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Arabian Post
3 days ago
- Business
- Arabian Post
Analysts in India Redefine Equity Strategy Edge
Foreign institutional investor activity has slowed, but India's equity market is gaining a new level of sophistication thanks to the rapid emergence of long‑short strategies among domestic analysts. With regulatory approval of the Specialised Investment Fund route and increasing recognition of sell‑side research, analysts in India are setting new standards, outperforming peers in major global markets. At the centre of this shift are flagship long‑short funds, enabled by an April amendment that allowed mutual funds to engage in both long and short equity positions via the SIF framework. Industry leaders such as ICICI Prudential, SBI, Quant and ITI Mutual Funds are among the first to roll out these products. This structural innovation, viewed by asset managers as a game‑changer, allows strategic hedging and enhanced alpha generation in volatile conditions. Jatinder Pal Singh, CEO of ITI Mutual Fund, identifies the move as a watershed moment: 'We see a lot of potential in this category similar to what we have seen in alternative investment funds…'. Quantitative and hedge fund entrants—AlphaGrep, Abakkus and Carnelian—are also applying for SIF licences, signalling a rising tide of systematic strategies. ADVERTISEMENT The surge in long-short offerings emerges against a backdrop of changing investor sentiment and derivative market structures. While proprietary traders and retail continue to dominate derivatives trading—accounting for 52.3% and 33.6% respectively—domestic institutional participation remains minimal at just 0.2%. The launch of these funds is expected to usher in broader institutional adoption, reducing reliance on speculative flows. Simultaneously, foreign players are reassessing their exposure. Citigroup downgraded Indian equities to 'neutral' citing stretched valuations and slower earnings growth. Bank of America has flagged valuation concerns as part of seven headwinds to near‑term market performance, though it remains bullish on India's long‑run structural strengths. Morgan Stanley echoes this optimism, describing the market as undervalued and promising for patient investors. At the nexus of these developments, sell‑side analysts play a pivotal role. Their long‑short models provide more nuanced insights, enabling differentiated strategies compared to conventional long‑only approaches. This evolution mirrors practices in advanced markets, where close analyst coverage is integral to informed decision‑making. International observers are taking note. Carson Block, known for his critical research into Chinese markets, is considering launching a long‑short or long‑only fund in India, citing opportunities in corporate transparency and leveraging tax-friendly jurisdictions like GIFT City. His interest signals growing confidence in the depth and potential of India's equity ecosystem. The broader equities landscape reflects these shifts. Foreign institutional investors are ramping up bearish positions in derivatives, signalling caution amid valuation concerns and global uncertainties. Concurrently, new equity supply is expanding, with a surge in IPOs and share sales reflecting a 14% rise in benchmark indices over the preceding six months. Analysts warn that without strong institutional demand, this wave may trigger volatility. ADVERTISEMENT Experts argue the timing could not be better for long‑short funds. As valuations plateau and geopolitical uncertainty remains — including Middle East tensions affecting crude prices — the ability to manage risk through hedging becomes decisive. Fund managers are betting that structured strategies will better manage these headwinds. At the same time, India's growing affluent class—from double‑digit income growth to rising equity allocation—adds tailwinds. Wealth managers like 360 One are expanding advisory services amid rising assets under management, reflecting the country's broader push toward financial sophistication. The development of long‑short funds aligns with these trends, offering differentiated solutions to high‑net‑worth investors seeking yield in uncertain markets. Yet challenges remain. Institutional engagement in derivatives must scale meaningfully to support product viability. Regulators and market infrastructure will need to adapt, ensuring transparency and risk‑management frameworks keep pace. Moreover, investor education is critical; long‑short strategies are complex and require a clear understanding of leverage, margin risk and counterparty exposures. Nonetheless, the direction is clear: Indian equity markets are transitioning from conventional long‑only investing to embrace multi‑directional strategies, leveraging deep local research and structural innovation. With the SIF framework opening doors for long‑short funds, analysts are stepping into roles once reserved for global peers. As Citi tones down enthusiasm and global investors tread cautiously, India's analysts are sharpening tools that could redefine the domestic landscape—and perhaps export this model abroad.
Emirates 24/7
09-07-2025
- Business
- Emirates 24/7
The BRICS Summit concludes with the signing of the largest agreement, valued at over $100 billion, between two parties from Brazil and the UAE
The 17th BRICS Summit concluded yesterday, attended by a delegation from the United Arab Emirates led by His Highness Sheikh Khaled bin Mohamed bin Zayed Al Nahyan, Crown Prince of Abu Dhabi. During the summit, His Highness met with His Excellency Luiz Inácio Lula da Silva, President of the Federative Republic of Brazil, during which they discussed further advancing bilateral relations, building on the deep-rooted and longstanding ties between the two nations, which form a solid foundation for expanding cooperation across vital sectors in support of sustainable development goals and shared interests. The ongoing cooperation between the UAE and Brazil has led to the signing of the largest economic Memorandum of Understanding at the 17th BRICS Summit to launch a development investment fund valued at over US$100 bn. The agreement was signed between Abu Dhabi Investment Group (ADIG), which established one-third of the banking sector in the UAE, and Banco do Brasil S.A., an institution with a history spanning more than 200 years, and it is the largest bank in Brazil and Latin America. The signing was attended by His Excellency Zayed bin Rashid bin Aweidha Al Qubaisi, CEO of ADIG, and Ms. Tarciana Medeiros, President of Banco do Brasil S.A. This agreement seeks to set up the largest development investment fund of its kind among BRICS countries to support strategic development projects across sectors such as industry, agriculture, real estate, technology, environment and recycling, energy, retail, infrastructure, healthcare, education and training, transportation, trade, public debt instruments, and more. It reflects both parties' commitment to foster sustainable development and responsible investment at the international level. The signing marks the first executive step following the agreement reached at the G20 Summit in Rio de Janeiro during the meeting between His Excellency Zayed bin Aweidha and President Lula da Silva, where they agreed to establish this investment fund exceeding USD 100 billion, which will be invested in the Brazilian economy as well as other countries, in line with BRICS' vision to build strong and sustainable global economic partnerships. Commenting on the event, His Excellency Zayed bin Aweidha affirmed that the signing of the agreement reflects the UAE's firm commitment to strengthening international economic cooperation, particularly with BRICS countries. He praised the active role played by the UAE's wise leadership in consolidating the country as a reliable global economic partner and a key supporter of sustainable development initiatives at the international level. This agreement is anticipated to open new horizons for UAE-Brazilian cooperation and contribute to supporting the UAE's efforts in global food security and high-impact investments in line with sustainable development goals, reinforcing the UAE's presence as a key international partner in molding the future of the global economy. Follow Emirates 24|7 on Google News.
Zawya
08-07-2025
- Business
- Zawya
The BRICS Summit concludes with the signing of the largest agreement, valued at over $100bln
The 17th BRICS Summit concluded yesterday, attended by a delegation from the United Arab Emirates led by His Highness Sheikh Khaled bin Mohamed bin Zayed Al Nahyan, Crown Prince of Abu Dhabi. During the summit, His Highness met with His Excellency Luiz Inácio Lula da Silva, President of the Federative Republic of Brazil, during which they discussed further advancing bilateral relations, building on the deep-rooted and longstanding ties between the two nations, which form a solid foundation for expanding cooperation across vital sectors in support of sustainable development goals and shared interests. The ongoing cooperation between the UAE and Brazil has led to the signing of the largest economic Memorandum of Understanding at the 17th BRICS Summit to launch a development investment fund valued at over US$100 bn. The agreement was signed between Abu Dhabi Investment Group (ADIG), which established one-third of the banking sector in the UAE, and Banco do Brasil S.A., an institution with a history spanning more than 200 years, and it is the largest bank in Brazil and Latin America. The signing was attended by His Excellency Zayed bin Rashid bin Aweidha Al Qubaisi, CEO of ADIG, and Ms. Tarciana Medeiros, President of Banco do Brasil S.A. This agreement seeks to set up the largest development investment fund of its kind among BRICS countries to support strategic development projects across sectors such as industry, agriculture, real estate, technology, environment and recycling, energy, retail, infrastructure, healthcare, education and training, transportation, trade, public debt instruments, and more. It reflects both parties' commitment to foster sustainable development and responsible investment at the international level. The signing marks the first executive step following the agreement reached at the G20 Summit in Rio de Janeiro during the meeting between His Excellency Zayed bin Aweidha and President Lula da Silva, where they agreed to establish this investment fund exceeding USD 100 billion, which will be invested in the Brazilian economy as well as other countries, in line with BRICS' vision to build strong and sustainable global economic partnerships. Commenting on the event, His Excellency Zayed bin Aweidha affirmed that the signing of the agreement reflects the UAE's firm commitment to strengthening international economic cooperation, particularly with BRICS countries. He praised the active role played by the UAE's wise leadership in consolidating the country as a reliable global economic partner and a key supporter of sustainable development initiatives at the international level. This agreement is anticipated to open new horizons for UAE-Brazilian cooperation and contribute to supporting the UAE's efforts in global food security and high-impact investments in line with sustainable development goals, reinforcing the UAE's presence as a key international partner in molding the future of the global economy.
Irish Independent
30-05-2025
- Business
- Irish Independent
€50 million plan to create 5,000 jobs in Ireland's West and North West unveiled
Minister for Rural and Community Development and the Gaeltacht, Dara Calleary officially launched the Western Development Commission's new five-year strategy 'Unlocking Potential, Driving Change: A Strategy for Regional Growth and Collaboration 2025–2029' in Ballina, Co. Mayo. The strategy outlines a roadmap to position Ireland's West and North West as national leaders in innovation, digital transformation, and inclusive growth, with collaboration at its core. The strategy marks the next phase in the WDC's evolution, building on over 25 years of impact across enterprise, investment, and community development. It reflects a confident, tested regional model, now entering its most ambitious chapter. Minister Dara Calleary said: 'This is a roadmap for real impact. It shows how strategic collaboration and local leadership can turn national ambition into local opportunity. The Western Region is not waiting for change - it plans to shape it. The strategy aligns with Our Rural Future, the Governments rural development policy, and reinforces this Government's commitment to balanced regional growth, innovation, and inclusive economic opportunity across Ireland.' 'This is not a new beginning, it's the next step,' said Allan Mulrooney, CEO of the WDC. 'We've co-created a strategy that is both ambitious and grounded in what already works. In the years ahead, talent, not geography will shape the West's future. But talent needs the right conditions to thrive. That's why this strategy focuses on investing in high-potential companies, supporting resilient communities, and testing scalable solutions for rural Ireland. From AI to climate action, social enterprise to creative industries—we're building the platforms to turn regional potential into long-term impact.' The strategy is structured around four interconnected growth drivers—each designed to deliver outcomes: Heritage – safeguarding cultural and natural assets while fostering innovation rooted in place. Horizons – embracing global opportunities and scaling sectors like MedTech, renewable energy, AgriTech, and the creative economy. Harnessing Talent – supporting flexible work, digital skills, AI readiness, and inclusive careers across all life stages. Hubs – enabling collaboration and connectivity through a dynamic network of physical and digital infrastructure. To translate ambition into measurable impact, the strategy sets out a suite of key targets for 2025–2029, including: Investing €50 million in the region—€35 million through the WDC's evergreen Investment Fund and €15 million from EU funding sources. Supporting the creation of 5,000 jobs through enterprise and regional development projects. Reaching 400 Connected Hubs and evolving the network as a platform to deliver AI upskilling, digital transformation, and climate action directly into communities. Delivering over 100 high-impact projects across SMEs, social enterprises, and the creative sector through the Investment Fund and supporting a further 1,000 SMEs through EU-funded programmes. Reaching an annual audience of 1 million through initiatives that globally promote the Western Region. Eugene Cummins, Chairperson of the WDC, said: 'Unlocking regional potential takes more than investment, it takes cohesion. This strategy is a product of deep collaboration across sectors and communities. It reframes rural Ireland not as the periphery, but as a place of real and rising potential.' Over the next five years, the WDC will work closely with government departments, local authorities, enterprise agencies, communities, and academic institutions to ensure the region progresses as a unified whole, while recognising that different areas, particularly the Northwest, require tailored approaches. In a time of rapid change, where the way we work, climate resilience, and evolving technologies are reshaping every region, Unlocking Potential, Driving Change lays the foundation for inclusive, resilient, and future-focused growth. It is a strategy that brings policy, people, and possibility into alignment for the West, and for the country. The Western Development Commission operates under the auspices of the Department of Rural and Community Development and the Gaeltacht.
Business News Wales
13-05-2025
- Business
- Business News Wales
Development Bank Supports Buyout at Financial Services Business
An independent advisory business looking to buy out a retiring director has been supported with a £325,000 loan from the Development Bank of Wales, via the Wales Flexible Investment Fund. Premier Commercial Wealth Management is an FCA-authorised business providing financial advice and services to businesses across South Wales on pensions, investments and tax planning. It was set up by former HSBC colleagues Jonathan Williams, Paul Tracey and Jeremy Reed in 2012, and has since gone on to advise businesses and manage funds for a number of providers. With the upcoming retirement of outgoing director Jeremy, fellow directors were keen to find a way of continuing the business while allowing him to step back. Jonathan Williams at Premier said: 'We were keen to look at routes to buy out our fellow director – Jeremy wanted to plan for retirement, while Paul and I wanted to carry the business on. The loan from the Development Bank has meant we've been able to follow the option of a buyout within the business, while doing so in a way which is aligned with our longer-term planning. 'We're a fiercely independent business, and each of us directors have had long careers in banking and finance. We know how difficult it can be to get a loan which suits what you need, without also possibly compromising your own plans. 'But the support we had from Sally at the Development Bank was brilliant – she was first class, from start to finish, and supported us through everything we needed to do.' Sally Phillips, Investment Executive at the Development Bank of Wales, said: 'It was a pleasure to work with Jonathan and the team at Premier Commercial Wealth Management in realising their plans as Jeremy looks ahead at retirement. We're glad to have provided them with flexible and targeted support, and wish them the best with their continued growth.' Financed by Welsh Government, the Wales Flexible Investment Fund is for deals between £25,000 and £10 million. Loans, mezzanine finance, and equity investments are available for Welsh businesses with terms of up to 15 years.
