뉴스 | 🇮🇳 인도 | "BEHAVE"

The Economic Times (India)

중도 성향

정치

Trump says he would not unfreeze Iran's assets

WASHINGTON - U.S. President Donald Trump said in an interview with NBC News’ "Meet the Press" that he would not unfreeze Iranian assets or lift any sanctions before a peace deal is reached.Trump said he would consider ‌those steps ⁠after ⁠an agreement is done. "Comes after," he said. "Yeah. If they behave, if they do a good job, we start talking. Yeah."Trump also said that he was not demanding that Lebanon be a part of a short-term deal with Tehran."I think they'd like to see it, but I'm not demanding," Trump ⁠said in ‌the interview recorded on Friday.U.S. and Israeli forces began strikes on Iran on February 28. The ⁠Trump administration has been trying to negotiate a potential peace deal for weeks. "We're very close to a deal, or I'm going to blow the hell out of them," Trump told NBC News.The president also said he would be willing to speak with Iran's supreme leader, Ayatollah Mojtaba Khamenei, who has not been seen ‌in public since being wounded in U.S. strikes at the beginning of the conflict."I don't want to say whether or not ⁠I know where he is, but there's a good probability that I do," Trump said.Top Trump administration officials such as Secretary of State Marco Rubio insist a temporary ceasefire agreement has been holding up despite recent U.S. strikes on Iran, telling lawmakers last week those are defensive actions.

The Times of India

중도 성향

정치

'Behave, be good': Trump tells Iran to ink deal first, asset unfreeze to come later

US President Donald Trump stated that sanctions relief and asset unfreezing for Iran are contingent on a peace deal, with potential future concessions if Tehran "behaves." He clarified Lebanon's exclusion from short-term agreements. Trump emphasized Iran's need to face consequences after decades of perceived impunity, noting the conflict's 100-day mark without a permanent resolution.

The Economic Times (India)

중도 성향

IT/기술

Nilesh Shah recommends 4 investment bets that should be part of your portfolio

As geopolitical headwinds make it tougher for equity investors to make money, Dalal Street’s top voice Nilesh Shah, managing director of Kotak Mahindra Asset Management, told a gathering of HNI investors at the ET Alpha Wealth Summit on Thursday that there are four specific investment structures which deserve a place in most portfolios right now.Shah’s first recommendation was the Special Investment Fund, or SIF, a structure that marks a meaningful shift in what is available to Indian investors. Shah noted that the mutual fund industry has, until now, been a long-only business but the SIF changes that. These are long-short, absolute return-oriented funds, designed to generate returns regardless of market direction rather than simply riding the equity tide.The second vehicle Shah flagged is performing credit AIFs. His reasoning was grounded in a simple supply-demand observation that for corporate settlements today, capital is not available from banks, mutual funds, or insurance companies.As institutional lenders have stepped back, borrowers are plenty and lenders very few. Amid this imbalance, Shah said the need is real and returns are attractive. Performing credit AIFs, which lend into this gap, are positioned to benefit directly from the scarcity of competing capital.https://youtube.com/shorts/Xa4AcXFg8hA?feature=shareThe third idea was REITs, and here Shah introduced a timing element. Over the last three years, REITs have delivered index-level returns of around 13.5%. But with interest rates rising, he suggested that the next six to nine months may present an opportunity to enter at better prices. Rising rates typically compress REIT valuations in the near term, and Shah framed any such correction as a potential entry point rather than a risk to avoid. Beyond the return potential, he positioned REITs as a portfolio diversification tool as the asset class behaves differently from equities and fixed income, and that is still underrepresented in most Indian investor portfolios.The fourth recommendation addressed global diversification but came with an important caveat. Mutual fund industry limits for overseas investment are currently full, which means the conventional route for Indian investors to access global markets through domestic mutual funds is closed. Shah pointed to Gift City as the workaround. Structures domiciled there allow investment under the Liberalised Remittance Scheme, and in his view, these Gift City-based LRS products are the practical path for investors who want global exposure while the mutual fund window remains shut.Across all four — the SIF, performing credit AIFs, REITs, and Gift City products — Shah's underlying argument was the same: in a volatile period, the portfolio needs instruments that can generate positive returns through means other than a rising equity market.(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)

뉴스

타임라인 키워드

Trump says he would not unfreeze Iran's assets

'Behave, be good': Trump tells Iran to ink deal first, asset unfreeze to come later

Nilesh Shah recommends 4 investment bets that should be part of your portfolio