BUSINESS
Gold prices hit all-time highs, will bulls keep it glittering or will bears steal the shine?
Bulls and bears are divided on the outlook for the safe haven asset, with some experts suggesting that despite the scorching trend, the rally has further legs, while others believe gold prices could be poised for a correction.
BUSINESS
Trillions wiped out as tariff fears surge; experts advise defensive shift
Experts stated that the Indian economy is more insulated than EMs, when it comes to tariff-related turbulences, causing domestic indices to outperform global peers.
BUSINESS
Bulls and bears tussle over Nifty at 22,400, Sensex slips after RBI lowers GDP forecast, tariff jitters grow
Nifty, Sensex traded with cuts as global market sentiment turned negative amid tariff concerns, and the RBI cut its GDP forecast for FY26.
BUSINESS
Rate-sensitive stocks mixed as RBI MPC cuts repo rate by 25 bps; auto outshines, bank, realty stocks tank
The Reserve Bank of India's repo rate cut comes amid heightened global uncertainty and its likely impact on domestic growth, inflation and the currency.
BUSINESS
Nifty cracks under 22,400, Sensex slips as RBI cuts growth estimates, US-China tariff tensions hit fever pitch
Nifty, Sensex slipped 0.6 percent as global market sentiment turned negative after the U.S. imposed a 104 percent tariff on Chinese imports, sparking fears of a deeper trade war.
BUSINESS
Tariff turbulence: Nifty, Sensex outperform global peers; Asian, European markets crash up to 13%
Several Asian and European markets plunged into bear market territories as risky assets such equities have borne the brunt of the selling.
BUSINESS
Gold's shine dims: Bulls see long-term sparkle, bears price in 40% crash
While some forecasts suggest a steep fall in gold prices, analysts say strong global demand and geopolitical risks could cushion the downside.
BUSINESS
Investors should remain cautious, adopt 'wait and watch' approach amid market sell-off: Experts
Analysts and market experts are suggesting that investors should 'wait and watch' as the tariff narrative plays out.
BUSINESS
Experts see silver lining for Indian EMS firms amid Trump's reciprocal tariffs
Experts suggested that Indian electronics manufacturing services (EMS) players may benefit relatively, as India’s tariff rate is lower than those on Vietnam and China.
BUSINESS
Nifty, Sensex trade flat as investors shrug off Trump's reciprocal tariffs fears; Nifty IT cracks 2.5%
Nifty, Sensex fell during the opening session, echoing weak global cues as Trump's reciprocal tariff announcements weighed.
BUSINESS
26% tariff blow 'worse than expected', India's GDP may take 50 bps hit, say experts
Trump Tariffs: The markets were pricing in an effective tariff rate in the high teens, the actual rates are now projected to be in the mid-to-high 20 percent range.
BUSINESS
Nifty, Sensex may open gap-down as Trump’s reciprocal tariffs fuel global sell-off; check key levels to watch
The Indian markets are likely to see a sour start, interpreting Trump's reciprocal tariff announcements negatively, and a short-term downtrend may emerge, noted experts.
BUSINESS
Donald Trump’s Reciprocal Tariffs: Pharma, auto, jewellery among sectors at risk from reciprocal tariffs
Indian markets tumbled as investors fear the impact on key export sectors, including pharmaceuticals, automobiles, and gems and jewelry.
BUSINESS
Goldman Sachs' top 10 India picks: HDFC Bank, Titan, M&M among key bets
Goldman Sachs chose 10 stocks for its top bets across financials, consumer, industrials, and clean energy sectors, expecting strong growth and good returns.
BUSINESS
NSE Index Rejig: Zomato, Jio Financial Services to enter Nifty 50 today; Britannia Industries, BPCL excluded
Zomato and Jio Financial Services inclusion may bring passive inflows of $602 million and $308 million into the headline Nifty 50 index
BUSINESS
Nifty IT enters bear market, sinks 21% from highs to erase Rs 8.4 lakh crore in value
Given the global uncertainties, investors are highly uncertain regarding the growth outlook of the Indian IT landscape, which depends on exports for revenues.
BUSINESS
Optimism has prevailed for the past 16 years, said Howard Marks, Oaktree Capital
As a result, bad deals will be done when periods are too positive, and those will be exposed in slower times through losses. However, in the current landscape, Marks doesn't see massive psychological excesses.
BUSINESS
Take a little bit more risk, trim exposure to IT, pharma, says Devarsh Vakil, HDFC Securities
HDFC Securities' Devarsh Vakil advises investors to shift from defensive sectors like IT and pharma to riskier bets, including cement and chemicals as the market nears a bottom
BUSINESS
Tweak LTCG structure if cutting rates not an option, say experts
Market participants say that while the government may not be in favour of rolling back a tax levy as they might lose out on a revenue source, at least the structure can be reviewed so that the impact is minimised.
BUSINESS
SME IPO boom fizzles: Sharp correction wipes out multi-bagger returns
The SME IPO rally has lost steam, with the BSE SME IPO Index dropping 30 percent from its peak as market corrections hit overvalued stocks.
BUSINESS
Smallcaps, midcaps were never as overvalued as experts suggested: Emkay's Manish Sonthalia
Very few of the names in the broader markets traded at very exorbitant valuations, skewing the perception of the midcap and smallcap indices, said Emkay Investment Managers' CIO Manish Sonthalia.
BUSINESS
Cables & Wires sector braces for UltraTech Cement’s big entry
UltraTech Cement's entry into the cables and wires sector with a Rs 1,800 crore investment triggered a sharp sell-off, with KEI Industries, Polycab, and Havells plunging up to 17 percent.
BUSINESS
Indian markets could see continued pressure as FIIs flock to China, further selling likely: Nomura
Nomura said that the positive narrative on India is also being tested amid a slowing economy and corporate earnings.
BUSINESS
Nifty to gain just 2% by FY26 to hit 22,850? This brokerage thinks so
InCred Equities' bull-case scenario puts Nifty 50 at 26,123, while in the bear-case scenario sees the index at 21,029 by March 2026.
