Core Viewpoint - The share price of ExlService Holdings, Inc. (EXLS) has experienced a significant decline in recent weeks, raising questions about the underlying issues and whether this represents a long-term problem that warrants a Sell rating [1]. Group 1 - The decline in EXLS's share price has prompted analysis to determine if the issues are temporary or indicative of deeper, more permanent problems [1].

Core Insights - The current market situation is compared to the Titanic disaster, suggesting a calm surface with underlying risks that could lead to significant consequences [1] Group 1: Market Analysis - The portfolio manager emphasizes a combination of top-down macro analysis and bottom-up stock selection to identify mispriced opportunities [1] - Focus areas include earnings, technological disruption, policy shifts, and capital flows, which are critical for investment strategies [1] Group 2: Investment Strategy - The manager shares high-conviction ideas and contrarian views on both growth and value stocks, indicating a proactive approach to investment [1] - The article suggests that the manager has a beneficial long position in SPX and NDX, highlighting confidence in these indices [1]

Core Viewpoint - Adelayde Exploration Inc. is advancing its Sisson North tungsten project in New Brunswick by engaging New-Sense Geophysics Ltd. for a comprehensive survey, highlighting the growing importance of critical minerals like tungsten in domestic supply chains [1][3]. Company Developments - The Sisson North tungsten project is strategically located next to the Sisson Tungsten Mine, which was recognized as a "Nation-Building Project" by the Canadian Prime Minister [2]. - Adelayde has entered into a joint venture to explore lithium brine potential in Clayton Valley, Nevada, which is surrounded by major industry players [5]. - The company is well-financed and plans to execute multiple exploration programs in 2026, capitalizing on the rising demand for critical minerals [3]. Industry Context - The demand for critical minerals, particularly tungsten, is increasing as governments and industries aim to strengthen domestic supply chains and reduce foreign reliance [3]. - The price of lithium has nearly tripled since June 2025, indicating a significant market shift that may benefit companies involved in lithium exploration [3]. - The U.S. Department of Defense and the Canadian Government have provided substantial funding to advance projects in the critical minerals sector, reflecting the strategic importance of these resources [2].

Core Viewpoint - Hi-View Resources Inc. has increased the flow-through portion of its non-brokered private placement to aggregate gross proceeds of up to $2,000,000 [1][2]. Group 1: Offering Details - The flow-through portion will consist of up to 5,555,555 flow-through shares at a price of $0.36 per share, maintaining the total gross proceeds at $2,000,000 [2]. - All other terms of the Offering remain unchanged, and the proceeds will be used for exploration on the Toodoggone projects in British Columbia [2]. Group 2: Regulatory and Transaction Information - Finders' fees of up to 10% may apply to the private placement, and all securities issued will be subject to a hold period of four months and one day [3]. - Directors and officers of the Company may participate in the private placement, which is considered a related party transaction and is expected to be exempt from formal valuation and minority shareholder approval requirements [4]. Group 3: Company Overview - Hi-View Resources Inc. is a publicly listed mineral exploration company focused on gold, silver, and copper assets in the Toodoggone region of northern British Columbia, covering over 27,791 hectares [5]. - The Company's high-priority projects include the Lawyers East Project, Borealis Project, and Golden Stranger Project, along with additional assets such as the Nub, Saunders, and Harmon Peak properties [5].

Core Insights - Emerging-market stocks are experiencing their strongest earnings growth since the 2002-04 super-cycle, driven by a surge in artificial intelligence investment [1] - This growth contrasts sharply with the previous decade, where earnings estimates were typically revised lower [1][2] Earnings Growth and Concentration - Earnings estimates for the MSCI Emerging Markets Index have risen by an average of 6.5% for this year, primarily driven by three companies: Samsung Electronics, SK Hynix, and Taiwan Semiconductor Manufacturing [3] - The concentration of earnings upgrades in the semiconductor sector raises concerns about rising concentration risk within the asset class [2][7] Market Outlook - Morgan Stanley has raised its year-end target for the MSCI Emerging Markets Index to 1,700 from 1,400, indicating a potential 5% gain from the recent close [5] - The firm projects earnings per share for the index to reach $118 by December 2026, representing a 33% year-on-year increase, followed by $131 in December 2027, an 11% increase [5] Regional Performance - Despite the overall earnings upswing, China's reporting season remains muted, with weak domestic demand affecting major tech firms like Baidu, which has reported three consecutive quarterly revenue declines [6] - In contrast, India is showing early signs of recovery in corporate profits, indicating a divergence in performance among emerging markets [6]

Core Viewpoint - Full Truck Alliance Co. Ltd. is set to announce its fourth quarter and fiscal year 2025 financial results on March 12, 2026, before U.S. market opening [1] Group 1: Financial Results Announcement - The unaudited financial results will be released on March 12, 2026 [1] - An earnings conference call is scheduled for 8:00 A.M. U.S. Eastern Time on the same day [1] - Participants can register online to join the conference call and will receive a unique access PIN [1] Group 2: Company Overview - Full Truck Alliance Co. Ltd. is a leading digital freight platform that connects shippers with truckers [1] - The company offers various freight matching services, including freight listing, brokerage, and transaction services [1] - It aims to enhance logistics competitiveness through technology and reduce the carbon footprint in the logistics sector [1]

Core Insights - CPP Investments and Equinix have announced a joint agreement to acquire atNorth for an enterprise value of US$4 billion, aimed at enhancing data center capacity in the Nordics to meet rising demand for enterprise, AI, and hyperscale services [1][2] Group 1: Acquisition Details - The transaction involves CPP Investments investing approximately US$1.6 billion for a 60% controlling interest, while Equinix will hold a 40% stake [1] - The acquisition is expected to be immediately accretive to Equinix's adjusted funds from operations (AFFO) per share upon closing [1] - atNorth operates eight data centers across Denmark, Finland, Iceland, Norway, and Sweden, with plans for further expansion and 1 GW of secured power [1][2] Group 2: Strategic Importance - The acquisition underscores the strategic significance of the Nordics as a growing hub for AI and digital infrastructure, supported by a resilient economy and a focus on sustainability [1][2] - atNorth's facilities are designed to support high-density workloads, including AI and high-performance computing, with a focus on renewable energy and circular economy principles [1][2] Group 3: Financial and Operational Aspects - CPP Investments and Equinix have provisionally agreed to a financing package of US$4.2 billion to fund the acquisition and business expansion [2] - Equinix currently operates eight data centers in the Nordics, contributing to a broader European footprint of over 100 facilities across 20 countries [2]

New Delhi: The Supreme Court on Friday pulled up unsuccessful bidding companies in insolvency cases for challenging commercial decisions taken by lenders, warning that such attempts undermine the design of India’s bankruptcy framework.A bench led by Justice B.V. Nagarathna made the observations while upholding the resolution plan of Sarda Energy & Minerals Ltd for SKS Power Generation (Chhattisgarh) Ltd.The court dismissed appeals filed by Torrent Power Ltd, Jindal Power Ltd and Singapore-based Vantage Poin ...

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The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index moved to the “Fear” zone on Thursday.U.S. stocks settled mostly lower on Thursday, with the Nasdaq Composite falling more than 1% during the session.On the economic data front, U.S. initial jobless claims rose by 4,000 from the previous week to 212,000 during the third week of February, compared to market estimates of 215,000.Most sectors on the S&P 500 closed on a negative note, with consumer discretionary, ...