BUSINESS
GQG, BlackRock, Invesco see $1 billion in outflows from EM funds, India-dedicated funds lose steam
Emerging market fund inflows slowed amid geopolitical tensions, with key players seeing major redemptions, while gold and junk bond funds outperform.
BUSINESS
10 stocks from textile, auto, pharma, and seafood sectors to gain from India-UK trade pact
A range of Indian companies across textiles, auto, agri, pharma, and jewellery are poised to see export-led growth following the signing of the deal.
BUSINESS
Tata Consumer expects volume growth to rebound, gross margins to normalize
Tata Consumer expects volume growth to recover as prices stabilize, with margins normalizing to historical levels going ahead.
BUSINESS
Falling coffee prices hit Tata Consumer's margins, Q1 EBITDA slips 8%
Tata Consumer’s Q1 EBITDA dropped 8 percent partly due to lower coffee prices impacting its non-branded business, though net profit rose 15 percent on-year.
BUSINESS
Nestle India Q1 Preview: Profit likely to remain flat despite steady sales growth
According to a Moneycontrol poll of nine brokerages, net profit is likely to rise by 0.6 percent to Rs 751 crore for the quarter ended June.
BUSINESS
Tata Consumer Q1 Preview: Strong sales growth seen, soft coffee prices may pressure margins
Tata Consumer Products is expected to post strong revenue growth in the three months ended June 30, 2025, while EBITDA is likely to take a hit.
BUSINESS
High valuations? No worries, says Prashant Jain
3P’s veteran fund manager says a sharply lower cost of capital offsets justify higher multiples, but does not leave scope for further re-rating.
BUSINESS
Citi downgrades Indian equities to 'neutral' on lofty valuations, upgrades China, South Korea
According to Citigroup, India's earnings growth no longer appears exceptional against the backdrop of still-elevated valuations.
BUSINESS
Ambit sees chemicals as a top contrarian bet in a fully priced market
Global restocking, early demand recovery set stage for upside in under-owned sectors, says Sushant Bhansali and Siddhartha Bothra.
BUSINESS
RBI may lower inflation forecast for FY26 but maintain gradual policy stance
While the cooling inflation trend strengthens the case for easing, sticky core inflation and cautious growth outlook may slow the RBI’s pace of rate cuts.
BUSINESS
TCS’s Q1 show misses the mark; what this means for the broader IT landscape
Tata Consultancy Services' muted outlook and commentary on cautious client spending have raised concerns for the broader IT sector’s near-term prospects.
BUSINESS
Priya Nair to lead HUL, analysts say move could revive sentiment, growth; shares up 5%
Priya Nair's elevation is met with optimism from brokerages, who expect her to steer HUL through competitive pressures and unlock new growth avenues.
MARKETS
Algo traders are a tiny fraction of FPIs in India
Currently, only 2.5 percent of the 11,219 foreign portfolio investors in India engage in algo trading, according to Securities and Exchange Board of India.
BUSINESS
What's driving the rally in global, domestic markets in H1 of 2025?
According to experts, a large portion of the rally was supported by growing expectations that global central banks would begin easing policy rates.
BUSINESS
Jane Street's two strategies to game Bank Nifty, Nifty 50
SEBI alleges that Jane Street manipulated key Indian indices using high-frequency trades to book massive profits from index options.
BUSINESS
HDB Financial Services IPO valuation trails Bajaj Finance, Chola despite steady fundamentals
HDB Financial's net interest margin of 7.6 percent places it in the mid-tier range of profitability, especially when compared to Bajaj Finance.
BUSINESS
Block deal mania on Dalal Street, shares worth Rs 1,700 crore exchange hands in trade
Delhivery, PB Fintech, Coforge, along with recently listed One Mobikwik Systems, saw various trades in the block deal window on Thursday.
BUSINESS
Iran may close Strait of Hormuz: How rising oil prices would hit India
Over 80% of the oil transported through the Strait of Hormuz is consumed by Asia, of which China, India, Japan and South Korea account for around 65%.
BUSINESS
Jefferies flags valuation risks, adds TVS Motor, Home First Finance, Manappuram to India portfolio
Indian equities have surged sharply since April lows, pushing valuations higher, particularly in the midcap space, prompting Jefferies to raise caution.
BUSINESS
Trent, BEL to join 30-share Sensex today, Nestle India, IndusInd Bank excluded
Trent and Bharat Electronics will be included in the BSE Sensex, replacing Nestle India and IndusInd Bank, with the adjustment taking place on June 20.
BUSINESS
Uncertainty is Fed’s favourite word, analysts flag ‘stagflation lite’ concerns
Experts said the Fed may wait for meaningful signs of weakness in the labor market before acting, which implies that the next cut may only arrive in September.
BUSINESS
‘Someone has to pay’: Fed's Jerome Powell says tariffs will drive inflation higher
Federal Reserve Chair Jerome Powell said inflation is expected to rise in the coming months as the effects of tariffs work through the supply chain.
BUSINESS
Federal Reserve's dot plot signals two rate cuts ahead in 2025
According to the CME Group’s FedWatch tool, investors did not anticipate a rate cut in the Fed’s June meeting.
BUSINESS
Federal Reserve keeps interest rate unchanged in June meeting, sees two rate cuts this year
FOMC June Meeting: The U.S. Federal Reserve has kept the federal funds effective rate unchanged at the 4.25-4.5 percent mark, unchanged since December 2024.
