Infra funds surge 19% in 3 months; rate cut hopes, defence rally fuel sharp rebound
After months of tepid performance, infrastructure mutual funds are back in the spotlight—delivering some of the highest returns in the last quarter among thematic fund categories. A combination of expected rate cuts and a rally in defence-linked infrastructure stocks has triggered a sharp turnaround, pulling the segment out of a prolonged slump.
According to the latest data,
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Buffett Wins the Hare vs Tortoise Race, Again
ARK Invest (ARKK) was a darling of Wall Street for several years. It focused on disruptive technologies and its promise to outperform the market attracted enormous interest. Then interest rates rose and growth stocks fell out of favor. Since then, Berkshire Hathaway (BRK.A)(BRK.B) has been slowly but surely overtaking ARK Invest,
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