BUSINESS
Japan bond crisis – Calm before the storm?
As the yen carry trade unwinds, foreign investors withdraw funds from riskier emerging markets. An appreciating yen and portfolio outflows have already put downward pressure on the rupee
BUSINESS
GuruSpeak | From Trainer to Trader: Parag Gotpagar’s journey to market mastery
His trading approach has evolved over the years, due to changing market conditions—particularly periods of low volatility and diminishing premiums
BUSINESS
Moneycontrol Pro Panorama | Is India's affordable housing story over?
Moneycontrol Pro Panorama December 1 edition: Trump’s intensified immigration policy faces hurdles, a blowout Q2 GDP print makes it a close call on rates for the RBI, Cognizant’s rebound worries Indian IT, gold loans rise from distress to mainstream, and more
BUSINESS
Moneycontrol Pro Market Outlook | Surge in GDP a double-edged sword for Indian investors?
A slow and steady ascent has characterised the Nifty's third consecutive week of gains. Weak market breadth continues to unsettle investors, though the midcap index has bounced back
BUSINESS
Unpacking the cash market surge
SEBI’s restrictions on options trading triggered an unexpected boom in India's cash market, with delivery volumes surging as traders sought new opportunities
BUSINESS
Is the Nifty rally built on sand?
The Nifty50's approach to record highs masks troubling weakness in the broader Indian market, where just six stocks are driving the rally while hundreds languish below key technical levels.
BUSINESS
Moneycontrol Pro Panorama | TCS Bets Big on AI Infrastructure—But is India still playing catch-up?
Moneycontrol's Pro Panorama November 24 edition: IT sector continues to navigate uncertainty, reasons behind Rupee’s slide and implications for stakeholders, strong market momentum meets weak sentiment, and more
BUSINESS
Pro Market Outlook | Strong momentum meets weak sentiment
Global markets fell after strong US jobs data dimmed rate cut hopes, while the Indian rupee hit a record low and US-India trade uncertainty hurt investor sentiment.
BUSINESS
Why India's stock lending mechanism remains a failed experiment
Despite being introduced nearly two decades ago, India's securities lending and borrowing scheme has failed to gain meaningful traction due to prohibitive margin requirements, high costs, and inflexible rules, prompting SEBI to plan its first major overhaul in nearly two decades
BUSINESS
Moneycontrol Pro Panorama | Is India an AI hedge trade?
In November 10 edition of Moneycontrol Pro Panorama: RBI opens M&A loan gate are Indian banks ready, extended US shutdown clouds market outlook, government resets its renewable energy plans, equal pay for women’s cricket isn’t charity, and more
BUSINESS
Pro Market Outlook | Extended US shutdown clouds market outlook
Indian markets may follow global trends, particularly US market movements, with increased volatility due to the US government shutdown and lack of domestic drivers
BUSINESS
Why brokers are demanding Bank Nifty's return
SEBI's crackdown on weekly options has triggered a revenue crisis across Indian brokerages and exchanges, with 26 lakh active clients exiting in the September quarter alone—prompting desperate appeals to restore Bank Nifty trading
BUSINESS
Moneycontrol Pro Panorama | The Great Energy Exodus: How AI Is Draining Capital from Big Oil
In today’s edition of Pro Panorama: Auto sales in top gear, GAIL pumps it up, tax cloud over economic recovery, India’s Golden ATM and much more
BUSINESS
Pro Market Outlook | Global events to dictate market direction
Despite the weekly pullback, it's important to recognise that this appears to be a minor correction rather than a trend reversal
BUSINESS
SEBI's fee revolution -- Investors cheer, AMCs flinch
SEBI's proposed mutual fund fee cuts promise to save retail investors thousands annually, but AMCs and brokers are bracing for a profit squeeze that could reshape India's fund industry.
BUSINESS
Trading halts: Exchanges pay fines, traders pay the price
Trading halts cost Indian exchanges crores in penalties, yet the traders who actually lost money remain empty-handed
BUSINESS
Moneycontrol Pro Panorama | Resilient realty
For Moneycontrol's Pro Panorama October 27 edition: RBI’s new capital market exposure rules explained, a look at the structural challenges ahead, a US-China trade deal may not end their strategic rivalry, and more
BUSINESS
Pro Market Outlook | Benchmarks touch 52-week highs as markets eye US deal
Nifty ended the week positive but below opening levels. Market focus shifts to corporate earnings and potential US-India trade deal, while progress in US-China talks sustains global positive sentiment
BUSINESS
Following the Smart Money: What Q3 VC funding reveals about AI dominance, India's innovation gap
Following venture capital flows is like reading a map of the future, and right now, all roads lead to artificial intelligence
BUSINESS
Moneycontrol Pro Panorama | Beyond the festive glow
For Moneycontrol's Pro Panorama October 20 edition: Afghanistan-Pakistan and a new flashpoint, long-term bonds on fiscal tightrope, buy in Muhurat trading sell at year-end, Swadeshi is more than just buying local, and more
BUSINESS
Chart of the Day: Buy in Muhurat trading, sell at year-end
A decade of data reveals why India's stock market has turned Diwali-to-year-end into a predictable bull run
BUSINESS
Pro Market Outlook | Can robust earnings propel Samvat 2082 to new heights?
The Nifty50 gained 1.68% driven by FII buying, while small-caps dropped 0.6% and mid-caps remained flat. FIIs were net buyers, but overall net sales were Rs 586.76 crore
BUSINESS
Navigating New Waters: The impact of port fees on global trade politics
The US-China trade war just went maritime: new port fees are reshaping global shipping routes and driving up costs worldwide
BUSINESS
GuruSpeak: Nimai Jhunjhunwala’s search for a forex hedge turned him into a quant trader
He runs a basket-style options framework across large-cap stocks, to capture opportunities across volatility, dispersion and directional moves
