Jyotivardhan Jaipuria stays overweight on banks and pharma, avoids large IT for now

Jyotivardhan Jaipuria stays overweight on banks and pharma, avoids large IT for now

Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors, remains positive on banks, citing strong credit growth, improving net interest margins and attractive valuations despite recent senior management changes across private lenders. He also continues to favour pharma, particularly US generics and CDMOs, on easing pricing pressure and China-plus-one opportunities. Jaipuria stays underweight on large IT,…

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Burry shorts Caterpillar after it nearly doubled in AI rally of 2026

Burry shorts Caterpillar after it nearly doubled in AI rally of 2026

Michael Burry attends “The Big Short” New York screening Ziegfeld Theater on Nov. 23, 2015, in New York City. Astrid Stawiarz | Getty Images Michael Burry said Tuesday he has placed a bearish wager against Caterpillar, believing the construction-equipment maker has become one of the market’s most overvalued beneficiaries of the artificial intelligence investment boom….

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Amazon, Flipkart entry won't disrupt quick commerce profitability: Elara Capital

Amazon, Flipkart entry won’t disrupt quick commerce profitability: Elara Capital

Quick commerce is expected to enter a more execution-driven phase as competition intensifies, with profitability rather than discounting likely to determine long-term winners, according to Karan Taurani, Executive Vice President (EVP) at Elara Capital. Taurani said the entry of large e-commerce companies such as Amazon, Flipkart and Reliance into quick commerce validates the business model…

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