Barkin flags sticky inflation at 3.7% PCE but declines to tip September rate path

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the AI trade.

‘Were UGC Regulations Followed To Select 12 Asstt Profs?’

On July 8, four stocks with a market capitalisation of over Rs 10,000 crore closed more than 1% above their Volume Weighted Average Price (VWAP), according to StockEdge’s technical scan data. A move above the VWAP is considered a bullish technical signal, indicating strengthening buying interest and the potential for further upside in the near…