IMPACT X CAPITAL
Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategy
As we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-cap stocks and the banking sector due to their better earnings prospects and attractive valuations. Meanwhile, although mid- and small-cap sectors may face hurdles, the cement industry might see unexpected margin improvements.
AI backlash could threaten Anthropic IPO timing, potential investors say
Investors are pushing for a more attractive valuation to commit to the offering, with some viewing the recently discussed $1.5 trillion valuation as being at the high end of expectations, the people told Reuters.
Paraguayan president Santiago Pena impeached minutes after resigning following bank collapse
The 78-0 vote marked a stunning repudiation of Pena by lawmakers from his long-ruling Colorado Party, who joined the opposition in backing his impeachment after three days of demonstrations rocked the capital, Asuncion.
EU Transport Commissioner activates security protocols after flight bomb threats; says "too early" to establish links
European Union Transport Commissioner Apostolos Tzitzikostas expressed concern over recent hoax bomb threats affecting flights in Europe. Many budget airlines were targeted, with investigations ongoing to determine the source of the threats. Multiple countries reported threats that prompted increased security measures and emergency landings. All affected flights were able to land safely after thorough inspections confirmed no explosives were present.
Russian attacks disrupt power in Kyiv, while the death toll in a stricken village rises to 40
Russian attacks disrupted power and water supplies in Kyiv and surrounding areas, while Ukraine reported a rising death toll from a strike on a village in Zaporizhzhia. President Volodymyr Zelenskyy said 40 people had been killed in Komyshuvakha, with dozens more feared buried under rubble. Meanwhile, diplomatic talks on postwar security and reconstruction were planned in Brussels.
US allies see a chastened Trump but they’re wary of the backlash
US election results are viewed as a potential limit on Donald Trump's power regarding foreign policies. Foreign officials remain cautious, predicting that Trump may continue to act unpredictably despite the political changes. The president's approach toward Iran may signal his handling of Congress's constraints on his authority. European leaders express concern over the implications for international relations amid ongoing conflicts.
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Silver ETFs jump up to 6%, white metal reclaims $51 as Democrats win US midterms. What should investors do?
Silver ETFs rallied up to 6% as silver prices rebounded above $50 an ounce following the Democrats' US midterm election victory. Experts advise investors against chasing the recovery, citing volatility, uncertain industrial demand and the possibility of further price swings.
Silver prices jump over 4% to reclaim $51/oz as Democrats secure US midterm victory. What’s happening?
Silver prices surged over 4% to reclaim the $51/oz mark after Democrats secured a victory in the US midterm elections, weakening the dollar and Treasury yields. However, HSBC expects further gains to be limited as silver trades close to levels justified by fundamentals. Industrial and jewellery demand may weaken, while institutional buying and supply constraints could offer support.
Pixxel's Indian ownership comes under scrutiny
Pixxel founder and chief executive Awais Ahmed in a blog post on X said the company remains “headquartered, owned, managed and controlled in India,” on Monday. Indian investors, including the founders, collectively hold the largest shareholding in the company, followed by investors from Singapore, the UK and the US, he added.
Binance sees outflows stabilising as exchange returns online after $6.3 billion heist
Binance customers pulled $3.64 billion, or 2.1% of its assets, as the world's biggest cryptocurrency exchange resumed service after a security breach linked to North Korea saw $6.3 billion stolen from the platform last week.
Binance sees net outflows of $3.64 billion after resumption of withdrawals
On November 1, Binance reported net outflows of around $3.64 billion as withdrawals resumed after a pause. During this period, withdrawal volumes reached over $4.64 billion while deposits amounted to $1.01 billion. The exchange stated that the percentage of outflows represented 2.1% of its total assets. Despite the large outflows, Binance highlighted that deposit volumes remained substantial and withdrawal volumes began to stabilize.
Climate platform Two Point O raises $10 million led by Transition Venture Capital
The company plans to enter battery energy storage while expanding its existing offerings in solar power, energy efficiency, and wastewater treatment. It will also target customers in sectors such as data centres, automobile manufacturing, pharmaceuticals, and healthcare, where energy and water consumption are significant operating costs.
Iran's supreme leader warns US, Israel against new attacks
Iran's supreme leader has warned that any further military strikes from the US or Israel will trigger a robust retaliation. He underscored the necessity of being ready to respond at all times. As both nations prepare for upcoming elections that may reshape their diplomatic strategies, Qatar and Pakistan are stepping in as mediators to avert escalating tensions amid ongoing military activities.
Delhi pollution restrictions from November 1: 50% WFH, parking charges to double, vehicle curbs and more; check full list under winter action plan
Delhi vehicle restrictions from November 1: The Delhi government will enforce various anti-pollution measures to improve air quality from November 1. From restricting older vehicles to banning dust-generating construction activities, the government has launched a winter action plan to combat the air pollution that chokes the city annually. Under the restrictions, parking charges will double to discourage the use of private vehicles and encourage public transport usage. Additionally, a 50% work-from-home policy will also be implemented in government and private offices during the winter months.
Adani Ports makes $3.3 billion play for Evos Terminals
Adani Ports has submitted a binding $3.3 billion bid for Evos Terminals, a European liquid-storage operator with eight terminals across five countries, as it looks to expand overseas and build exposure to energy-transition infrastructure. The move follows APSEZ’s unsuccessful bid for Associated British Ports and reflects a broader push into global ports, container assets and liquid terminals.
Tech firms take fresh hit as earnings misses fan AI fears
Tech firms were again on the back foot Friday after another round of disappointing earnings from Wall Street titans fanned already deep concerns about the AI investment boom. "The concern isn't that AI demand has already slowed.
Delhi vehicle entry rules: When will new GRAP restrictions begin? Check which vehicles are allowed and which are not
Beginning November 1, 2026, the government of Delhi will impose new vehicle entry restrictions aimed at reducing air pollution levels. To gain entry, all vehicles must adhere to BS-VI emission standards and must possess a valid Pollution Under Control Certificate. This initiative addresses the urgent need for improved air quality, prompting motorists to verify their vehicle's compliance before traveling into the national capital.
Amazon cloud business accelerates but shares drop on profit miss
Amazon experienced a notable decline of over seven percent in its shares following the release of its quarterly earnings, which failed to meet analyst forecasts. The tech giant reported a total revenue of $201.9 billion, revealing struggles across multiple sectors. Nonetheless, the growth of its AWS cloud division stood out as a silver lining.
Whenever you feel 'demotivated' in life, rewatch an old video of Elon Musk from Tesla's near-bankruptcy days
Social media user Unnati shared an old video of Elon Musk pitching Tesla’s $109,000 Roadster in 2008, when the company was nearing bankruptcy. Musk explained how revenue from expensive cars would fund affordable electric vehicles. During the crisis, SpaceX secured a major NASA contract, while Tesla investors provided crucial funding to keep the automaker running.
Adani Green’s debt maths: Why leverage may fall below 4x as capex cycle matures
Adani Green Energy Limited is looking forward to a decrease in leverage as its upcoming projects start functioning and yield cash flow. With a substantial ₹2.4 lakh crore earmarked for capital expenditures by FY30, the company aims to enhance its renewable energy capacity. As project loans are paid off, leverage is expected to dip below four times.
James Talarico vows to 'take back Texas' as Trump makes last-minute push to keep the state in GOP hands
James Talarico took aim at the escalating corruption within the U.S. political scene during his Texas campaign. He’s looking to unseat Republican Ken Paxton, who enjoys backing from prominent figures such as Trump and Musk. Talarico labels Musk's influence as an attempt to 'buy' Texas, while he prioritizes solutions for the state's affordability issues.
Risks spelled out for Anthropic investors include possible harms from runaway AI
The risks laid out by the San Francisco company in its filing Monday with the Securities and Exchange Commission included discussion of bad actors potentially using AI models to build deadly weapons or the technology itself going rogue with untold consequences.
AI stocks rise as Anthropic nears Wall Street debut amid investor caution
A successful flotation by a pure-play AI giant such as Anthropic could reshape how markets value parts of the booming industry, including chipmakers and related infrastructure companies, analysts have said.
The Rs 1.5 lakh crore MTF problem: How shrinking leveraged positions are deepening India's smallcap sell-off
India’s smallcap sell-off is intensifying as margin trading facility (MTF) positions decline from record levels. With nearly Rs 72,000 crore exposed to smallcaps, forced liquidations could deepen losses, although SEBI safeguards may limit systemic risks.
Anthropic files for US IPO amid AI boom, rising costs and safety concerns
Anthropic has filed for a US IPO to support its ambitious AI development plans and secure funding. The company's recent financial details show significant revenue growth, but losses have widened sharply. Investors are currently valuing Anthropic at approximately $1.5 trillion, reflecting recent market fluctuations. Anthropic is in competition with OpenAI in the race to create advanced AI systems.
Rahul Gandhi responds to Delhi traders on Nov 1 rally: ‘We love you and hear you’; reiterates demand to sack CEC Gyanesh Kumar
Rahul Gandhi responded to concerns from Delhi traders about the INDIA bloc's rally on November 1. He stated that protests would cease if Prime Minister Modi removed Chief Election Commissioner Gyanesh Kumar. Traders have requested that the rally be deferred to minimize business impacts during the festive season. Congress president Mallikarjun Kharge indicated that the party would consider traders' concerns carefully.
Jio IPO breaks multiple records: From fundraising to investor demand, how the mega issue rewrote India’s IPO history
The issue set records across fundraising, anchor investor demand and applications, while attracting the highest qualified institutional buyer (QIB) subscription among India’s five largest IPOs. It was fully subscribed within 100 minutes of opening and received nearly 1.4 crore applications, according to figures compiled for the issue.
AI is rewriting the rules of investment for India's big-ticket players
Private equity investors in India are integrating artificial intelligence into their investment analysis and strategies. AI is being utilized to assess how it will impact revenues and competitive positions of companies. Investors are now focusing on AI capabilities and their potential to create value in various sectors. Additionally, AI is influencing negotiations by uncovering weaknesses quickly and enabling better assessments of business strength.
US Treasury yields slip as AI concerns boost safe haven demand ahead of 20 year auction
US Treasury yields slipped as investors weighed the impact of higher borrowing costs on AI stocks, with the 10 year yield heading for a second straight daily decline. The move came ahead of a $13 billion 20 year Treasury auction, while markets continued to price in a muted chance of a Fed rate hike.
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