FII sentiment toward India is showing signs of revival, says Alok Agarwal, Head – Quant and Fund Manager at Alchemy Capital Management. With macro stability, easing global uncertainties, and improving earnings visibility, Agarwal believes the “wall of worry” for Indian markets has now shrunk to a “low fence,” setting the stage for renewed foreign inflows. … Read more
As we enter the final quarter of a turbulent 2025, one of the biggest puzzles of the moment is how the U.S. economy is growing at almost 4% without creating any jobs. The answer may lie in artificial intelligence, but proving that will be a challenge. While U.S. markets suffered a near heart attack over … Read more
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 the latest edition of ETMarkets Smart Talk, Aamar Deo Singh, Sr. VP – Research at Angel One, shares his insights on the recent market rally and the sharp rotation of foreign investor flows. He highlights how FIIs are selectively moving away from largecaps into midcap and smallcap stocks, a trend that signals “smart money” … Read more
US President Donald Trump fired Federal Reserve Governor Lisa Cook late Monday, in a move viewed as a sharp escalation in his battle to exert greater control over the independent institution. Trump said in a letter posted on his Truth Social platform Monday that he is firing Cook because of allegations that she committed mortgage … Read more
Federal Reserve officials appeared cautious about a September rate cut as investors awaited Chair Jerome Powell’s keynote speech at the annual Jackson Hole symposium. Source link
Joseph Lavorgna, counselor to Treasury Secretary Scott Bessent, believes tariffs are not inflationary and says economists who have been predicting that prices would rise due to President Donald Trump‘s import duties are wrong. Where many such economists saw effects of tariffs in consumer price inflation data last week, Lavorgna was not persuaded. Economists had been … 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