India announced measures to invest nearly $133 billion to turbocharge its infrastructure overhaul and boost manufacturing for sectors from textiles to electronic components in its federal budget. It also raised taxes on equity futures to curb speculative trading.The nearly 90-minute long speech by India's Finance Minister Nirmala Sitharaman on Sunday seeks to protect the economy at a time of global uncertainty and continuing 50% US tariffs while the trade deal with the country remains elusive. India's small ...

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Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Integer Holdings Corporation during the specified Class Period of the upcoming lead plaintiff deadline on February 9, 2026 [1] Group 1: Class Action Details - Investors who bought Integer common stock between July 25, 2024, and October 22, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 9, 2026 [3] - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4] Group 2: Case Allegations - The lawsuit alleges that Integer Holdings Corporation made materially false and misleading statements regarding its competitive position in the electrophysiology manufacturing market [5] - It is claimed that Integer overstated its visibility into customer demand while experiencing a decline in sales for two of its electrophysiology devices [5] - The lawsuit asserts that Integer mischaracterized its electrophysiology devices as long-term growth drivers for its cardio and vascular segment, leading to misleading positive statements about its business and operations [5]

Over the past few years the number of shops selling Chinese-made goods in Mexico City ’s downtown has more than tripled, Ramírez said, in some cases putting long-established Mexican stores out of business.“The Chinese have invaded us in terms of merchandise,” said Ramírez, sitting behind the counter of his completely deserted store.T-shirts, jackets, pants, toys, watches and furniture and more products made in China fill the stalls of street vendors in downtown Mexico City.Temu averaged 114 million monthly ...

Core Viewpoint - Kuaigou, a subsidiary of Kuaishou Technology, has been fined 26.7 million yuan (approximately US$3.84 million) by Chinese regulators for various illegal activities, including unreasonable charges and inadequate consumer protection [1][6]. Group 1: Allegations Against Kuaigou - Kuaigou was accused of levying unreasonable charges and failing to provide proper consumer protection [2][6]. - The company did not take appropriate measures against the sale of counterfeit goods on its platform [2][6]. - Kuaigou allowed misleading or false marketing practices to occur on its platform [2][6]. - Additional accusations included publishing illegal advertisements and failing to disclose mandatory information [4][7]. - The company was implicated in facilitating services for the illegal sale or purchase of wild animals and their products, as well as prohibited hunting tools [4][7]. Group 2: Regulatory Investigation - The fine resulted from an investigation by the State Administration for Market Regulation, initiated in September due to alleged illegal activities, including false marketing and counterfeit goods distribution [3][6]. - The investigation highlighted issues particularly prevalent in the live-streaming e-commerce industry [3]. Group 3: Kuaigou's Response - Kuaigou accepted the penalties and expressed compliance with the regulator's decision [5][8]. - The company pledged to improve its operations in accordance with the law and enhance its compliance level [5][8]. - Kuaigou committed to collaborating with businesses on its platform to provide better services to consumers [5][8].

Core Viewpoint - India's benchmark bond yields have reached their highest level in over a year following the government's announcement of a record debt-sale plan that surpassed analysts' expectations [1] Group 1: Government Debt and Borrowing - The Indian government plans to borrow ₹17.2 lakh crore ($187 billion) in the fiscal year starting April 1, which is 18% higher than the current year's borrowing and exceeds the ₹16.5 lakh crore forecast [1] - The budget deficit is projected to decrease to 4.3% of GDP in the upcoming fiscal year from an estimated 4.4% in the current year, despite increased gross borrowing due to rising bond redemptions [5] - Net borrowing for the next fiscal year is estimated at ₹11.7 lakh crore, slightly above the revised figure of ₹11.3 lakh crore for the current year, with redemptions expected to rise nearly 70% to about ₹5.5 lakh crore [6] Group 2: Bond Yields and Market Reactions - The 10-year bond yield has increased by as much as eight basis points to 6.78%, the highest since January 17, 2025, with expectations that it may reach 7% in the coming weeks [2] - Rising borrowing costs could exacerbate pressures on an economy already facing challenges from high US tariffs, while the Reserve Bank of India (RBI) has limited capacity to further reduce interest rates [3] - The RBI's foreign-exchange interventions have tightened liquidity in the banking system, impacting bond demand, prompting the central bank to increase bond purchases to inject cash into the system [7] Group 3: Future Outlook and Risks - Active liquidity management will be essential to prevent further increases in bond yields, as indicated by market experts [4] - There is a risk that bond yields may exceed earlier expectations, even with RBI's support through open-market operations [8]

Core Insights - AI spending is rapidly increasing, particularly in the computing sector, with companies investing heavily to expand their computing capabilities [1] - Companies selling computing equipment are expected to thrive, presenting strong investment opportunities in the AI sector [2] Company Summaries Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the world's largest chip foundry, crucial for AI computing, producing logic chips for nearly all AI devices [3][4] - The company plans to invest between $52 billion and $56 billion to increase production capacities, anticipating a nearly 60% compound annual growth rate (CAGR) in AI chip revenue from 2024 to 2029 [6][7] - Current market cap is $1.7 trillion, with a gross margin of 59.02% and a dividend yield of 0.93% [6] Nvidia - Nvidia is a leading name in AI, known for its GPUs that dominate AI data centers, with a market cap of $4.6 trillion and a gross margin of 70.05% [8][10] - Analysts project a 52% revenue growth for Nvidia in FY 2027, with global data center capital expenditures expected to rise to $3 trillion to $4 trillion annually by 2030 [10] Broadcom - Broadcom is focusing on designing application-specific integrated circuits (ASICs) for AI workloads, which can provide better performance at lower costs compared to general-purpose GPUs [11][13] - The company expects revenue from AI semiconductors to double in Q1, indicating strong momentum in the AI sector [13]

Why should investors care? Emerging factors like the punt factor are often missing from backtests, so investors and risk managers can unintentionally double up exposures or underestimate contagion risk if speculative flows unwind quickly.What about tech stocks? Technology-heavy QQQ shows meaningful spillovers from crypto – de Silva warns “if you’re trading Nasdaq, you should realise that what’s going on in crypto is going to affect you” – though institutional owners can cushion volatility.How strong is the ...

Core Insights - Nokia Corporation reported a 3% increase in comparable net sales for Q4 2025, reaching EUR 6.1 billion, driven by growth in network infrastructure and mobile networks [1] - The company achieved a full-year operating profit of EUR 2.0 billion, slightly exceeding its guidance midpoint of EUR 1.85 billion [2] Financial Overview - In 2025, Nokia experienced a 2% year-on-year rise in net sales on a constant currency and portfolio basis, with a reported increase of 3% [2] - The comparable diluted EPS for Q4 was EUR 0.16, with a free cash flow of EUR 0.2 billion and a net cash balance of EUR 3.4 billion [5] Margin Analysis - The comparable operating margin fell by 90 basis points year-on-year to 17.3%, mainly due to increased investments in network infrastructure and costs from the integration of Infinera [3][9] - The comparable gross margin improved by 90 basis points to 48.1%, supported by a strong product mix, while the reported gross margin decreased by 120 basis points to 44.9% due to higher restructuring costs [4] Networks Overview - Optical networks emerged as a significant growth driver, fueled by strong demand from AI and cloud deployments, while IP networks grew by approximately 3% [6][10] - Fixed networks remained stable, and the company's book-to-bill ratio stayed above 1, indicating ongoing momentum in optical and IP networks [6] Cloud and Network Services - Cloud and network services saw a slight year-on-year decline in Q4, but full-year net sales increased by 6% due to strong demand in core networks [7] - Mobile networks experienced a 6% growth in Q4 net sales, supported by a favorable product mix [7]

Core Viewpoint - Oil prices are experiencing volatility due to geopolitical tensions between the U.S. and Iran, with recent military threats and diplomatic communications influencing market sentiment [1][3][4]. Group 1: Oil Price Movements - Oil prices rose more than 1.5% in Asian trade amid concerns of a potential U.S. military attack on Iran, which could disrupt supply from the region [1]. - Recently, oil prices reached a six-month high due to fears of a military strike against Iran, with Brent crude falling as much as 6.4% to $66.15 per barrel [3]. - The U.S. West Texas Intermediate futures also saw a decline of 4.75% to $62.11 per barrel [3]. Group 2: Geopolitical Context - President Trump has warned Iran of possible intervention if it does not reach a nuclear deal or continues to suppress domestic protests, which Iran claims are influenced by Western powers [2]. - Diplomatic communications between Washington and Tehran are ongoing, raising hopes for de-escalation of tensions [4]. - The U.S. administration's sensitivity to rising oil prices could prevent further escalation, especially with midterm elections approaching [5]. Group 3: Supply Dynamics - Additional supply from Venezuela is entering the market, contributing to available oil barrels despite global production exceeding demand [6]. - OPEC+ has decided to maintain current production levels, extending a three-month supply freeze, which is expected to support oil prices [7].