As US bond yields show signs of pullback, investors are weighing potential risks to global growth and the likelihood of a US recession in the coming years. In an exclusive discussion with ET Now, market strategist Cameron Brandt shared his insights on the current economic landscape and capital flows. US Bond Yields and Recession Risks … Read more
“I personally feel that given the level of monetary policy action that the RBI gave, had it not been for this geopolitical issue, my sense is that the markets would have probably broken out on the upside because it is a fairly strong monetary stimulus that you have given to the economy. Unfortunately, it all … Read more
The Nifty50 wrapped up the week ended June 13, 2025, with a loss of over 1%, weighed down by rising geopolitical concerns that soured market sentiment on Dalal Street. The index failed to sustain above the 25,000 mark, ending the week on a bearish note. In our previous note, we had identified June 10–11 as … Read more
“The management commentary across the board is by and large still somewhat weakish to at best neutral in most cases. So, we still are not really in a good news environment. The good news would be when I guess earnings really start delivering and you start seeing good earnings growth coming through,” says Pratik Gupta, … Read more
The Indian stock market ended lower on Friday, curbing its weekly gains, as broad sectoral losses and investor concerns over escalating geopolitical tensions following a deadly militant attack in Kashmir weighed on market sentiment. The benchmark BSE Sensex lost 588.90 points or 0.74% to close at 79,212.53, while the broader Nifty 50 index closed at … Read more
On the weekly timeframe, Ultratech Cement has successfully given a breakout above its all-time high, crossing the critical resistance zone of 12,130–12,150. This breakout signals strong bullish strength. Additionally, the moving averages have started trending upward, further confirming a bullish trend and reinforcing positive price action. From a momentum perspective, the RSI has broken out … Read more
“Investors should pay attention to relative valuations, interest rates, trends in NPAs, and other macro factors to see when the tide may be turning,” says Anil Rego, MD & CIO, Right Horizons PMS.In an interview with ETMarkets, Rego said: “Earnings have been strong, and while absolute valuations may be high, in relative terms, we are … Read more
“I think there is a possibility that some of the FPIs reallocate part of portfolio allocations to China. However, any such decision is expected to be more tactical and not structural,” says Sachin Bajaj, EVP & Chief Investment Officer, Max Life Insurance. In an interview with ETMarkets, Bajaj said: “We are favorably positioned on the … Read more
Spot gold closed with a solid gain of 1.76% at $2330 Friday as the metal rallied for the third straight week. It hit a fresh record high just above $2330. It posted a whooping gain of nearly 4.50% on the week despite surging yields and a largely steady US Dollar. Part of the gains this … Read more