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India looks attractive again as AI trade cools; oil likely to stay at $80–100: Arvind Sanger
Arvind Sanger, Managing Partner at Geosphere Capital Management discusses the next phase of the AI investment cycle, India's growing appeal as valuations improve, challenges facing IT services and GCCs, and why foreign investors are beginning to look at Indian equities again.
India's growth story could regain momentum as oil risks fade, say global market strategists
Ed Yardeni, President of Yardeni Research and Arvind Sanger, Managing Partner of Geosphere Capital Management discuss the implications of easing geopolitical tensions, India's investment outlook, the future of the AI-driven market rally, emerging-market opportunities and whether elevated US valuations are creating a stronger case for global diversification.
Retail SIP boom boosts AMC outlook; Nippon, ICICI Pru lead pack: Siddhartha Khemka
India's asset management sector is transforming with systematic investing driving growth and stability, reducing reliance on volatile discretionary capital. SIP inflows have surged, now forming a significant portion of mutual fund assets, indicating a shift towards predictable, annuity-like revenue streams. This structural change positions the industry for sustained, retail-led expansion.
Geosphere Capital's Arvind Sanger skeptical on Trump-Xi deal, warns oil threatens AI rally
Arvind Sanger, Managing Partner of Geosphere Capital Management says rising crude prices, inflation risks and prolonged geopolitical tensions could weigh on Indian markets, while the US AI investment cycle continues to remain resilient despite concerns around valuations and returns.
As India grows richer, banks will have to adjust to thinner margins: Indian Bank CEO
Indian Bank's chief Binod Kumar expects interest rates to rise and net interest margins to fall as India develops. He plans to raise capital for Expected Credit Loss norms and launch a wealth management business. The bank aims for strong growth in retail and MSME loans. Consolidation could help Indian banks achieve global scale.
Oaktree Capital Accuses BJ’s of Reneging on Tariff Refund Trade
Oaktree Capital Management LP sued BJ’s Wholesale Club Inc. for allegedly backing out of a deal to sell its rights to around $29 million in tariff refunds for 70 cents on the dollar.
Don’t track just Brent; real oil stress much higher, says Arvind Sanger
The Managing Partner of Geosphere Capital Management warns that focusing only on Brent understates the energy shock, with fuel products and fertilisers driving sharper inflation risks. While PSU energy firms face pricing limits, he sees renewables emerging as structural winners.
US-Iran tensions, oil risk, and IT growth concerns cloud market outlook, says Arvind Sanger
Arvind Sanger, Managing Partner at Geosphere Capital Management, warns that rising Iran-US tensions and higher oil prices could put pressure on Indian markets, even as the IT sector grapples with slowing growth and uncertainty around AI-led disruption.