Indian Markets

While September will “optically look good” given the weak base last year, December and March should see a significant turnaround, according to the veteran fund manager.

From status quo to 50 bps rate cut: Three scenarios for Indian stock markets that will depend on Fed decision

Some analysts opine that a 25 bps rate cut by the US Federal Reserve should be expected, while others hint at a bumper 50 bps cut.

Sensex, Nifty hold modest gains; SBI sparks PSU Bank rally after steady Q1 results

Indian markets traded with modest gains on August 11, lifted by banking, auto, and realty stocks, as upbeat SBI results spurred PSU Bank buying.

S Naren’s Big Bet: From China to Brazil, the next big boom isn’t in India or the US

Ex-US, ex-India markets are primed for a comeback, but a $7 billion ceiling blocks mutual fund access — and Naren says lifting it could unlock huge gains for Indian investors

Prashant Khemka on Trump tariff uncertainty: Negotiation tactic, India will come out fine

2025 will remain a “normal” year; remain fully in invested, as always, said the founder of WhiteOak

Trump's 25% tariff and penalty a negotiation tactic, real levy seen at 15%, says Ajay Bagga

Ajay Bagga believes the US’ 25% tariff threat on Indian exports is a maximalist negotiating tactic that will likely settle closer to 15%. While exporters may face pain, domestic-focused sectors is the way to go.

India's low-inflation story at risk if crude prices see sustained rise: Kranthi Bathini of WealthMills Securities

From the risk of surging crude prices to rising Middle East worries, Bathini lays out how global tensions could shape inflation, policy moves, and investor strategy in the weeks ahead

Jefferies adds Bharat Electronics, Ambuja Cements in Model Portfolio; drops Shriram Finance

Jefferies has revamped its model portfolio with bets on Bharat Electronics and Ambuja Cements, while removing Coal India and Shriram Finance

Pahalgam terror attack: Market experts flag retaliation as potential trigger for near-term volatility

Market experts believe the sentimental impact on equities is likely to remain minimal, as the ongoing rebound from April lows continues to hold strong

Can Donald Trump's 90-day tariff truce bring risk-on sentiment back for real?

Analysts pointed out that Trump’s unpredictable trade policy lacks the stability needed to draw investors back to riskier assets

Negative start likely for Dalal Street amidst sharp selloff in US markets, Asian markets

All three major indices on Wall Street drifted into the red, surrendering a portion of the impressive gains from the prior session

India VIX hits 5-year high amid trade war jitters, experts warn of wild swings ahead

Unless the VIX cools off to levels around 18, market experts believe volatile swings in the markets could be the new norm

Mark Matthews says "discounted" tariffs provide India trade advantage, minimal earnings impact

India's position remains relatively stronger compared to Asian counterparts like China, Vietnam, and Sri Lanka—who received much higher tariffs, says Matthews

Prashant Jain says FPI selling is opportunity, not risk

Jain expects Nifty to compound in the low double digits over the next three to five years

Jefferies' Mahesh Nandurkar explains why the market correction might be near its end

Nandurkar sees the best risk-reward in lenders—banks and lending NBFCs, largely driven by their discounted valuations. He also remains optimistic on power, autos, real estate, and discretionary consumption plays.

Rajeev Thakkar of PPFAS Mutual Fund bullish on private lenders for 2025

Reflecting on past market cycles, Thakkar highlighted how excessive liquidity led to irrational exuberance and hyper-competition across sectors

From Covid-19 to Trump's tariffs, disruptions keep creating new market leaders: Amit Jeswani

Jeswani highlighted that US President Donald Trump's trade policies could be the biggest game-changer, ultimately paving way for new market leaders

Govt's STT collection won't be even 50% of FY26 estimates amid market correction: Zerodha's Nithin Kamath

'We are seeing degrowth in the business for the first time since we started 15 years ago,' says Kamath

Short call | Is the worst of earnings downgrades behind for India Inc? Nazara Tech, Senco Gold in focus

"The greatest gains in the market have been made by simultaneous increase of earnings along with increase in P/E" - Thomas Phelps

Budget sets stage for India Inc to clock double-digit earnings growth in FY26, say analysts

With India Inc posting 8 percent profitability so far in Q3FY25, analysts believe the Union Budget could set the stage for stronger corporate performance in FY26

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.

Taking Stock | Sensex rebounds from 7-month lows, Nifty back above 23,150 led by tech stocks

Analysts believe the Nifty could see further upside if it sustains above the critical 23,000 mark in the coming sessions

FIIs exit meet DIIs conviction past 3 months: Who will blink first?

Kotak analysts warn that this prolonged tug-of-war between FIIs and DIIs could potentially strain the balance of payments, erode forex reserves

Budget 2025: Catalyst or temporary relief for India Inc earnings slowdown woes?

Analysts believe the 2025 Union Budget could offer a much-needed short-term boost to market sentiment

Investors cautious as global markets turn jittery ahead of FOMC meet

The upcoming Fed monetary policy meeting carries added significance as it will be the final one under the Biden administration. This gives greater significance to the Fed's forecasts for 2025 as the Trump administration takes office.