Latest Updates Around The World
According to Motilal Oswal, Indian markets appear poised for better performance in CY26, especially after the sharp underperformance of around 26% in USD versus MSCI EM in CY25. The brokerage believes that the earnings environment is stabilizing and macro conditions are turning supportive following a series of monetary and fiscal measures by the RBI and […]
Forcing short sellers to run for cover and with the potential of foreign institutional investors (FIIs) returning to Dalal Street with pockets full of cash, the Sensex zoomed over 4,000 points while the Nifty shot up around 5% to close to its all-time high of 26,373 on Tuesday following the announcement of the India-US trade […]
As India heads into Budget 2026 amid global volatility and shifting capital flows, Aashish Somaiyaa, CEO of WhiteOak Capital Management, believes the focus must go beyond key reforms to addressing structural frictions in the market.Speaking to Kshitij Anand on the sidelines of the ETMarkets Budget Roundtable in Mumbai, Somaiyaa said the current framework of securities […]
Nifty ended the week with a gain of over 1%, helped by strong buying on Friday, led by metal and PSU banking stocks. With domestic markets set to reopen on Monday, a host of key events throughout the week are likely to impact investor sentiment.The benchmark index closed 182 points, or 0.70%, higher at 26,328.55, […]
The Indian market went on a three-day losing streak on Thursday with the Sensex and Nifty staging a broad recovery after the US Federal Reserve implemented a 25 basis point interest rate cut overnight. The recovery came at the same time as the rupee weakened to a new low amid growing concerns over the lack […]
Equity benchmarks extended their winning streak for the third week in a row, hitting new record highs on improved global risk appetite and supportive domestic signals. After some initial profit-taking at the start of the week, a sharp recovery mid-week provided renewed bullish momentum, followed by a phase of healthy consolidation. Towards the end of […]
Foreign Institutional Investors (FIIs) have remained net sellers in Indian equity markets so far in November, selling shares worth Rs 15,659 crore and buying Rs 11,894 crore through the primary market, resulting in net outflows of Rs 3,765 crore till November 29.However, according to VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services, changes in […]
ET Markets spoke to Sneha Poddar, VP-Research, Wealth Management at Motilal Oswal Financial Services, to discuss what is driving the markets, sustainability of valuations, sectoral opportunities and risks for investors as we enter the second half of 2025.Fragments:Q. What is driving the Indian stock market right now? Is it the global signals, the profits, the […]
After a year-long consolidation, Indian equities are poised to regain strength by the end of 2025, says Siddhartha Khemka, head of research (Wealth Management) at Motilal Oswal Financial Services. With valuations normalizing and earnings expected to rebound sharply after FY27, he believes the market is gearing up for the next rally. Edited excerpts from a […]
