BUSINESS
Lifestyle inflation, FOMO is the new default in youth money mindset, says Dhirendra Kumar of Value Research
Dhirendra pointed out a stark shift in the savings mindset among today’s youth compared to what it was two to three decades ago
BUSINESS
India VIX hits 5-year high amid trade war jitters, experts warn of wild swings ahead
Unless the VIX cools off to levels around 18, market experts believe volatile swings in the markets could be the new norm
BUSINESS
India in a sweet spot: Falling oil, weak dollar to give RBI MPC breathing room
With cooling oil prices and a weaker dollar, the RBI is better positioned to cut rates—both in April and potentially through the rest of the year
BUSINESS
Mark Matthews says "discounted" tariffs provide India trade advantage, minimal earnings impact
India's position remains relatively stronger compared to Asian counterparts like China, Vietnam, and Sri Lanka—who received much higher tariffs, says Matthews
BUSINESS
Gold is "Vishnu" & fixed income is "Cinderella" in this volatile market, says Kotak's Lakshmi Iyer
Iyer dubbed it the "Year of Snakes and Ladders," predicting that the market will continue to toy with investors like a mischievous board game
BUSINESS
Power, industrial stocks cool off the most after expensive run; is it time to re-enter?
ower, industrial, and infrastructure stocks, which once delivered fourfold returns in five years, have become too expensive for new investors
BUSINESS
Markets in a reset mode: How the selloff has reshaped stock valuations
The NSE 500, Nifty 50, and Sensex 30 indices have seen steep declines, wiping out investor wealth and dragging price-to-earnings (P/E) ratios lower across the board
BUSINESS
Indian markets plunge 20% but history shows worse crashes have come and gone
Over the past 30 years, the three key indices—Nifty, Sensex, and Nifty 500—have endured significant corrections eight times, or in eight years
BUSINESS
Short call | Nifty IT hits 6-month low: time to reconsider or steer clear? Bharti Airtel, Zomato in focus
“Invest for the long haul. Don’t get too greedy and don’t get too scared" - Shelby MC Davis
BUSINESS
Analyst Call Tracker: Street favors Kotak Bank in Jan; can the stock break out of 4-yr range?
Kotak Mahindra Bank received 35 "buy" calls from several brokerages in the month of January, showed Moneycontrol's analyst call tracker
BUSINESS
Short call | Is the worst of earnings downgrades behind for India Inc? Nazara Tech, Senco Gold in focus
"The greatest gains in the market have been made by simultaneous increase of earnings along with increase in P/E" - Thomas Phelps
BUSINESS
Nuclear Energy stocks slide up to 6% on US-India deal, experts warn limited role for Indian players
Prime Minister Narendra Modi and US President Donald Trump announced plans to move forward with building American-designed nuclear reactors in India
BUSINESS
Kotak Mahindra Bank shares hit fresh 52-week high as brokerages cheer RBI's digital nod
Kotak Bank received positive response from brokerages after RBI removed curbs on its digital banking business. Morgan Stanley reiterating its "overweight" rating on the counter and shared highest target price of Rs 2,290 apiece
BUSINESS
SBI sees minimal margin impact if RBI opts for 25 basis point repo rate cut
SBI posted an 84 percent year-on-year surge in net profit, reaching Rs 16,891 crore in Q3 FY25
BUSINESS
SBI confident of achieving 14-16% credit growth, 10% deposit growth in FY25
SBI's overall credit growth stood at 13.49 percent in Q3FY25 compared to the same period last year
BUSINESS
Swiggy shares crash 7% as Q3 loss widens, brokerages see tough quarter ahead
Swiggy received mixed views post its Q3 results. Macquarie reiterated its underperform call, setting a target of Rs 325, while UBS shared a buy call with Rs 515 as target price
BUSINESS
SBI Q3 Preview: Profit likely to surge 64% YoY amid lower staff costs, stable asset quality
SBI is poised to report a net profit of Rs 15,075 crore for Q3FY25, up significantly from Rs 9,164 crore a year back.
BUSINESS
Budget sets stage for India Inc to clock double-digit earnings growth in FY26, say analysts
With India Inc posting 8 percent profitability so far in Q3FY25, analysts believe the Union Budget could set the stage for stronger corporate performance in FY26
BUSINESS
Dollar carry unwind slows after 3 months, yet India, China still face outflow pressure
The NAV of India Dedicated Midcap funds has fallen below the one-year average for the first time since March 2022
BUSINESS
IndusInd Bank rebounds 5% from day's low as brokerages hope MFI stress to bottom out
Bernstein analysts acknowledged the ongoing asset-quality challenges but believe the MFI segment may have passed its lowest point
BUSINESS
Short Call | Is the smallcap, midcap correction just the beginning? Tata Motors, Bajaj Finance in focus
“Anticipate the anticipation of trouble” – Barton Biggs, Wealth, War and Wisdom
BUSINESS
Budget 2025: Affordable housing segment hopes government will hike tax deduction limits, house value cap
Analysts believe the 2025 Union Budget could introduce enhancements to PMAY-HFA to ensure affordable urban housing
BUSINESS
Budget 2025: Finance Minister needs to balance growth, fiscal discipline for RBI to cut rates
Market experts are of the view that if the Finance Minister announces growth-oriented measures in the budget, it would create the right conditions for a 25-50 bps rate cut in the RBI's February meeting
BUSINESS
Budget 2025: Gold jewellery stocks await tax relief, import duty cuts to spark growth
In this year’s budget as well, industry players and analysts are expecting policies aimed at reducing the tax burden, enhancing formalisation in the sector, and streamlining GST compliance
