In a recent conversation with ET Now, economist Ed Yardeni from Yardeni Research shared his views on US trade tensions, Federal Reserve policy and global market risks. On tariffs with countries like India and China, Yardeni said, “As long as Trump is president, we are going to have a tariff issue. It’s a tool he … Read more
After a 14-month wait, the equity markets finally opened the month with a fresh record. The cheer from the stronger-than-expected GDP reading lifted sentiment early in the session, giving headline indices a buoyant start. But behind the optimism lies a more complex picture—one where the broader market is still nursing significant strain. “It does not … Read more
Foreign Institutional Investors (FIIs) have remained net sellers in the Indian equity markets so far in November, offloading shares worth Rs 15,659 crore and purchasing Rs 11,894 crore through the primary market, resulting in net outflows of Rs 3,765 crore till November 29. However, according to V K Vijayakumar, Chief Investment Strategist at Geojit Financial … Read more
India’s corporate earnings may finally rebound in 2026 after a weak year marked by single-digit profit growth, says Sridhar Sivaram, Investment Director at Enam Holdings. He told ET Now that while early signs of improvement are visible, true earnings momentum will emerge only next year—powered by a key policy pivot, rate cuts and rising consumption. … Read more
India’s love for gold is once again a talking point — this time highlighting its economic strength. Gurmeet Chadha, Managing Partner & CIO at Complete Circle, has underscored India’s massive gold holdings, estimated at nearly $3.5 trillion, as a sign of the country’s deep-rooted wealth and resilience. Chadha, in a post on X, noted that … Read more
Foreign Institutional Investors (FIIs) have continued to pare their exposure to Indian equities in September, offloading shares worth Rs 10,782 crore so far. Nifty has remained unbeaten for eight successive sessions despite this sell-off. On Friday, FIIs were net buyers at Rs 129.6 crore while the domestic institutional investors (DIIs) were net buyers at Rs … Read more
Indian equities closed out August with a second straight month of losses, as the Nifty fell 1.38% in a holiday-shortened month and recorded its weakest two-month stretch since early 2023. The benchmark index has been weighed down by U.S. tariff shocks, foreign fund outflows, and profit-taking across key sectors. Investors now face a pivotal week … Read more
Abhay Agarwal, Founder & Fund Manager, Piper Serica, says the markets are eagerly awaiting a resolution to the US president’s tariff disputes, as the daily threats are impacting Indian industries. Order cancellations from US buyers in sectors like textiles and auto ancillaries are already occurring due to tariffs. A sustainable resolution is crucial to restore … Read more
NFO investment: SBI Mutual Fund has introduced SBI Nifty Bank Index Fund, an open-ended scheme designed to replicate the Nifty Bank Index. This scheme’s New Fund Offer (NFO) period commences on January 20, 2025, and concludes on January 31, 2025. The Nifty Bank Index includes up to 12 companies listed on the National Stock Exchange … Read more
Arvind Panagariya, Chairman, 16th Finance Commission, in conversation with ET Now at the Times Network India Economic Conclave. Panagariya says when it is said that inequality has gone up and billionaires are becoming richer and the poor are getting poorer, that gets a lot of attention, but that is really not true. Billionaires have come … Read more