TECHNOLOGY
Nvidia's $5 trillion m-cap milestone puts AI stock market hype to the test
This is to say that not all AI firms will emerge as winners, particularly if priced to perfection. Investors should approach AI as a multi-product thesis
BUSINESS
Rate cut relief or more confusion: What the Fed’s move means for India’s markets
Domestic conditions support another rate cut by the RBI. For markets to wear a bigger smile, however, much depends on this one source of funds delivering the goods
BUSINESS
Trade talks, tariff threats and a market high — What lies ahead?
Investors are counting on a bunch of things falling into place in the December-ending quarter of this fiscal. The likely scenarios that could play out
BUSINESS
The new NPS rules add flexibility, but may also leave investors confused
Flexibility and autonomy are great things to have while investing. But investors already have that in plenty with several other investment products. Did the NPS need so much flexibility is the question
BUSINESS
Markets at a crossroads: Breakout, breakdown, or déjà vu?
As the Nifty sits at a crossroads, here are the factors that could support the market’s move up or push it back into a holding pattern
BUSINESS
What do the new F&O regulations mean for market participants?
These regulations come on the back of earlier ones as SEBI doubles down on its objective of curbing excessive speculation in derivatives that sees retail traders paying a heavy price
BUSINESS
After H1B blow, how should investors position their portfolios?
With more than 10% weight in the Nifty 50 Index, a correction in the IT sector affects the broad market as well
BUSINESS
The US Fed blinks, time to buy equities?
The Fed’s 25 bps rate cut with more expected in 2025 raises hopes of better times for equity investors
CRYPTOCURRENCY
When stablecoins threaten global financial stability
A Putin aide has alleged that the US is planning to shift government debt to USD-backed cryptocurrencies. The possibility does not seem very far-fetched
BUSINESS
GST 2.0 Reforms: Why markets celebrated, then cooled off on Thursday
India's much-anticipated GST reforms arrived early as a Diwali gift, but sector-specific nuances in the new rate structure created mixed market reactions despite the overall consumer benefits
BUSINESS
India is at a premium over EM peers, but that's hardly a signal to sell
India is at a premium over EM peers, but that is hardly a signal to sell
BUSINESS
Can a fiscal push trump global factors, sustain the stock market recovery?
A fiscal stimulus, a ratings upgrade on one side, facing off against global uncertainty, tepid earnings growth, expensive valuations and selling FIIs. Which side holds the upper hand is the question
BUSINESS
IT layoffs are unfortunate, but will help companies emerge stronger, stay relevant
As the sector struggles to remain relevant through the ongoing phase of transformation, only the nimble and agile players will emerge triumphant
BUSINESS
Trump hits India with a 50% tariff, time for investors to panic or hang on?
The investing climate has turned uncertain as tariffs have clouded the outlook. Whether you are a short-term or a long-term investor will determine the approach you take
BUSINESS
Markets shrug off Trump’s India tariff shocker, are investors making a mistake?
In the run-up to the August 1 tariff deadline, markets were already exhibiting nervousness. Now that they have been announced, what should investors be looking out for?
BUSINESS
Green shoots or false hopes? What headline Q1 IT numbers don’t tell you
The industry has reported disparate earnings, with some reporting record revenue-growth, some posting margin-expansion, and others disappointing on both counts
BUSINESS
Inflation dips further -- good news or a warning sign?
In an economy where patchy demand has been throttling growth for years, is shrinking inflation a harbinger for more demand pain on the way?
BUSINESS
Jane Street under SEBI’s scanner, but is the real problem still lurking?
The other side of the coin is a build-up of huge speculative interest among retail traders, enabling such an event. Why curbing it may be a bitter but life-saving medicine
BUSINESS
As IPOs rain down, is it time to join the crowd or step aside?
More than 50 companies have received SEBI’s approval for their IPOs. They are sitting on the fence, planning to list when market sentiment turns the most favourable
BUSINESS
When markets discount a war, what's the message for investors?
If the ceasefire holds, investors can start looking ahead towards the upcoming earnings season. But selling by one set of institutional investors poses a risk
BUSINESS
India is pushing for rare earth elements — an opportunity for investors too?
The race to secure supplies of rare earths has just begun, which can yield opportunities for investors as long as they don’t lose sight of the uncertainties
BUSINESS
Have mutual funds lost their mojo?
Retail investors have been losing faith. Average monthly inflow into equity mutual funds this year has been merely Rs 27,500 crore
TECHNOLOGY
India’s EV incentive scheme: Incumbents brace for competition
The government’s scheme to incentivise entry of global majors into the electric cars market poses a risk to incumbents, unless they pull up their socks
BUSINESS
IndiGo’s record profits overshadowed by Gangwal’s stake sale, a signal to buy or a red flag?
Lifted by the Mahakumbh in Q4 and an extended wedding season, the airline saw 13% growth in available seat kilometres (ASK) and 21% growth in passengers
