MARKETS
The 80:20 jolt: Most stocks nowhere near their peaks
82% of stocks are hovering more than 20% below all-time peaks, pointing to narrow market rebound
BUSINESS
FOMO, flows trigger euphoric market rally. Time to pocket some gains?
Sensex’s biggest-ever single-day jump may tempt investors to stay bullish, but shifting global signals suggest this could be the moment to book partial profits.
BUSINESS
Why US generic drug prices can’t fall much further — even if Trump wants them to
The US drug buyers are highly concentrated, while there is almost perfect competition among sellers
BUSINESS
Why generic pharma may dodge hit even as Trump revives drug pricing order
Trump’s 'Most Favored Nation' policy could reignite legal battles; Indian generic makers seen insulated for now
BUSINESS
Bulls roar again on the back of border peace, earnings beat, and FII frenzy
With India-Pakistan tensions easing, fourth quarter earnings beating expectations, and foreign investors making a strong comeback, the market mood has clearly shifted.
BUSINESS
Buy the neglected, trim the celebrated: Sandeep Tandon on his latest portfolio shifts
Tandon said he remains constructive on the markets but is bearish on large banks as also the defence themes where valuations are stretched
BUSINESS
Markets aren’t overleveraged, sentiment is subdued, great time to invest for retail investors, says Sandeep Tandon
Market veteran and founder of Quant Mutual Fund said he is constructive on the markets and is taking opportunities wherever he sees
BUSINESS
Cautious Confidence: Why investors should temper optimism and stay selective
Market reactions have typically been swift but short-lived, followed by strong recoveries once the scope of the conflict became clearer and appeared contained. The more important and lasting impact on markets is how the underlying stocks fare—and there is no reason to be either pessimistic or overly optimistic on that count, as equity valuations today are neither cheap nor expensive.
BUSINESS
India markets look past Operation Sindoor, trade tailwinds steal the show, earnings to dictate price moves
For now, investors are not pricing in any escalation of the current conflict into a full-blown war situation
BUSINESS
Markets focused on trade, not tension, say leading foreign fund managers
India is acting responsibly, doing what’s necessary for national security while keeping the messaging clear, says a fund manager
BUSINESS
Markets backed by flows, fundamentals, and trade tailwinds; Operation Sindoor should not worry investors: Nilesh Shah
History suggests that post-strikes, markets climb sharply
BUSINESS
'One more leg down is likely, but bull case a possibility,' says Rohit Srivastava
The failure to cross the 61% retracement suggests a retest of previous low
BUSINESS
The dollar's power is at risk, private debt is booming, and capex is on shaky ground: Harvard's Victoria Ivashina
Harvard’s Victoria Ivashina breaks down the hidden forces rattling investors and reshaping capital flows.
BUSINESS
Tales from the Big Bull: Utpal Sheth on what he learned from Rakesh Jhunjhunwala
In a wide-ranging conversation, Sheth shared some of the most telling stories and insights from his years with Jhunjhunwala—stories that capture not just investment thinking, but philosophy, temperament, and the art of patience.
BUSINESS
Consumption growth could be driver, but underlying drivers a concern: Utpal Sheth
A key engine of past consumption booms was employment in the technology sector. “Over the last 30 years, the largest consumption driver has been the job creation by the IT sector. We are not seeing that, right?” he added, “We were seeing growth at the higher end of the consumption buckets. Will that continue? Probably,” he said.
BUSINESS
Utpal Sheth on Lessons from Dalal Street Legends: Valuation Discipline, Conviction, and the Human Factor
Utpal Sheth shared timeless shared timeless insights gleaned from decades of working closely with the legendary investors in an exclusive interview on The Wealth Formula with N Mahalakshmi.
BUSINESS
Buffett Says Berkshire sitting on $335 billion in cash, waiting for ‘fat pitches’
Buffett said Berkshire came close to deploying $10 billion recently, and wouldn't hesitate to spend “$100 billion” when the right opportunity came along
BUSINESS
Everyone’s watching the index—but that’s not where the action is
Divergence between index and median returns signals growing profit concentration and shifting market dynamics
BUSINESS
Q&A | India is attracting dedicated attention, 'well-positioned': Macquarie Capital's Viktor Shvets
India's structural strengths and geopolitical positioning are drawing foreign capital beyond the EM baskets, said Viktor Shvets, Head of Global Desk Strategy at Macquarie Capital.
BUSINESS
Q&A | Focus is on risk-mitigating regulations, reducing unnecessary burden: SEBI's Tuhin Kanta Pandey
Tuhin Kanta Pandey added that measures to tighten the SME IPO regulation were taken, and if they require a relook, the capital market regulator will revisit them, in consultation with the industry.
BUSINESS
Worst fallout of wars often priced in early, dollar weakness need not mean weakness in global stock markets: Sushil Kedia
Market strategist and veteran trader Sushil Kedia is bearish on financials after the recent rally
BUSINESS
FMCG, Healthcare, IT likely safe havens as markets brace for deeper correction: Sushil Kedia
The technical strategist warned of potential sharp drops in major financial names, including up to 30–35% declines in stocks like Kotak Mahindra Bank, HDFC Bank and Axis Bank
BUSINESS
Nifty, Bank Nifty set for new lows, rally in banks doesn’t change bearish conviction: Sushil Kedia
Indian equity benchmarks are poised to set new 2025 lows, even if tensions with Pakistan ease, according to technical strategist Sushil Kedia.
BUSINESS
Kashmir attack to US tariffs: 7 key market takeaways from Prashant Khemka, Founder, White Oak Capital
Unless India opts for a full-fledged war or surgical strike, the market impact from the Pahalgam attack is likely to be limited, says Khemka
