Latest news with #NikhilAdvani
Mint
22-06-2025
- Business
- Mint
Investors shift to European markets as Trump tariffs, economic data fuel uncertainty in US stocks, says LGT's Advani
For over a decade, the US market and growth stocks have dominated most portfolios, with the magnificent 7 stocks giving outsized returns to investors. However, the US is currently facing a confluence of challenges and there has been broad weakness in US assets, as equities, bonds and the US dollar have weakened this year. Tariff-induced inflation, fiscal imbalances, and signs of labor market cooling are contributing to an environment of heightened uncertainty and instability. With this backdrop, investors have started to look beyond the US, with Europe seeming like a preferred market for multiple reasons. The valuation of European equities remains undemanding, even after the run up this year. Governments are ramping up spending on infrastructure and defence, and this fiscal regime shift should benefit companies in construction and materials, real estate, telecom and utilities. Germany has taken a lead in fiscal stimulus by announcing a EUR 500 billion spend to bolster national security, infrastructure development and green transition. This could spread further across Europe. De-escalation of US-China trade tensions is a positive for Europe which has significant exposure to both US and China. European banks have strengthened their capital bases due to robust earnings in recent years, and are well-positioned to navigate the recalibrating European economy. Likewise, European insurance companies maintain stable income streams and strong solvency ratios. This offers substantial buffer to mitigate potential impacts from geopolitical uncertainties. The strengthening fundamentals of European regions demonstrated through Q1 company earnings beat (57% of the companies reported earnings beats, the fifth straight quarter of above long-term average proportion of beats) also support the investment case for European equities. While EPS revisions have faced pressure due to trade policy uncertainties and global macroeconomic concerns, the trend appears to stabilize as tensions ease. The European Central Bank has cut interest rates 8 times in a year, acknowledging that inflation is in control and within reach of it's 2% target. The Euro has strengthened over 10% against the dollar this year and is close to a 3-year high, signalling optimism toward the European economy. In conclusion, renewed interest in European equities is being driven by both domestic and international capital flows, signalling growing confidence in the region's prospects. Additionally, international investors are diversifying away from US assets due to factors like policy uncertainty and tariff risks, further boosting capital inflows into European markets. The author, Nikhil Advani, is the Managing Director of International Business at LGT Wealth India. Disclaimer: The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making investment decisions.
Economic Times
09-06-2025
- Entertainment
- Economic Times
'We don't trust you': Director associated with four Shah Rukh Khan movies reveals why Bollywood lost its core audience
Who Is Nikhil Advani? Veteran filmmaker Nikhil Advani recently shared his thoughts on what has led Bollywood to lose its touch with the current generation. In a recent interview, Advani said that there is currently a huge trust deficit between the audience and filmmakers.'I think there is a complete distrust right now between the audience and the filmmaker. Basically, the audience is saying, 'Whatever you say, we don't trust you…' He told Hindustan Times. He also hinted that the audience has also lost faith in film reviews to be accurate and the same interview, the filmmaker admitted that there has been a steady decline in theatrical revenue since the COVID-19 the work front, Advani is one of the four executive producers behind debutante director Karan Tejpal's movie Stolen. The movie, which initially released in 2023, made its digital debut on Amazon Prime Video and has been met with rave reviews. The movie narrates the story of two brothers who witness a heart-wrenching scene: a helpless mother's baby is snatched away before her eyes. Stirred by a deep sense of justice, one brother urges the other to step in and support the grieving woman. What begins as a moment of compassion soon spirals into a dangerous pursuit, as the brothers plunge into an intense and risky investigation to uncover the truth and reunite the mother with her stolen movie features an ensemble cast led by Abhishek Banerjee Advani is a prominent film director. His directorial debut, ' Kal Ho Na Ho ,' which starred Shah Rukh Khan and Preity Zinta in lead roles, became one of the biggest hits of 2003. Some of his other works include 'Chandni Chowk To China,' 'Salaam E Ishq', 'Patiala House,' was also associate director for other Shah Rukh Khan-starrers such as 'Kuch Kuch Hota Hai', 'Mohabbatein', 'Kabhie Khushie Kabhie Gham'.Along with his sister Monisha, he runs a successful production house, Emmay Entertainment
Time of India
09-06-2025
- Entertainment
- Time of India
'We don't trust you': Director associated with four Shah Rukh Khan movies reveals why Bollywood lost its core audience
Nikhil Advani believes Bollywood is facing a crisis of trust with its audience, leading to declining theatrical revenue post-pandemic. He suggests viewers distrust filmmakers and film reviews. Advani is an executive producer for 'Stolen,' a film about two brothers' dangerous pursuit to reunite a mother with her stolen child, now available on Amazon Prime Video. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Who Is Nikhil Advani? Veteran filmmaker Nikhil Advani recently shared his thoughts on what has led Bollywood to lose its touch with the current generation. In a recent interview, Advani said that there is currently a huge trust deficit between the audience and filmmakers.'I think there is a complete distrust right now between the audience and the filmmaker. Basically, the audience is saying, 'Whatever you say, we don't trust you…' He told Hindustan Times. He also hinted that the audience has also lost faith in film reviews to be accurate and the same interview, the filmmaker admitted that there has been a steady decline in theatrical revenue since the COVID-19 the work front, Advani is one of the four executive producers behind debutante director Karan Tejpal's movie Stolen. The movie, which initially released in 2023, made its digital debut on Amazon Prime Video and has been met with rave reviews. The movie narrates the story of two brothers who witness a heart-wrenching scene: a helpless mother's baby is snatched away before her eyes. Stirred by a deep sense of justice, one brother urges the other to step in and support the grieving woman. What begins as a moment of compassion soon spirals into a dangerous pursuit, as the brothers plunge into an intense and risky investigation to uncover the truth and reunite the mother with her stolen movie features an ensemble cast led by Abhishek Banerjee Advani is a prominent film director. His directorial debut, ' Kal Ho Na Ho ,' which starred Shah Rukh Khan and Preity Zinta in lead roles, became one of the biggest hits of 2003. Some of his other works include 'Chandni Chowk To China,' 'Salaam E Ishq', 'Patiala House,' was also associate director for other Shah Rukh Khan-starrers such as 'Kuch Kuch Hota Hai', 'Mohabbatein', 'Kabhie Khushie Kabhie Gham'.Along with his sister Monisha, he runs a successful production house, Emmay Entertainment
India Today
25-04-2025
- Entertainment
- India Today
A burst of patriotic fervour
For the past few years, all Nikhil Advani has been doing is directing dhoti-kurta-clad men rallying for freedom. He doesn't mind being labelled the chief chronicler of India's colonial history. It started with SonyLIV's Freedom at Midnight (2024-) whose second season will drop later this year, and continues with Amazon Prime series Revolutionaries, which he is currently shooting. 'History fascinates me, especially this period. We cannot erase history. We should allow people to understand it and not take it for granted,' Advani says, as he gets ready for a night shift of Revolutionaries unfolding on a sprawling set in Madh Island in Mumbai. If Freedom at Midnight captured how India's greatest leaders like Mahatma Gandhi, Jawaharlal Nehru and Sardar Vallabhbhai Patel banded together for India's independence, Revolutionaries, Advani says, centres on a group of young boys with a more straightforward mission—'We will not ask them [the British] to leave, we will just throw them out.' Kesari Chapter 2 (2025)
