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
BUSINESS
Europe’s string of setbacks could result in a knock-on effect on Indian equities
Europe contributes to around a fifth of India’s exports and political crises in countries such as France and Germany threaten to upend its economy in the near to medium term
BUSINESS
Stress builds on the books of microlenders, what should investors do?
Higher delinquencies lead to higher provisioning and credit costs, thereby affecting their bottom line
BUSINESS
NTPC Green Energy IPO: Worth a shot or should we give it a miss?
Renewable energy is one of the key focus areas of the government, and NTPC Green Energy is one of the largest players in the industry
BUSINESS
Is the stock market bottom in sight? Should investors be cautious or brave?
The worst may not be over yet, but valuations are turning reasonable and good opportunities could be available at attractive prices. Here’s an investing playbook
BUSINESS
Has urban demand slowdown altered the investment outlook for consumption stocks?
The rural demand slowdown has handed over the baton to urban demand. While rural has picked up, the hole left by missing middle class demand, unless it revives soon, is too big to ignore
BUSINESS
Will it be Red or Blue in the White House? And what does it mean for Indian equities?
Whether the volatility continues post elections would be determined by the results. A change in leadership typically leads to more volatile stock markets as policy direction becomes unclear
BUSINESS
Markets have slipped, unable to regain lost ground -- What does the future hold for investors?
We can look at the stock markets from three angles – fundamental, technical, and liquidity. And none of them look great at the moment
BUSINESS
Hyundai IPO – What’s the post-listing outlook for investors?
Hyundai’s shares will list in a time when India’s long term economic potential points to a growing car market but IPO investors may have to be a patient lot
BUSINESS
As RBI relents on policy stance, what is the outlook for Indian equities?
In theory, rate cuts may be seen as good for equities but practical experience suggests a different outcome
