Opening Recap
Market Commentary
Everyone’s fixated on that “coiled spring” narrative from “Samvat 2082: Bajaj Finserv AMC’s Nimesh Chandan says market like a coiled spring, poised for a rerating” (The Times of India), but they’re missing the real kicker: yield hunters are underestimating state-owned enterprise reforms in emerging markets. SIGA’s boss is pushing a privatization wave in Ghana (Thechronicle.com.gh), and if that spreads to India or Latin America, dividend ETFs could get takeover premium injections. That’s where true alpha lives, not in beaten-down tech calls.
On the surface, Anarock’s projection that Indian retail REITs may swell to ₹60,000–₹80,000 crore by 2030 (The Times of India) seems worlds apart from Vox’s hire of Astead Herndon from The New York Times (Mediagazer.com). But both moves are about securing recurring cash flows—one through shopping-mall distributions, the other via premium subscriber content. Stacking a covered-call overlay on a global retail REIT ETF while betting on media-sector CEFs marries tangible yield with reliable ad revenue.
Action time: trim naked equity bets and redeploy into blue-chip corporate bonds (Economic Times) and covered-call vehicles anchored by steady outlets—retail REITs plus media CEFs. Keep dry powder for any pullback once CPI prints, because that’s when you back up the truck. If you’re not ready to pounce on these niche income plays, you’ll watch others scoop up the real opportunities.
📈 Breaking Financial News
Learn With ETMarkets: Why blue-chip corporate bonds are gaining popularity in 2025
In 2025, AAA and blue-chip corporate bonds are gaining popularity as investors seek stable, predictable returns that outperform fixed deposits. High credit quality, attractive yields, low volatility, and improved liquidity make them a preferred choice for…
Indian retail REIT can become a Rs 60,000–Rs 80,000 crore market by 2030: Anarock
Indian retail REITs are poised for significant growth, projected to reach Rs 60,000–Rs 80,000 crore by 2030, forming a substantial portion of the overall REIT market. As Grade A malls mature into stable assets, 2-3 new retail REITs are expected to launch, mir…
Samvat 2082: Bajaj Finserv AMC’s Nimesh Chandan says market like a coiled spring, poised for a rerating
India’s stock market is set for a rerating in Samvat 2082, says Nimesh Chandan, CIO, Bajaj Finserv Asset Management. With “markets like a coiled spring,” he expects a revival driven by consumption, metals, and real estate. From steady Nifty earnings to sector…
Bloom Energy’s stock is up 1,000% in a year because its fuel cells are solving AI’s data center power problem
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Vox hires Astead Herndon from the NYT to host a new video podcast and serve as editorial director starting on October 20
Natalie Korach / Status: Vox has poached Astead Herndon from The New York Times to host a new video podcast and serve as editorial director starting on October 20, a significant loss for the NYT.
The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative “underground” energy story in America.
🔍 Market Analysis & Insights
Business Process Outsourcing (BPO) Market Anticipated at USD 732.86 Billion by 2033 Amid Rising Automation and Digital Adoption | Research by SNS Insider
The Business Process Outsourcing (BPO) Market is expanding steadily as organizations embrace outsourcing for IT, customer support, and financial operations to enhance efficiency, streamline workflows, and leverage digital transformation initiatives. The Busin…
Solana Price Nears Breakout as VanEck Updates ETF Plan and Institutional Buying Surges
The Solana price is edging closer to a potential breakout as institutional demand accelerates and asset manager VanEck refines its spot Solana (SOL) ETF proposal with the U.S. Securities and Exchange Commission (SEC). Related Reading: BNB Chain Partners With …
Bitcoin Bull Run Coming To An End: Cycle Peak Countdown Signals 99.3% Completion
After a turbulent few days, Bitcoin (BTC) has resumed its downtrend, currently retracing toward $111,000. This marks a 12% decline from its recent peak of $126,000, which raises concerns among market experts who suggest that the bull run may be closer to its …
Municipality Finance issues a USD 25 million tap under its MTN programme
Municipality Finance Plc Stock exchange release 16 October 2025 at 10:00 am (EEST) Municipality Finance issues a USD 25 million tap under its MTN programme.
WBD announces a multi-year partnership with the South Korean media company CJ ENM with the primary goal of creating a K-drama pipeline for HBO Max
Loree Seitz / The Wrap: WBD announces a multi-year partnership with CJ ENM to create a K-drama pipeline for HBO Max, giving subscribers access to TVING's scripted and unscripted content in early 2026.
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💰 Investment Opportunities
K.M. and the regulation about the Unknown Soldier, PASOK aiming for bronze (after Tsipras), the nerves of the MPs, Grimaldi and Syvota, the German and Wahba
IMF: Greek meetings at Joe’s Steakhouse The post K.M. and the regulation about the Unknown Soldier, PASOK aiming for bronze (after Tsipras), the nerves of the MPs, Grimaldi and Syvota, the German and Wahba appeared first on ProtoThema English.
Markets/Coverages: HSB Canada Launches Cyber Insurance Coverage for Businesses
HSB Canada, a specialty insurer and part of Munich Re, introduced HSB CyberPro™, a new solution that provides comprehensive insurance coverage and services for businesses. HSB CyberPro combines specialized cyber claims service, active threat monitoring, and r…
The 4% Rule and Saving for an Early Retirement
Answering listener questions where we talk about methods to save up for an early retirement, how to calculate the 4% rule, and how to think about capital preservation. The post The 4% Rule and Saving for an Early Retirement appeared first on The White Coach Investor.
Warner Bros. Discovery and CJ ENM Form Strategic Partnership to Expand K-Content Reach
Warner Bros. Discovery and CJ ENM have revealed a sweeping multi-year partnership that will bring a pipeline of Korean drama and entertainment to HBO Max subscribers across Asia Pacific, marking one of the most significant collaborations between a Hollywood s…
SIGA Boss suggests overhaul of State-Owned Enterprises to boost profitability
The Acting Director-General of the State Interests and Governance Authority (SIGA), Prof. Michael Kpessa-Whyte, has called for a drastic shift in how Ghana’s State-Owned Enterprises (SOEs), Joint Venture Companies (JVCs), and Other State Entities (OSEs) are m…
After AI: The new stocks set to soar in 2025
AI… Crypto… Quantum Computing… What stocks are next up to soar in 2025? I believe I've found the answer – and it might surprise you.
