BUSINESS
India’s largest small-cap fund manager says mid- and small-caps still overvalued, will continue to correct
Sailesh Raj Bhan, CIO of Nippon India Mutual Fund, said two-thirds of mid- and small-caps continue to be in overvalued territory, but continued flows will prevent any sharp sell-off. Nippon India manages the largest small-cap fund with Rs 50,826 crore
BUSINESS
Trump Tariff, FII Selling Small-cap Correction – what’s next for investors? A star fund manager breaks it down
Sailesh Raj Bhan, CIO – Equity Investments at Nippon India Mutual Fund, feels two-thirds of the small-and mid-cap stocks still are overvalued but it may take time for these to correct
BUSINESS
Why defence stocks are firing – three catalysts and a warning shot
Defense stocks have staged a sharp rebound, surging up to 30 percent in a week, driven by domestic order momentum and global military spending.
BUSINESS
Markets Rebound: Sell, Hold, Double Down? Strategies for a post-correction market
What to do, what not to do in order to stay in the game – and win
BUSINESS
China is a good cyclical market to play; India still most expensive relative to other EMs
Arjun Divecha, Partner and Head of Emerging Markets for GMO, thinks India is still expensive while China is well-placed for a cyclical rebound
BUSINESS
Identifying multi-baggers: Chris Mayer, author of 100-Baggers, shares the key metrics that drive his investment decisions
Finding 100-baggers in today’s market is both easier and more difficult than in the past, says Mayer
BUSINESS
Time to be constructive; small, midcap correction clears market excesses, says one of India’s best mid-cap fund managers
Pankaj Tibrewal, Founder, Ikigai Asset Manager Holdings says that value seems to be emerging in pockets, across the mid cap space.
BUSINESS
Trump tariff, Fed stance, DeepSeek: The CEO of this global investment research company breaks it down
Morningstar’s Kunal Kapoor thinks the biggest wild card for global markets over the next few months is Donald Trump’s tariff plan, which has the potential to ripple across most markets and sectors.
BUSINESS
'Incredibly happy and here forever', says CEO of Europe’s top AMC on India exposure
Valerie Baudson, CEO of Amundi Asset Management on how she views the JV with SBI, her take on Indian markets, Trump trade, ESG theme.
BUSINESS
MC Explains: Banks facing liquidity challenges – but what exactly are these and what is the RBI doing about it
Market experts are unhappy that the RBI did not announce any further “liquidity easing measures” as part of the policy announcements today
BUSINESS
MPC impact on stock markets: Key takeaways on rates, growth, risks
RBI MPC Meet: The 25 basis point repo rate cut was in line with market expectations
BUSINESS
What to expect Post-Fed: Between Powell’s playbook, FII exodus, and the Budget balancing act, markets may go nowhere
The Federal Reserve’s “patient” approach to effecting rate cuts may keep FIIs selling in Indian markets at a time when earnings growth and valuations provide little comfort
BUSINESS
MC Exclusive: Markets according to Mishra -- Neelkanth Mishra. On capex, consumption, deficit, dollar, earnings, valuations and returns
Mishra expects stocks prices to remain flat this year even as earnings will continue to growth
BUSINESS
Why will markets remain flat and what could trigger growth ahead? Neelkanth Mishra weighs in
The market might be flat even as the underlying earnings might keep improving, Mishra expressed while expressing his views on the market outlook.
BUSINESS
Dollar strength is a temporary flight to safety; reversal likely in three-six months, says Neelkanth Mishra
A rising dollar is not really what the US government wants, however, it does reflect investors' preference for safety amid uncertainties.
BUSINESS
China’s loss not India’s gain: tariff wars are bad for everyone, India included, says Neelkanth Mishra
Mishra strongly believes that tariff wars can be damaging to the economy when the intent itself has been set so.
BUSINESS
Market is misreading the impact on tax savings on consumption, says Neelkanth Mishra
The markets are misinterpreting that there will be an overall consumption boost because of tax breaks; the consumption boost will only be in specific segment, says Neelkanth Mishra Chief Economist, Axis Bank
BUSINESS
What Trump Tariffs mean for the Indian economy and markets
There are gains and losses for India from Trump Tariffs on China, Mexico and Canada. Biggest risk for India market remains continued dollar strength.
BUSINESS
The Big Market Pivot: From capex to consumption - who wins now?
Farewell HAL, Rail Stocks & PSU Banks—the consumer brigade is here to play the next innings.
BUSINESS
Whirlpool share’s price-to-story: Why a 20% single-day fall may not be a buy
Consumer companies may still be fairly overvalued considering their possible growth trajectory.
BUSINESS
What to expect Post-Fed: Between Powell’s playbook, FII exodus, and the Budget balancing act, markets may go nowhere
The Federal Reserve’s “patient” approach to effecting rate cuts may keep FIIs selling in Indian markets at a time when earnings growth and valuations provide little comfort.
BUSINESS
DeepSeek shocker: Nasdaq tumbles – What it signals for markets ahead
The US markets have been under pressure on concerns that Chinese startup DeepSeek may disrupt US tech dominance. Nasdaq futures fell nearly 4 percent (381 basis points) and S&P 500 futures was also down nearly 2 percent.
BUSINESS
Alchemy Capital's Hiren Ved highlights five big investment themes for 2025
Despite certain corrections in pockets of market, valuations continue to be high. However, one should be prepared for some key themes that are likely to see continued growth, said Ved
BUSINESS
Buoyant Capital's Jigar Mistry has five market investment themes for 2025: All about them
Buoyant Capital's portfolio manager warns of earnings slowdown, highlights the importance of fundamentals over flows, and emphasises the need for portfolio beta alignment
