Building resilience, not just returns: the case for multi-asset funds

Markets never move in straight lines. No investor can predict the direction of the next cycle. There are periods of strong profits and high confidence, followed by times when bond yields rise, inflationary pressures increase or global events shake sentiment. These shifts are natural: markets go through cycles of optimism and caution.In this environment, investors […]

IndusInd Bank at 1x book; buy, but be patient; focus on value and structural triggers: Sudip Bandyopadhyay’s market playbook

Indian markets remain choppy, but investor opportunities continue to emerge in banking, auto, consumer and select digital stocks, said Sudip Bandyopadhyay, group chairman, Inditrade Capital. In an interview with ET Now, he outlined where he sees clear value – and where caution is needed. IndusInd Bank: Buy now, but wait a year Bandyopadhyay remains bullish […]

Gold prices fall after US Fed minutes show division on rate cuts, and BLS cancels October jobs data release

Gold and silver prices edged lower on Thursday, November 20, as declining hopes for a US interest rate cut continued to dampen sentiment for the precious metals. The latest US Fed Minutes reveal divisions among Federal Reserve officials over the need for interest rate cuts, torn between concerns about a weakening labor market and persistent […]

Gold and silver prices rise, rapid two-day decline, but dwindling hopes for rate cuts linger. All eyes on US jobs figures

Gold and silver prices rose marginally in early trading on Wednesday, November 19, breaking their two-day losing streak this week, even as fading hopes for a US interest rate cut continued to dampen sentiment for the precious metals. Attention now turns to the delayed US jobs figures due tomorrow. The lack of new data for […]

Rajiv Jain’s GQG Partners raises stake in 5 Adani Group companies in a block deal of Rs 5,094 cr

Rajiv Jain-backed GQG Partners on Tuesday increased its stake in five Adani Group companies through multiple block deals. The stocks in which he has added his stake are Adani Enterprises, Adani Ports and Special Economic Zone (APSEZ), Adani Green Energy, Adani Energy Solutions and Adani Power. The investment firm has spent a total of Rs […]

Gold and silver prices are each falling more than 1% as hopes for Fed rate cuts weaken. Should you buy the dip?

Gold and silver prices fell in early trading on Tuesday, November 18, amid waning expectations for a US interest rate cut as investors await the release of delayed US economic reports this week. The lack of US data over the past six weeks, coupled with hawkish comments from several Fed officials, has dampened hopes for […]

Sebi in advanced stages of comprehensive review of stockbroker regulations: Tuhin Kanta Pandey

Markets regulator Securities and Exchange Board of India (Sebi) is at an advanced stage of a comprehensive review of stockbroker regulations, while preparatory work for the Settlement and LODR regulations has begun and public consultations will follow, chairman Tuhin Kanta Pander said at a CII event on Monday.Rules for stock brokers were 30 years ago […]

Lenskart’s valuations are way too high and the stock could see a sharp correction, says Dharmesh Kant

Eyewear retailer Lenskart’s lukewarm listing has sparked debate among investors and analysts. Despite being oversubscribed by more than 20 times, the stock opened weaker, surprising many on Dalal Street. According to Dharmesh Kant, Head of Equity Research at Cholamandalam Securities, the problem lies not in business fundamentals but in excessive IPO prices.“The surprise is that […]