Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

Equity Bottom-Up

<ul><li>GE's old headquarters in Schenectady, NY has been a significant part of the company's history, but has seen a decline in recent years</li><li>GE Vernova, a spinoff of General Electric, has seen success in the electrification business and is capitalizing on the surge in demand for energy</li><li>GE Vernova CEO Scott Strazik, a longtime company man, is confident about the company's future and sees it as just the beginning of an investment super cycle</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

GE's old headquarters in Schenectady, NY has been a significant part of the company's history, but has seen a decline in recent yearsGE Vernova, a spinoff of General Electric, has seen success in the electrification business and is capitalizing on the surge in demand for energyGE Vernova CEO Scott Strazik, a longtime company man, is confident about the company's future and sees it as just the beginning of an investment super cycleThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

GE Vernova tries to shake its parent’s problems

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li>China's National Team was steadily buying ETF's during and after the Third Plenum.  Southbound Connect Flows continue to be positive during July.</li>
<li>
<a href="https://www.smartkarma.com/entities/smoore-international-holdings" target="_blank" data-smartkarma-citation="entities:28241:1" rel="noopener">Smoore International Holdings (6969 HK)</a> , <a href="https://www.smartkarma.com/entities/xinjiang-goldwind-science-technology-h" target="_blank" data-smartkarma-citation="entities:10112:1" rel="noopener">Xinjiang Goldwind Science &amp; Technology (2208 HK)</a> and <a href="https://www.smartkarma.com/entities/hisense-home-appliances-group-co-ltd-h" target="_blank" data-smartkarma-citation="entities:20107:1" rel="noopener">Hisense Home Appliances Group Co., Ltd. H (921 HK)</a>  benefited from positive news sentiment this week.</li>
<li>
<a href="https://www.smartkarma.com/entities/chow-tai-fook-jewellery-group" target="_blank" data-smartkarma-citation="entities:549:1" rel="noopener">Chow Tai Fook Jewellery (1929 HK)</a> and <a href="https://www.smartkarma.com/entities/asm-pacific-technology-ltd" target="_blank" data-smartkarma-citation="entities:15061:1" rel="noopener">ASM Pacific Technology (522 HK)</a> suffered on negative news, while <a href="https://www.smartkarma.com/entities/meituan" target="_blank" data-smartkarma-citation="entities:26970:1" rel="noopener">Meituan (3690 HK)</a> continued its pullback in concert with the retail food sector.</li>
</ul>


China's National Team was steadily buying ETF's during and after the Third Plenum.  Southbound Connect Flows continue to be positive during July.

Smoore International Holdings (6969 HK) , Xinjiang Goldwind Science &amp; Technology (2208 HK) and Hisense Home Appliances Group Co., Ltd. H (921 HK)  benefited from positive news sentiment this week.

Chow Tai Fook Jewellery (1929 HK) and ASM Pacific Technology (522 HK) suffered on negative news, while Meituan (3690 HK) continued its pullback in concert with the retail food sector.


The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (July 26)

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Global gas turbine orders more than doubled in 2025 to 100.3 GW across 846 units, the highest in two decades, driven by AI data center load growth, coal retirement cycles.</li>
<li>Three OEMs control over 75% of supply. Backlogs now stretch to 2030, delivery lead times exceed 5-7 years in some frame sizes.</li>
<li>Alternatives like SMRs and long-duration storage remain structurally years away. Understanding who controls the turbine supply chain, and at what price, is the defining energy question of this decade.</li>
</ul>


Global gas turbine orders more than doubled in 2025 to 100.3 GW across 846 units, the highest in two decades, driven by AI data center load growth, coal retirement cycles.
Three OEMs control over 75% of supply. Backlogs now stretch to 2030, delivery lead times exceed 5-7 years in some frame sizes.
Alternatives like SMRs and long-duration storage remain structurally years away. Understanding who controls the turbine supply chain, and at what price, is the defining energy question of this decade.


Gas Turbines: The Unexpected Infrastructure Play of the AI Era

United States

GE Vernova Inc is an electric power company. The Company designs, manufactures, and delivers electric power systems and services that generate, transfer, orchestrate, convert, and store electricity. GE Vernova serves customers globally.

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GE Vernova (GEV US)

GE Vernova tries to shake its parent’s problems

Amanda Chew visited GE's old headquarters in Schenectady, NY, where the company's spinoff, GE Vernova, is thriving in the electrification business...

Behind the Money

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (July 26)

China's National Team continued buying in the ETF market. Smoore International, Xinjiang Goldwind and Hisense had positive news sentiment, while...

David Mudd

Gas Turbines: The Unexpected Infrastructure Play of the AI Era

Global gas turbine orders surged in 2025 to 100.3 GW, driven by AI data center growth and coal retirements. Three OEMs dominate supply, with...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

GE Vernova tries to shake its parent’s problems

Amanda Chew visited GE's old headquarters in Schenectady, NY, where the company's spinoff, GE Vernova, is thriving in the electrification business...

Behind the Money

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (July 26)

China's National Team continued buying in the ETF market. Smoore International, Xinjiang Goldwind and Hisense had positive news sentiment, while...

David Mudd

Gas Turbines: The Unexpected Infrastructure Play of the AI Era

​Global gas turbine orders surged in 2025 to 100.3 GW, driven by AI data center growth and coal retirements. Three OEMs dominate supply, with...

Sudarshan Bhandari

Global gas turbine orders surged in 2025 to 100.3 GW, driven by AI data center growth and coal retirements. Three OEMs dominate supply, with...