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Vikram Barhat on Muck Rack

Vikram Barhat

Verified
Toronto
As seen in: MoneySense, MSN, MSN Money Canada, BBC, The Wall Street Journal, CNBC, The Wall Street Journal (China), Yahoo Finance, MarketWatch, The Globe and Mail, The Toronto Star and
Biz & finance journalist I Words: @CNBC, @barronsonline @MorningstarCDN, @BBC, @MoneySense, @globeandmail 🏏 🎙️ @TheRupeeRoomPod linktr.ee/TheRupeeRoom
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Articles

Shopify Bounces as Earnings Calm AI ‘Loser Trade’ Concerns

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By Vikram Barhat Verified
| Morningstar
Shopify’s second-quarter profit and revenue beat estimates, driving its stock higher. The stock remains down after investors rotated out of software earlier this year, analysts say. Shopify’s fundamentals remain strong, and some analysts say a recovery may be ahead. Canadian e-commerce giant Shopify SHOP delivered stronger-than-expected second-quarter results on Wednesday, relieving concerns about competition from artificial intelligence, which had led to the stock’s price being cut in half.
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Morningstar Investment Conference: These Top Managers Like European Defense Stocks but Differ on AI Plays

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By Vikram Barhat Verified
| Morningstar
The European defense sector offers attractive investment opportunities as defense spending surges, fund managers said at the Morningstar Investment Conference. China is emerging as a dominant force in AI with its competitive advantage in energy production. The cyclical boom in memory, CPUs, and hardware has staying power.
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Morningstar Investment Conference: Global Bond Managers Make the Case for EM Debt

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By Vikram Barhat Verified
| Morningstar
Emerging-market debt looks like an attractive way to broaden the opportunity set, global bond managers say. An excessive focus on political headlines can distract from emerging economies’ underlying strength. Some frontier markets may be better bets than the broader emerging market.
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