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ImpactFull Weekly - Indian Families building Global Empires

Welcome to this week's edition of ImpactFull Weekly, where we analyse strong and weak signals across asset classes, connecting the dots of what we are seeing unfold in the global markets.

Technical analysis: Rio Tinto consolidates below a descending line

The mining giant's shares are moving in a tense equilibrium, caught between nearby supports and resistances as investors await clearer direction.

Washington is taking a 10% stake in Intel

President Donald Trump announced on Friday that the US government would acquire a 10% stake in Intel. This move marks a direct and unprecedented intervention by the government in a major national...

Jerome Powell charts a cautious course in Jackson Hole and presents the Fed's new strategy

The Federal Reserve chairman emphasized the need to strike a balance between inflation and employment, as the US economy is being affected by tariffs, stricter immigration policies, and budget...

MarketScreener's roundup: mixed signals from the US economy and wind no longer blowing in Germany's sails

It is difficult to read the US economy at present as the indicators are so contradictory. This week provides another illustration of this: the manufacturing PMI has reached its highest level since...

Berkeley Group at a crossroads as resilient results clash with weak market faith

Berkeley Group has delivered another year of steady earnings, but the market remains unconvinced. Despite management's reassurances and long-term strategy, the stock continues to lag, underscoring the...

Technical analysis: Deckers Outdoor's record year clouded by tariff threat

Deckers Outdoor has just delivered the strongest financial performance in its history, but the glow of record margins and double-digit sales growth is being dimmed by looming tariff risks. Management...

Who will be the next trillion-dollar giant? (part 2)

GAFAM , or their expanded versions BAATMMAN or the Magnificent Seven , share a number of fundamental characteristics that explain their stockmarket and economic dominance. Recognizing these...

Revolution Beauty brings back co-founder as CEO in bold turnaround plan

Revolution Beauty has reinstated co-founder Tom Allsworth as chief executive, drawing a line under months of uncertainty by abandoning its sale process and launching a fresh equity raise. The...

Technical Analysis: stock Cisco Systems consolidates above its support

After solid gains over the past year, the stock is running out of steam in the near term. However, the trend remains supported by a key technical base, which acts as a line of defense against...

The promise of American economic freedom overshadowed by central control

A new wind of economic interventionism is blowing through the US economy. While economic liberalism is seen as the cornerstone of US policy, Donald Trump is redrawing its contours.

Towards US government involvement in Micron?

Following recent revelations about a possible Trump administration stake in Intel, rumors are intensifying that Washington is adopting a more interventionist stance, with Micron possibly next on the...

Pearson faces softer momentum despite solid cash flow

Pearson has delivered another set of steady half-year results, showing resilience in both profit and cash generation. Yet, the shares remain weighed down by persistent investor caution, reflecting...

Strategy: Saylor's secret weapon loses steam - Crypto review

Michael Saylor, who has become Bitcoin's most vocal advocate, is already adjusting the corporate financing rules he set just a few weeks ago. His bold plan-to trade massive sales of common stock for a...

The Fed faces a labor market conundrum

This week, all eyes are on Jackson Hole and Jerome Powell's speech. Between the September rate cut, the review of the monetary policy framework, and his own assessment of his two terms at the helm of...

ConocoPhillips Holds Firm on Guidance Despite Weaker Profits

ConocoPhillips posted softer second-quarter earnings as crude prices weighed on results, but management doubled down on its full-year production outlook and lifted its asset sale target - signaling...

CTS Eventim is not celebrating at all

Accustomed to a certain degree of volatility when it publishes its results, CTS Eventim is this time bearing the brunt of the market's wrath, penalized by sluggish profitability.

Valentino, soon to be owned by Kering, hires a sector heavyweight

Kering still owns only 30% of Valentino, but its full acquisition by 2028 has been contractually agreed. Many investors would like to see this contract renegotiated to allow Luca De Meo, the group's...

The four stocks that have dominated the S&P 500 in 2025

The main US index, the S&P 500, has risen by around 10% since the beginning of the year. This is a strong performance, but it pales in comparison to four stocks in particular, which are beating the...