The Federal Reserve may be about to stimulate an economy growing at more than 3%, where stocks are at record highs and inflation remains above target. The problem is that no one knows for sure how far the U.S. central bank can go before it trips that wire. Putting aside the intense political pressure, the … Read more
As the U.S. Federal Reserve gears up for an expected rate cut next week, China’s central bank is likely to resist a near-term easing in policy as it grapples with a dilemma: how to shore up a weak economy without further fuelling a hot stock market. Policymakers are under pressure to fend off a sharp … Read more
In an exclusive chat with ETMarkets, Marzban Irani, CIO–Fixed Income at LIC Mutual Fund Asset Management Ltd, shares his outlook on debt markets, interest rate trajectory, and investment strategies. He cautions investors against expecting the kind of double-digit returns seen in recent years and advises them to stay invested with realistic expectations. According to him, … Read more
Washington: The case for a US interest rate cut remains unresolved as Federal Reserve officials head into their policy meeting later this month, with data showing fresh signs of higher inflation and President Donald Trump intensifying his demands for lower borrowing costs. Trump appeared near the point of trying to fire Fed Chair Jerome Powell … Read more
In this edition of ETMarkets Smart Talk, we caught up with Kedar Kadam, Director – Equities: Asset & Wealth Management at Dolat Capital Markets, to decode the evolving landscape of Indian equities in FY26. Using the phrase “Too old to rally, too young to fall”, Kadam describes the market’s current phase—no longer in a euphoric … Read more
In this edition of ETMarkets Smart Talk, Puneet Pal, Head of Fixed Income at PGIM India AMC, addresses the recent $2 billion FPI outflows from Indian fixed income markets in June. Despite strong macroeconomic fundamentals and steady returns from Indian bonds over the past two years, foreign investors have begun paring their exposure. Pal believes … Read more
The Federal Reserve will likely keep its key short-term interest rate unchanged on Wednesday, despite weeks of harsh criticism and demands from President Donald Trump that the Fed reduce borrowing costs. After causing a sharp drop in financial markets two weeks ago by saying he could fire Fed Chair Jerome Powell, Trump subsequently backed off … Read more
“Small & midcaps” are a “buy-on-dips” play, not a “buy-now” bet. Valuations are improving, but momentum hasn’t turned. Accumulate via SIPs & defensives, keeping 20–30% liquidity for better opportunities in 2Q/3Q 2025,” says Asutosh Mishra, Head – Institutional Equities Research, Ashika Stock Broking. In an interview with ETMarkets, Mishra said: “Metals and autos are the … Read more
President Donald Trump may have found a way to force the Federal Reserve to lower interest rates after all.It’s no secret that Trump wants lower rates. He also wants more say in monetary policy, even though he already has the power to name the Fed chair and two vice chairs, subject to Senate confirmation. It … Read more
“RBI certainly has a very strong balance sheet and balance of payment situation is also very good. Corporate balance sheet has the lowest leverage. Banking balance sheet is best ever,” says Sanjay H Parekh, Sohum Asset Managers.How are you looking at the markets at this juncture post the sharp selloff that we have seen in … Read more