Indian equity investors have favoured large cap companies in the first six months of the year—which saw high market volatility amid multiple geopolitical tensions, erratic energy prices, and imposition and later pause of reciprocal tariffs by the US. Agencies The mid- and small-cap benchmark indices, which gained 4% and 0.3% in the first six months, … Read more
After six weeks of consolidation and trading in a defined range, the markets finally broke out from this formation and ended the week with gains. Over the past five sessions, the markets have largely traded with a positive undercurrent, continuing to edge higher. The trading range was wider than anticipated; the Nifty traded in an … Read more
Mumbai: Equity mutual fund schemes that bet on sector and focused themes – the hot picks of 2024 – are falling out of investor favour amid erratic returns and heightened risk. Net inflows into sectoral and thematic funds, which averaged ₹15,340 crore a month from June to December 2024, have dropped to an average of … Read more
Asian shares were off to a tepid start at the open Tuesday after a rebound in big tech drove US stocks higher. A regional stock index swung between small gains and losses while equity-index futures for the US dipped 0.2%. Bonds were steady in early Asian trading and the dollar was little changed after hitting … Read more
Mumbai: India’s equity indices fell more than 1% on Tuesday, although the gauges recouped some losses through a choppy trading session marked by weak global cues and profit-booking in heavyweight sectors ahead of the monthly expiry. Analysts said the undertone remains bullish, despite Tuesday’s slide. The NSE Nifty fell 0.7%, or 174.95 points, to finish … Read more
“Investors are beginning to kind of understand that. Second, and possibly more importantly, we are also seeing earnings estimates continue to come down, during this just concluded result season, we are in the last few days of it,” says Manishi Raychaudhuri, Veteran Investor In Asian Equities. First up, I want to get a broad sense … Read more
U.S. stocks ended the week on a quiet note on Friday after oscillating between slight gains and declines, as investors gauged President Donald Trump’s comments on Chinese tariffs ahead of weekend trade talks between the two countries. Wall Street‘s main indexes finished slightly lower for the week. Trump said Beijing should open its market to … Read more
Mumbai: India’s Volatility Index, or VIX – the stock market’s fear gauge – spiked over 10% Thursday, the biggest single-day rise in a month, after the late sell-off in equities amid concerns that the military conflict between India and Pakistan might escalate, unnerved traders. The Sensex and Nifty, which were trading marginally lower for most … Read more
After a relentless rally following the pause of reciprocal tariffs by U.S. President Donald Trump, Indian stock markets now have another challenge to contend with—the issue of Pakistan. Following a deadly terror attack on tourists and civilians in Pahalgam, tensions have flared between the two nations, with India weighing diplomatic and other measures to isolate … Read more
Pointing out that FII outflows in the last 6 months and the resultant valuation correction offer comfort to global investors, Sorbh Gupta, Senior Fund Manager – Equities, Bajaj Finserv AMC, says the growth differential between India and other larger economies should increase. “So Indian equity should outperform from here on compared to US or China … Read more