The row over alleged discrimination against Kannadigas in Bengaluru’s IT sector has escalated. Karnataka Rakshana Vedike activists have visited over 100 tech companies, demanding details of their workforce and the percentage of Kannadigas employed across job categories. The group calls it a recruitment audit, despite Deputy CM DK Shivakumar’s warning against moral policing. Can activist groups demand hiring data from private companies, or is this overstepping the line? #Bengaluru# #DKShivakumar# #Kannadiga# #ITSector# #TechFirms#

HCL and Tech Mahindra are next to report after Tata Consultancy Services, letting investors gauge how India’s IT sector is navigating concerns over AI disruption and sluggish client spending

The truth most don't wanna face about the MARKET BUBBLE... We likely are NOT in one How do we know? IT sector PE in 1999 was about 50 IT sector PE in 2026 is about 20 This + solid EPS growth + interest rates in a reasonable range + good economy = good chance we see solid returns from here This does NOT mean green next week or next month It means if you use your head & buy great companies at good prices & only use 1+ year options on ultra convictive setups... you will likely be rewarded Stick to the plan

Emerging markets delivered strong returns in the second quarter of 2026, but the rally was far narrower than the headline suggests. The IT sector, largely concentrated in a few mega-cap semiconductor stocks, contributed roughly 90% of the second quarter return. In the Baron Emerging Markets Fund® quarterly letter, Portfolio Manager Michael Kass examines what drove this divergence and where the market’s increasingly one-dimensional focus may be creating opportunities in overlooked businesses and countries. Read the full letter for more insights: -- Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc, by calling 1-800-99-BARON or visiting Please read carefully before investing. Performance data quoted represents past performance. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Risks: In addition to the general stock market risk that securities may fluctuate in value, investments in developing countries may have increased risks due to a greater possibility of: settlement delays; currency and capital controls; interest rate sensitivity; corruption and crime; exchange rate volatility; and inflation or deflation. The Fund invests in companies of all sizes, including small and medium-sized companies whose securities may be thinly traded and more difficult to sell during market downturns. The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in this document reflect those of the respective writer. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views are a reflection of our best judgment at the time and are subject to change at any time based on market and other conditions and Baron has no obligation to update them. Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA). ©2026 Baron Capital. All rights reserved.

Tech returns are nearing 2000 Dot-com levels: The information technology sector has returned an average of +9% per year over the last 10 years, the best performance of any US sector. This annualized return has doubled since the 2020 pandemic. This also matches the peak performance of the communication services sector during the recovery from the 2008 Financial Crisis. By comparison, tech stocks delivered a 10-year annualized return of +13% during the 2000 Dot-Com Bubble. The IT sector has now been the best-performing US sector for 7 consecutive years, the longest streak since the 1960s. Tech continues to rewrite market history.