BUSINESS
As markets flip-flop, is it time to buy or book profits?
Markets have drifted into uncertain territory, making it tough for investors to decide on the next move. At such times, fundamentals may provide direction
BUSINESS
India’s Capex Crisis: A victim of growing uncertainty
While Trump’s China tariff tantrums may have raised the prospects of a manufacturing-led capex revival, recent events are pouring cold water on those hopes
BUSINESS
Dollar has been sliding even as US yields rise; What does this mean for Indian stock markets?
Trade deals are being pursued by countries amid tariff uncertainty
BUSINESS
IndusInd investors on edge amid management exits; what could the future hold?
The age-old adage, “When someone shows you who they are, believe them”, holds true for investing too
BUSINESS
BFSI catches investor’s eye, but risks linger underneath
BFSI is investors’ favourite currently but some risks must be acknowledged
BUSINESS
RBI proposes new guard rails for gold loans, will they hurt more than help?
While gold prices may be shining bright, gold loans are seeing pockets of stress that has led to the RBI issuing proposals to curb excesses
BUSINESS
Does Trump’s tariff pause signal the end of uncertainty for investors?
While the tariff for most countries has been brought back to the baseline tariff rate of 10%, China is hit with a high 145%, leaving a key risk in the open
BUSINESS
Will India’s companies benefit from being less hurt by reciprocal tariffs?
The relative nature of the reciprocal tariffs and competitiveness of Indian companies, or the lack of it, will play a key role. But the biggest unknown is the end game for tariffs
BUSINESS
Are financial stocks on the cusp of realising their investment potential?
Since September 2024, the sector index has gained 4 percent in contrast to the broad index’s 7 percent decline. Are gathering tailwinds strong enough to push returns higher is the question
BUSINESS
Indian IT stocks have been correcting again, is this time different?
The IT sector’s roller-coaster ride post-pandemic continues. After yielding a 57 percent return in 2024, the Nifty IT Index has corrected by 15 percent so far in 2025. What should investors do?
BUSINESS
Should investors buy more, sell, or hold on? The answer is a simple one
Investors behind the 145 million new demat accounts opened since 2019 are in unfamiliar territory, where bears rule the roost. What they do now will determine how their returns fare in the long run
BUSINESS
US yields are finally falling, but for the wrong reasons
A change in market expectations – from an inflation slowdown to an economic slowdown – is reflected in how long-term US treasury yields have fallen more than short-term yields. What does this mean for Indian investors?
BUSINESS
Indian Pharma needs to step up its game, to combat risks from trade wars
The next leg of sustainable growth in the sector, especially in the new world order of protectionism, will need to come from innovation
BUSINESS
Should investors brace for more pain or prepare for the next upswing?
While valuations and technical analysis indicate that we could possibly be near the bottom, but fundamentals on the ground limit the upside
BUSINESS
Trump's tariff tantrums spook markets, will it get worse before it gets better?
As long as tariff tantrums continue, the global economy would be on edge, waiting for the next blow. In this uncertain economic environment, investors would rush to the safety of the dollar
BUSINESS
What can help bank stocks exit their state of flux?
Will the Budget’s consumption push, impending rate cuts help banks leave their troubles behind, is the question investors would like answers to
BUSINESS
Cheap Chinese steel deluge affects Indian steel majors
Companies are lowering their guidance as falling prices hurt their profitability, leaving them hoping for some relief in the Budget from rising imports
BUSINESS
The Indian economy needs a growth boost, can the Budget help?
Expectations are high from the Budget. It must bat for growth, alleviate urban stress, encourage private investments and boost exports, but at the same time stay on the path of fiscal consolidation
BUSINESS
Stock markets turn wobbly after holding steady for years, what lies ahead?
Markets had become adept at climbing walls of worry until they could not do it any further. The main questions are what changed that spooked investors and can things get better soon
BUSINESS
HCL Tech: Will Q3 earnings help or harm its halo?
The IT services company’s shares outperformed peers during 2024. Its Q3 results and management commentary should give some idea of whether that can sustain
BUSINESS
The investing themes to keep an eye on in 2025
After a year in which equities see-sawed, the new year could see themes emerge from factors such as consumption revival, capex strengthening, interest rate cuts and government support to industry
BUSINESS
Will Q3 GDP bring welcome respite for the stock market?
After an underwhelming Q2 GDP print, hopes have risen of a better showing in Q3. Do fundamentals support it, why does this matter for investors?
BUSINESS
Has the Fed’s hawkish turn changed the Indian stock market outlook?
Despite retail investor support through mutual funds as well as directly in equities, fundamentals will need to show signs of improvement
BUSINESS
Insurers that rely on parent banks for distribution may be in the firing line
Speculation is rife that the IRDAI may consider regulations that curb the role of parent banks as the main distribution channel for insurers due to the risks that poses and creation of a non-level playing field
