ETMarkets Smart Talk| New GST regime and higher US tariffs likely to weigh on September-quarter earnings across sectors: Shravan Sreenivasula

ETMarkets Smart Talk| New GST regime and higher US tariffs likely to weigh on September-quarter earnings across sectors: Shravan Sreenivasula

Corporate India may face some turbulence this earnings season as twin headwinds—implementation of the new GST regime and the imposition of higher US tariffs—begin to show up in September-quarter numbers. According to Shravan Sreenivasula, Head – Investment Solutions at Avendus Wealth Management, these factors have disrupted inventory clearance and created caution across key industries such … Read more

F&O Talk | Nifty heading towards 26k? Crucial breakout may boost sentiment: Sudeep Shah

F&O Talk | Nifty heading towards 26k? Crucial breakout may boost sentiment: Sudeep Shah

Indian equities extended their winning streak for a third straight week, aided by supportive domestic and global cues. After a subdued start, benchmark indices gradually moved higher through most sessions, though profit-booking on the final day pared some of the gains. Ultimately, both the Nifty and Sensex closed nearly 1% higher, ending the week at … Read more

ETMarkets Smart Talk | India’s $50 billion IPO wave to challenge market valuations: ICICI Pru’s Gautam Sinha Roy

ETMarkets Smart Talk | India’s  billion IPO wave to challenge market valuations: ICICI Pru’s Gautam Sinha Roy

India’s primary market is gearing up for a massive fundraising spree, with over $50 billion worth of IPOs expected to hit Dalal Street over the next 12–18 months. This wave of equity supply, driven by both private equity exits and fresh fundraising by Indian corporates, is likely to test the market’s appetite and resilience. According … Read more

US Federal Reserve likely to defy President Trump, keep rates unchanged this week

US Federal Reserve likely to defy President Trump, keep rates unchanged this week

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

‘In 1990, 1 kg gold could buy a Maruti 800, in 2040, it would buy…’: Expert on current gold rally 

‘In 1990, 1 kg gold could buy a Maruti 800, in 2040, it would buy…’: Expert on current gold rally 

Gold futures have reached a historic high of $3,065.09 per ounce in New York, with 24K gold prices in India rising to Rs 90,450 per 10 grams, and 22K gold climbing to Rs 82,910 per 10 grams. Gold prices continued their upward trend for the third consecutive day, reaching a new record high of Rs 89,796 … Read more

‘Gold to stay bullish… in long-term horizon, it may test Rs 1 lakh’: Anuj Gupta of HDFC Securities

‘Gold to stay bullish… in long-term horizon, it may test Rs 1 lakh’: Anuj Gupta of HDFC Securities

Gold prices in India reached a new all-time high on Wednesday, March 19, crossing Rs 90,000 per 10 grams. This increase is attributed to rising geopolitical tensions in the Middle East, uncertainties in global trade, and anticipation regarding the US Federal Reserve’s monetary policy decision. The geopolitical situation in the Middle East has been a … Read more

Vedanta, Infosys among 6 largecap stocks that outperformed Nifty50 – Nifty Movers

Vedanta, Infosys among 6 largecap stocks that outperformed Nifty50 – Nifty Movers

Domestic benchmark equity indices fell on Monday, weighed down by losses in heavyweight financials and IT stocks ahead of the US Federal Reserve’s interest rate decision this week. However, as per data available on StockEdge, several largecap stocks from Nifty200 index outperformed the benchmark Nifty50 on a 1-week and 3-month basis as of December 13. … Read more

Bond Street to see $2-3 billion foreign inflows a month after inclusion in JP Morgan Index

Bond Street to see -3 billion foreign inflows a month after inclusion in JP Morgan Index

Mumbai: The sovereign debt market will see foreign flows worth $2-3 billion per month once domestic bonds are included in a JP Morgan index this week, with the pace likely to accelerate once the US starts cutting rates, Standard Chartered Bank‘s India head of financial markets said. “We have a different profile spread across clients. … Read more

Demand for Fed funding tool hits record before rate hike

Demand for Fed funding tool hits record before rate hike

Borrowing from a Federal Reserve emergency lending program rose to a fresh record, just before the central bank raised the facility’s interest rate to stop financial institutions from taking advantage and arbitraging on its attractive terms. Demand for the Bank Term Funding Program rose approximately $6.3 billion in the week through Wednesday, Jan. 24 to … Read more

ET Explainer: Why the Fed may dash rate cuts hope

ET Explainer: Why the Fed may dash rate cuts hope

US Federal Reserve chairman Jerome Powell on Thursday rattled financial markets worldwide by saying that the central bank was not yet confident that interest rates were at a sufficiently restrictive level to bring inflation to its 2% target. The statement, which leaves the door open for more Fed rate hikes, yanked five-year US bond yields … Read more