Latest Updates Around The World
In an environment characterized by high valuations in parts of the market, uncertainty about global growth and periodic volatility driven by interest rate expectations and geopolitical risks, the approach championed by investment legend Seth Klarman is regaining relevance.His philosophy emphasizes capital preservation, patience and buying assets only if they offer a meaningful margin of safety; […]
Investors are turning to the financial results of artificial intelligence company Nvidia Corp in the coming week to steady the U.S. stock market, which has been roiled by AI-related concerns and is processing a Supreme Court overturn of President Donald Trump’s sweeping trade tariffs. Friday’s Supreme Court ruling striking down Trump’s tariffs initially lifted stock […]
Radhavi Deshpande, Chief Investment Officer at Kotak Mahindra Life Insurance, believes that REITs and InvITs are positioned to take on a more meaningful role over time, driven by stable cash flows, improving market depth and their ability to improve risk-adjusted portfolio returns.In this chat, she shares her FY27 outlook in terms of earnings growth, small […]
Veteran valuation expert Aswath Damodaran said in a recent interview with The Prof G Markets that he would choose Anthropic as an investment choice over OpenAI if either company were to go public, not because of fundamentals, but because of leadership dynamics.Damodaran, a professor at NYU’s Stern School and a respected voice on valuation and […]
Newgen Software shares ended the week 16% higher, while Netweb Technologies rose over 17% and was among the best performing Nifty 500 stocks during the period.“Notably, delivery volumes for Netweb are up 3x and for Newgen almost 9x compared to their respective monthly averages, suggesting strong hands have been built on the upside. We would […]
Indian markets enter the market on Monday amid fresh uncertainty after US President Donald Trump announced temporary tariffs on virtually all US imports will be raised from 10% to 15%, just a day after the US Supreme Court lifted its previous sweeping tariff program.The back-to-back moves have left investors wondering whether this is a short-term […]
The combined market valuation of six of the top 10 most valued companies rose by Rs 63,478.46 crore last week, led by Larsen & Toubro and State Bank of India, which emerged as the biggest gainers.The 30-share BSE Sensex rose 187.95 points, or 0.22 percent, in the past week. Larsen & Toubro, State Bank of […]
The Rs 3,100-crore IPO of Clean Max Enviro Energy Solutions will open for subscription on Monday, with a gray market premium (GMP) of just 0.4%, indicating largely flat listing expectations at current levels. At the top end of the price band of Rs 1,053 per share, the 0.4% GMP translates into a notional premium of […]
Nifty ended the week with a gain of 0.4%, supported by buying in financials and metals. With trading in domestic markets set to resume on Monday, a host of key events throughout the week are likely to impact investor sentiment.The 50-stock index rose 117 points, or 0.46%, on Friday to close at 25,571. Rupak De, […]
The Nifty traded within a relatively narrow range all week, fluctuating within defined limits before ending modestly higher. The index moved between 25,372.70 and 25,885.30, reflecting largely consolidating undertones despite intraday swings. Volatility increased; India’s VIX rose 8.05% to 14.36, indicating an increase in hedging activity and expectations of near-term volatility. The Nifty ultimately ended […]
