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A walk with Bodo Ramelow

The world is going crazy, but there is surprising unity in the Bundestag's presidium. Bundestag Vice President Bodo Ramelow (Die Linke) gives Gordon Repinski a rare insight into cross-party cooperation, even during night shifts. It becomes clear what strategy the committee uses to counter the provocations of the AfD. Meanwhile, things are simmering in his own party…

Translated from German Read in German

We haven't written up this one. Politico EU has the full story — the link below goes straight to it.

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Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategy

As we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-cap stocks and the banking sector due to their better earnings prospects and attractive valuations.

  • Nitin Bhasin and Bharat Arora recommend defensive strategy for Samvat 2083
  • Large-cap stocks, banks, and debt favored over mid- and small-cap stocks
  • Cement identified as potential dark horse with recovery in cement spreads

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