Author: Jordan

Thomas Cook (India) Limited has launched its India Forex Report 2026, offering insights into how Indian consumers are purchasing, carrying and spending foreign exchange across leisure travel, overseas education and corporate travel. Based on Thomas Cook India’s forex transaction data for April 2025 to March 2026, the report captures emerging shifts across consumer demographics, travel corridors, purchase journeys, payment preferences and overseas spending. The findings point to an increasingly diversified Indian forex market, shaped by rising demand from emerging cities, younger digital-first consumers, evolving travel planning cycles and growing preference for secure and convenient payment solutions. India Forex Report 2026…

UK Finance has released its latest mortgage arrears and possessions data for Q2 2026, which highlighted continuing lender support for customers facing financial difficulty. There were 77,940 homeowner mortgages in arrears of 2.5% or more of the outstanding balance in the second quarter of 2026, which was 1% fewer than in the previous quarter. The quarterly improvement was much greater for buy-to-let mortgages where there were 8,390 buy-to-let (BTL) mortgages in arrears of 2.5% or more of the outstanding balance in the second quarter of 2026, which was 6% fewer than in the previous quarter. Possession numbers decreased in Q2…

Key Takeaways AFCG generated Q2 2026 net investment income of $3.5 million, or $0.15 per weighted average common share, providing three times coverage of its $0.05-per-share distribution. Net asset value increased $0.35 sequentially to $8.25 per share. The increase included $0.17 per share of accretion from repurchasing shares below NAV. The investment portfolio had a fair value of $290 million across 17 companies at June 30, up from $279 million across 15 companies at March 31. All investments were senior secured first-lien debt. The weighted average portfolio yield, excluding non-accrual loans, was 13.2%. AFCG funded $17 million during the quarter…

Aug 14, 2026 Artificial intelligence infrastructure has crossed a threshold, moving from a niche investment theme into a fully recognized asset category. This shift is underscored by Nvidia’s successful assembly of a $500 billion private capital pool, drawing participation from several of the world’s most prominent financial institutions. Nvidia’s chief executive, Jensen Huang, stated on Tuesday that he approached just six firms for the half-trillion-dollar initiative, and all six agreed to participate.According to Safwan Mirza, an equity analyst at Mirabaud Wealth Management, AI infrastructure is now able to secure financing through conventional institutional channels, rather than depending primarily on Nvidia,…

Latest data from UK Finance has found that residential and buy-to-let mortgage arrears and possessions fell in Q2 2026. A total of 1,150 homeowner mortgaged properties were taken into possession, an 8% fall from the previous quarter and a 14% decrease compared with the same period a year earlier. There were 630 buy-to-let mortgaged properties taken into possession during the quarter, down 22% from Q1 and 20% compared with a year earlier. UK Finance said possessions currently taking place mostly involve older mortgages, with more than two-thirds relating to mortgages arranged at least 10 years ago. The number of mortgaged…

Technology’s weight in mutual fund portfolios was recorded at 6.6% in July marking a 70- basis point month on month increase, according to a report by Motilal Oswal Financial Services. The report further showed that the weight in technology sector by mutual funds in July 2025 was 8% indicating a decrease of 140 basis points year-on-year basis.A sign of improving sentiment?The increase in technology allocation leaves investors wondering if the fund managers are finding valuations more comfortable after the sector’s underperformance and is this the sign of improving sentiment or a tactical increase and whether the buying is broad-based or…

Banks are rolling out a range of consumer-focused offers ahead of the festive season, covering credit cards, electronics purchases, overseas spending, loans and deposits.The latest offers from BOBCARD, HSBC India and YES Bank come ahead of key spending periods including Independence Day, Raksha Bandhan and Onam, as banks seek to tap into higher consumer activity during the season.BOBCARD, the credit card arm of Bank of Baroda, has introduced offers on electronics across brands such as Samsung, Sony, TCL, Haier, Oppo and HP. The offers include discounts and cashback on products such as televisions, refrigerators, washing machines, air conditioners, smartphones and…

Mohammed Saif Al Sowaidi – CEO of QIA. Image courtesy: QIA QIA expands its Active Management Initiative through an investment in Lesha Qatar Equity Fund. Press Release The partnership reflects QIA’s commitment to strengthening Qatar’s financial sector and supporting local asset managers, with Lesha becoming the first locally managed fund. The investment advances QIA’s efforts to promote diversified capital markets and long-term economic growth in Qatar. Doha: QIA today announced its investment in Lesha Qatar Equity Fund.Lesha Bank is a Qatar-based Shari’a compliant investment bank founded in 2008. The Fund is focused on…

US producer prices are expected to rise modestly, which keeps pressure on company input costs even as consumer inflation cools. That gap can reward businesses that grow earnings faster than their expenses. Healthy high growth potential stocks that are also in solid financial shape can stand out when pricing power matters. This article highlights 3 stocks from the screener that analysts see as well placed in this backdrop. The three companies covered below are only a sample from this theme, and the full screen surfaced 134 more stocks with similarly strong growth stories that are not discussed here. To see…

“The reduction in mortgage arrears and repossessions is welcome, but affordability remains a challenge for many across the housing market.”- Ian Harris – Propertymark Buy-to-let mortgage arrears have fallen by 6% quarter-on-quarter in Q2 2026, with 8,390 in arrears of 2.5% or more of the outstanding balance, according to the latest data from UK Finance. There were 2,980 BTL mortgages in the lightest arrears band, representing between 2.5 and 5% of the outstanding balance, 7% lower than the previous quarter. Mortgages in arrears accounted for 0.44 per cent of all buy-to-let (BTL) mortgages outstanding in the second quarter…