“One space that is still not looking great is the MFI space because that is a situation where the management, for the lack of a better word, has not thrown in the proverbial towel yet, which means that the situation has to get a little worse before they become attractive assets,” says Jigar Mistry, Buoyant … Read more
Trump on Wednesday stunned markets by awarding a 90-day reprieve on his “Liberation Day” reciprocal levies that had gone into effect less than 24 hours earlier, though he maintained a baseline tariff rate of 10% on most countries. At the same time, he singled out China for additional levies, taking the tariff rate to 125% … Read more
“It is a very-very good liquidity provision they have done. Now, followed up with another repo rate cut and changing the stance from neutral to accommodative and clearly directionally telling that we are pro-growth now,” says Sanjay H Parekh, Sohum Asset Managers.The verdict is out. If you look at the RBI stance, there is a … Read more
After a brief return of optimism in March, foreign institutional investors (FIIs) reversed course and turned net sellers in early April, rattled by a sudden escalation in global trade tensions. The trigger came on April 2, when U.S. President Donald Trump announced steep reciprocal tariffs, prompting a sharp correction in global equity markets and reigniting … Read more
“Looking at the current market conditions, we are still cautious on the Indian Stock Markets at least in the short-to medium term. If an investor has a net portfolio loss, then firstly it’s important to look at the current holdings,” says Amit Jain, Co- Founder of Ashika Global Family Office Services. In an interview with … Read more
Capital markets regulator Sebi has granted an extension for the listing of National Securities Depository Ltd (NSDL) shares until July 31, 2025, the depository announced. This extension comes after the depository sought an extension from the Securities and Exchange Board of India (Sebi). According to NSDL’s statement, “Sebi, vide its letter dated March 28, 2025, … Read more
“We are not out of the woods. Markets were oversold. We have had a rally. But I would not be surprised if we could have another leg down at some point in the markets,” says Punita Kumar Sinha, Pacific Paradigm Advisors. So, you think for the bulls, the smile is back and is the smile … Read more
“We will see a lot more companies list, a lot more companies come up, lots of very interesting things to happen in the next 10 years,” says Deepak Shenoy, Founder, Capital Mind.I just want to get your general sense on the market because after the kind of carnage that we have seen on D-Street, we … Read more
“I would say that maybe the worst is over unless there is additional bad news and certainly, investors should raise their exposure to equities,” says Dipan Mehta, Director, Elixir Equities. When everybody was, in a sense, worried about FII flows, what will happen to Donald Trump, what will happen to dollar index, markets have bottomed … Read more
“Policy relaxations in terms of risk weightages, ignored by the markets, and the third important point is the policy rate cut action after five years ignored by the markets,” says Pankaj Tibrewal, IKIGAI Asset Managers.Well, could have been better if markets were better.Pankaj Tibrewal: These are all cycles. You have seen it all across. So, … Read more