Skip to content Skip to sidebar Skip to footer

Newsletter

Ujjwal Maheshwari

307 articles published

Uncategorized

Diversifying Portfolios with Digital Entertainment: Risks and Opportunities in Online Gaming Markets

Investors no longer rely only on traditional sectors. Smarter portfolios are now being influenced by tech, media, and entertainment. Digital entertainment stocks are some of them that grab attention. The market of online games is rapidly developing, driven by the use of mobile, the ability to stay connected, and sharp monetization strategies. Gaming is not…

ByUjjwal Maheshwari3 days ago0Comments

Uncategorized

Higher for Longer: What the 2026 Inflation Shock Means for Investors

The investment landscape in 2026 is being shaped by a mix of slower global growth, higher energy prices, and a return of inflation pressure that many markets had hoped was behind them. The IMF now projects global growth at 3.1% in 2026 and says inflation is expected to tick up before resuming its decline in…

ByUjjwal MaheshwariApril 21, 20260Comments

Uncategorized

Value vs Growth Investing: Which Strategy Should You Choose in 2026?

Every investor eventually faces a version of the same fundamental question: do you buy what is cheap, or do you buy what is growing? The debate between value and growth investing has occupied financial minds for decades, produced competing camps of devoted practitioners, and generated mountains of academic research — much of it contradictory. Both…

ByUjjwal MaheshwariApril 20, 20260Comments

Technology Tech Stocks

Against the Odds: What the Gambling Mindset Reveals About Investor Decisions

If you talk to any dedicated pokies player, they’re likely tell you the same thing: they can “feel” when a machine is about to pay out. The same thing is true of day traders. Many will swear they’ve found a pattern in stock charts that’s going to be instrumental in their hitting it big. Both…

ByUjjwal MaheshwariApril 17, 20260Comments

Tech Stocks Technology

Tungsten Mining NL, Watershed now carries the rerating case over Mt Mulgine scale

Tungsten Mining moved the story forward on 1 April by outlining a 175-hole, 15,000m drilling program at Watershed to define shallow high-grade tungsten zones for an accelerated development assessment. The immediate consequence is practical rather than promotional: investors now have a nearer-term test of whether Watershed can support a faster route to cash than the…

ByUjjwal MaheshwariApril 2, 20260Comments

Tech Stocks Technology

Larvotto Resources, Hillgrove restart timing now drives Larvotto’s value case

Can Larvotto’s Hillgrove antimony-gold restart into production by mid-2026 without permitting or execution slippage, because if it can, the company is sitting on what it says is Australia’s largest and most advanced antimony deposit with clear strategic value. The latest updates have been constructive, with plant refurbishment tracking on schedule and budget, PYBAR already underground, and…

ByUjjwal MaheshwariApril 2, 20260Comments

Mining Stocks

Arafura (ASX: ARU) $571m Cash, Nolans Now Trades on FID

Arafura Rare Earths (ASX: ARU) hinges near-term funding and FID risk at its Nolans Project versus the longer-term value of a fully permitted, integrated rare earths asset with binding offtakes, more than US$1bn of debt support assembled and A$571m of cash on hand at 31 December 2025. The latest updates show Nolans is edging closer to…

ByUjjwal MaheshwariApril 2, 20260Comments

Mining Stocks

AIC Mines needs Jericho delivery to unlock a larger Eloise

AIC Mines (ASX: A1M) has increased combined Eloise Project Ore Reserves by 14% to 10.2Mt and pushed Jericho underground development ahead of schedule, but the investment case still turns on whether those stronger reserves can be converted into timely, cost-controlled production through the expanded 1.1Mtpa Eloise plant. That is the core trade-off in the stock today:…

ByUjjwal MaheshwariApril 2, 20260Comments

Tech Stocks Technology

Acrow’s $256m pipeline now must translate into cleaner earnings

Acrow (ASX:ACF) investment case comes down to whether its record $256.0m hire revenue pipeline and unprecedented Jumpform and Screens order books can outweigh the near-term drag from softer first-half margins and elevated debt after growth capex. That tension sharpened on 1 April when management confirmed FY26 guidance of $315m to $325m in revenue and $80m…

ByUjjwal MaheshwariApril 2, 20260Comments

Tech Stocks Technology Uncategorized

Actinogen Medical now has cash to reach its pivotal Alzheimer’s readout

Actinogen Medical (ASX:ACW) investment case is a simple trade-off between funding and execution risk over the next seven months and the potential value of Xanamem if its pivotal XanaMIA Alzheimer’s trial delivers in November 2026. That tension eased materially after the company raised $16.8m in February, lifting pro forma cash to about $29.5m and extending…

ByUjjwal MaheshwariApril 2, 20260Comments

the Kick-ass Multipurpose WordPress Theme

Ujjwal Maheshwari

Diversifying Portfolios with Digital Entertainment: Risks and Opportunities in Online Gaming Markets

Higher for Longer: What the 2026 Inflation Shock Means for Investors

Value vs Growth Investing: Which Strategy Should You Choose in 2026?

Against the Odds: What the Gambling Mindset Reveals About Investor Decisions

Tungsten Mining NL, Watershed now carries the rerating case over Mt Mulgine scale

Larvotto Resources, Hillgrove restart timing now drives Larvotto’s value case

Arafura (ASX: ARU) $571m Cash, Nolans Now Trades on FID

AIC Mines needs Jericho delivery to unlock a larger Eloise

Acrow’s $256m pipeline now must translate into cleaner earnings

Actinogen Medical now has cash to reach its pivotal Alzheimer’s readout

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Ujjwal Maheshwari

Add Your Heading Text Here