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
BUSINESS
Comebacks, dark horses, and duds: Here's Nippon MF's Sailesh Raj Bhan's 2025 stock market playbook
The CIO (Equity) of Nippon India MF suggests that cement is a potential dark horse over the next 2-3 years due to consolidation in the sector
BUSINESS
Should you buy this market fall? One reason to be fearful, many not to be greedy
The Sensex and Nifty have dropped over 1.5% today, driven by a mix of factors, with fears surrounding the spread of the HMPV virus taking the lead.
BUSINESS
Capex slowdown worrying, infra and capital goods valuations are very punchy: Nitin Bhasin, Ambit Capital
The slowdown in capex in the first half of the fiscal comes on top of a significantly lower capital allocation to sectors like roads and railways, according to Bhasin
BUSINESS
India’s largest small-cap fund manager sees greatest value in large-caps. Sailesh Raj Bhan on 2025 outlook, strategy, risks
The CIO (Equity) of Nippon India MF says earnings rebound in FY26 will be critical to sustain stock performances
BUSINESS
Why index heavyweights are set to do the heavy lifting
The current market is observing a return to polarisation, with an implication of heavyweights likely to outperforming in the market.
BUSINESS
Samir Arora on Fall: Markets are fine; US fall due to positioning; Fed commentary doesn’t change outlook
Arora expects the Indian market to flatline over the next month. “Largely, markets should be flat, but I would say I have a mildly bullish bias," he said.
BUSINESS
Super Fund Manager 2024: How this multi-cap money manager finds his timing and themes to emerge triumphant
Kotak AMC’s fund manager Devendar Singhal believes 2025 will see challenges on the earnings front, and wealth creation will not be easy. This year, his multi-cap fund had bet on contruction, smaller PSU Banks and select automotive names.
BUSINESS
Super Fund Manager 2024: This fund manager hit pay dirt with Zomato and Trent in 2024. What is he betting on in 2025?
'We’re focusing on high-quality, reasonably priced sectors like IT and pharma. These offer solid cash flows, attractive valuations, and stability amidst geopolitical uncertainty,' says Bandhan AMC's Fund Manager and Head of Equity, Manish Gunwani
BUSINESS
No FPI Selling Triggered by SEBI Disclosure Norms After September Deadline
FPIs were net buyers till September 9, 2024, which was the crucial deadline; after that date, FPIs were largely compliant, said sources
INDIA
No evidence of FII buying yet. Foreign investors net sold Rs 8,000 cr, not bought Rs 10,000 crore worth shares on Nov 25
The Rs 10,000-crore buying spree on November 25 coincided with MSCI’s key index rebalancing, which added stocks like Voltas, Oberoi Realty, BSE, Kalyan Jewellers, and Alkem Labs to its Global Standard Index while including others in its small-cap index.
BUSINESS
Govt capex to rise from Rs 69,000 cr per month to Rs 1.16 lakh cr to meet Rs 11.1 lakh cr target: Kotak's Nilesh Shah
Many foreign investors had been aggressively selling over the past two years and were underweight on India, Shah said. If they believe that the government will push through with reforms, they would not like to remain underweight by a margin, he said.
BUSINESS
Q&A | Short covering and capex recovery set to drive markets higher: Vikas Khemani
Khemani said that pharma, IT, private sector banks, and PSU banks are doing fine and doesn't see any major structural weakness in earnings.
BUSINESS
It’s a counter-rally, not a trend reversal: Rohit Srivastava
The sharp rally today could cause some stocks to hit new highs but the momentum is likely to fade, says veteran technical analyst
