High-Tech World Lynch’s refusal to chase high-flying AI stocks stems directly from the…

Key Takeaways High-Stakes Bets: Former OpenAI researcher Leopold Aschenbrenner built a massive fortune launching an AI-focused investment fund capitalized by hyper-bullish bets on artificial intelligence infrastructure. Volatility Shock: A sharp pullback in market sentiment surrounding artificial intelligence valuations caused rapid, massive drawdowns in hyper-leveraged AI portfolios. A Cautionary Tale: The sudden reversal highlights the severe concentration and leverage risks inherent in chasing explosive sector hype, even for industry insiders with deep technical expertise. The Sudden Reversal Leopold Aschenbrenner, a former OpenAI Superalignment team researcher, gained widespread attention in the tech and financial worlds after publishing his expansive 165-page essay, Situational…

The price of crude oil is down again despite ongoing geopolitical friction in the Gulf region. That augurs well for domestic equity markets. This does not mean that corrections will not happen; they will. But, largely, they will have a lesser probability of turning into a secular bearish trend as has happened in the past. Mind you, we are using the word probability. Why? In any market, it is important to know which stocks or sectors are making the index move up or down. This will be even more critical for the Indian market over the next few months. Our…

To understand where the markets may go from here, three questions need to be answered: When will global conflicts de-escalate? How long will post-conflict infrastructure rebuilding take? What will the global geopolitical situation look like after? Since nobody knows the answers to these questions with certainty, investors must accept that markets are likely to remain uncertain and range-bound for some time. However, market uncertainty does not mean equities are clearly bearish. The featured stocks depict a strong upward trajectory in their overall average score, which is calculated based on five key pillars: Earnings, Fundamentals, Relative Valuation, Risk, and Price Momentum.…

When a company incurs heavy losses, faces cash-flow crunches, or delays debt servicing to lenders, high executive compensation frequently triggers public and investor scrutiny. However, paying crore-plus salaries to top management during loss-making years is not inherently illegal under Indian corporate law. Understanding how this occurs—and how to spot it in annual reports—requires navigating the statutory provisions and governance nuances of the Companies Act, 2013. 1. The Legal Framework: How CEOs Get Paid Despite Losses Under Section 197 of the Companies Act, 2013, standard managerial remuneration for public companies is capped at 11% of net profits for all managerial personnel…

OnePlus has expanded its budget lineup in India with the launch of the OnePlus N6x. Joining the recently released OnePlus N6, the N6x prioritizes exceptional battery life, everyday durability, and clean performance at an affordable price point. Key Specifications & Features Overview Feature Specification Display 6.8-inch HD+ LCD (1570 x 720 pixels), 120Hz refresh rate, 900 nits peak brightness Processor MediaTek Dimensity 6360 Apex chipset RAM & Storage 4GB RAM + 64GB / 128GB storage options Cooling System 13,280 mm² vapour cooling chamber Rear Camera 13MP single primary sensor with PDAF, 10x digital zoom, 1080p @ 30fps video Front Camera…

Motorola has entered the book-style foldable arena with the Razr Fold, challenging long-standing market leaders. Featuring a massive 6,000mAh battery, a full 50MP triple-camera array, and a form factor that feels remarkably close to a traditional glass-slab smartphone when closed, Motorola’s first attempt arrives with notable confidence. Hardware Snapshot Feature Specification Price (India) ₹1,49,999 (12GB + 256GB) | ₹1,59,999 (16GB + 512GB) Cover Display 6.56-inch LTPO pOLED, 165Hz (2520 x 1080) Internal Display 8.1-inch LTPO pOLED, 165Hz, 2K resolution (2584 x 2232) Processor Qualcomm Snapdragon 8 Gen 5 Rear Cameras 50MP Primary (Sony Lytia 828, OIS) + 50MP Ultra-wide +…

A Facebook Reel posted by Prime Minister Narendra Modi on July 23—addressing youth amid ongoing protests over the NEET-UG exam paper leak—briefly disappeared from his official page before being restored later that day. Meta subsequently issued an apology, labeling the takedown as an operational error. In response, Ministry of Electronics and Information Technology (MeitY) Secretary S. Krishnan stated that senior Meta leadership was summoned to New Delhi to provide both a policy-level and technical explanation. Additionally, Meta indicated that it established new protocols as of July 28 for high-profile accounts to prevent similar incidents, though details remain undisclosed. Meta’s VVIP…

Doing dishes by hand can quickly become one of the most tiresome household chores. Fortunately, a freestanding dishwasher offers a hassle-free solution without requiring any permanent modifications to your home. Unlike built-in units that need custom cabinetry, freestanding models feature fully finished sides and top panels. You can easily place them anywhere with standard power and water access, making them an ideal choice for renters, busy families, and modern Indian kitchens. Today’s freestanding dishwashers are smarter, quieter, and highly water-efficient. Designed to handle everything from delicate glassware to heavily greased kadais and pressure cookers, here are four top-rated models worth…

The General Insurance Council (GIC), representing Indian non-life insurance companies, has issued clinical guidelines aimed at curbing “unnecessary hospitalisations” for common fevers and acute infections. While insurers state the initiative is an effort to promote rational medical admissions and control rising premiums, medical practitioners warn that strict enforcement could jeopardize legitimate cashless health insurance claims. Key Highlights of the New Admission Guidelines The GIC’s advisory establishes specific clinical criteria for admitting patients suffering from common seasonal conditions such as viral fever, pneumonia, and acute gastroenteritis. Fever Alone Is Not Grounds for Admission: Hospitalisation must be justified by medical necessity rather…