(RTTNews) - Indian shares recovered from an early slide to end notably higher on Tuesday as the clock ticked towards a deadline that U.S. President Donald Trump has set to bomb Iranian power plants if it does not open the Strait of Hormuz.
(RTTNews) - Indian shares recovered from an early slide to end notably higher on Tuesday as the clock ticked towards a deadline that U.S. President Donald Trump has set to bomb Iranian power plants if it does not open the Strait of Hormuz.
As US President Donald Trump issued yet another ultimatum pressuring Iran into striking a peace deal, the two sides stood far apart amid a trust deficit, a guarantor vacuum and Israel’s role, analysts said. Trump extended the deadline for a deal calling on Iran to reopen the Strait of Hormuz until Tuesday 8pm Washington time – his third time doing so since the war began on February 28. Iran faced ...
As US President Donald Trump issued yet another ultimatum pressuring Iran into striking a peace deal, the two sides stood far apart amid a trust deficit, a guarantor vacuum and Israel’s role, analysts said. Trump extended the deadline for a deal calling on Iran to reopen the Strait of Hormuz until Tuesday 8pm Washington time – his third time doing so since the war began on February 28. Iran faced the “complete demolition” of its power plants and bridges if no deal was reached, Trump said on...
Singapore’s economy will inevitably be hit by the global energy crunch even though it is in a better position to deal with the crisis compared with its neighbours, according to analysts, as the city state unveiled a raft of measures to help households and businesses. The conflict in the Middle East has roiled supply chains and sent fuel prices soaring in Southeast Asia, with governments scrambling...
Singapore’s economy will inevitably be hit by the global energy crunch even though it is in a better position to deal with the crisis compared with its neighbours, according to analysts, as the city state unveiled a raft of measures to help households and businesses. The conflict in the Middle East has roiled supply chains and sent fuel prices soaring in Southeast Asia, with governments scrambling to enforce measures such as fuel caps and work-from-home mandates. Singapore ministers in...
AxelRedder/iStock via Getty Images In my last article, I wanted to explain the global electrification boom in recent years. The article was about American Electric Power ( AEP ), which seemed to be a very interesting option to participate in the mentioned boom, thanks to its powerful energy infrastructure based on coal and large investments in transmission. If you have some stock in AEP, I recomme...
AxelRedder/iStock via Getty Images In my last article, I wanted to explain the global electrification boom in recent years. The article was about American Electric Power ( AEP ), which seemed to be a very interesting option to participate in the mentioned boom, thanks to its powerful energy infrastructure based on coal and large investments in transmission. If you have some stock in AEP, I recommend keeping it. But I wouldn't add to my position, at least for now. AEP has a market cap of $71 billion, so it is a high quality option. These companies are very analyzed by the market that has already priced in their potential. That's why, sometimes the best opportunities are in companies of small and mid capitalization. In this case, I see that opportunity in Bowman Consulting ( BWMN ), an energy infrastructure construction company that is getting positioned in the electrification boom. With a market cap of $470 million, the company doesn't appear to have been viewed by the market as an attractive investment in Utilities ( XLU ). And that's because BWMN operates in four segments, each one with significant internal diversification. In the same way it builds streets, houses, and offices, it also provides full service solutions for power generation and data centers. Its low market cap also has some risks, such as a higher sensitivity to interest rates, but I believe the cost-benefit analysis is favorable. Besides, the company is trading below its peers while its backlog continues to grow. Bowman Consulting The electrification boom I want to go back just for a moment, to the electrification boom. I believe the Middle East conflict will, once again, demonstrate the need for energy diversification. Yes: It's not only an energy transition. I do believe the world needs more diversification. I would even say that greater energy diversification accelerates the transition to renewable sources. On the way to transition, I believe that to diversify is also to use non-renewable sources...
E_Y_E/iStock Unreleased via Getty Images Summary Following my coverage on American Eagle Outfitters, Inc. ( AEO ) in October 2025, for which I recommended a sell rating as I thought the valuation was too stretched relative to the underlying fundamentals, this post is to provide an update on my thoughts on the business and stock. In this update, I still see some of those issues, especially within t...
E_Y_E/iStock Unreleased via Getty Images Summary Following my coverage on American Eagle Outfitters, Inc. ( AEO ) in October 2025, for which I recommended a sell rating as I thought the valuation was too stretched relative to the underlying fundamentals, this post is to provide an update on my thoughts on the business and stock. In this update, I still see some of those issues, especially within the AE brand and around tariffs. But the recent performance was clearly better, led by strong Aerie momentum and some signs of improvement at AE. In my view, that weakens the bear case enough for me to move back to a hold rating. What got better My original bearish view was that AEO’s recovery was mostly bought through promotions and that its pricing power was weak; margin weakness was also visible, and the setup did not look like a sustainable turnaround. I also thought that Aerie had shown some green shoots, but it is not enough to move the needle, and the American Eagle [AE] brand itself still was not showing the kind of sales acceleration one would expect after all the noise around the celebrity campaigns. Looking at the recent developments, I’d say there is evidence to suggest my bearish view has weakened. I am not ready to turn bullish yet, but I also do not think the right stance is still bearish. Bloomberg One of the key developments here is Aerie. Previously, I said Aerie was not going to move the needle because it was only up 3%, but I am clearly wrong here. Aerie’s comp growth accelerated significantly to 23% in Q4 2025 , with new Aerie customers up 14% and brand awareness up 12% y/y. This wasn’t “bought” through celebrity campaigns but appears to be real organic demand, as it was broad-based across categories and channels. With this level of growth, Aerie is a game changer, especially as it is 40% of total revenue and the largest mix of adj. EBIT. This becomes an even more important growth anchor vs. AE, and there is now a strong angle that growth could potential...