by Nikhil Kumar | Sep 15, 2025 | Investment Analysis
Introduction: Oracle in the Spotlight Oracle Corporation (ORCL), traditionally known for its database software and enterprise solutions, has suddenly shot to the front rows of the AI/cloud race. The trigger: a $300 billion, five-year agreement to provide computing...
by Nikhil Kumar | Aug 25, 2025 | Investment Analysis
What Happened? In mid-August 2025, the European Union confirmed its decision to impose higher tariffs on Chinese electric vehicles (EVs), citing unfair subsidies and concerns about market distortions. BYD, one of China’s largest EV manufacturers and a leading global...
by Nikhil Kumar | Aug 25, 2025 | Uncategorized
Introduction: Adyen in the Spotlight Adyen (ADYEN.AS), the Amsterdam-listed payments processor, has been one of Europe’s most closely watched fintech companies. Known for its high-margin business model and strong relationships with merchants like Uber, Spotify, and...
by Nikhil Kumar | Aug 14, 2025 | Investment Analysis
Navigating a Mixed Macro Tape Over the past two weeks, Europe’s equity markets have juggled contrasting signals — robust earnings from major insurers versus a deeper-than-expected industrial contraction. The STOXX 600 hit a two-week high on financial sector strength,...
by Nikhil Kumar | Aug 14, 2025 | Investment Analysis
Executive Summary As of August 14, 2025, the EU and U.S. agreed to a 15% tariff on autos and auto parts, easing worst-case scenarios but still weighing on profitability. Volkswagen (VOW) expects a €1.3 bn drag in H1 and has guided FY operating margin to 4–5%. 2....
