As market exuberance returns to Dalal Street, the focus shifts from short-term volatility to the underlying factors that could shape India’s economic and market trajectory in the coming year. According to market expert Ajay Bagga, a combination of fiscal and monetary support lays the foundation for a much stronger performance compared to last year.Speaking to […]
The Dow Jones rose more than 500 points on Wednesday after the Federal Reserve cut interest rates by a quarter of a percentage point and indicated it is likely to halt further cuts in borrowing costs in line with expectations. The cut was the result of a divided vote, with the central bank saying it […]
Mumbai: Indian economists and bond market experts are pricing in a further quarter-percentage-point cut in policy rates, lowering end-rate expectations in the current easing cycle, after the central bank looked past a sharply retreating rupee to deliver a rate cut on Friday. A sharp downward revision in the central bank’s FY26 inflation forecast, and Reserve […]
The RBI could cut rates by 25 basis points at its upcoming monetary policy meeting as inflationary pressures are subdued. However, some experts believe the central bank is likely to keep interest rates unchanged amid better-than-expected GDP growth of 8.2 percent in the second quarter. The consumer price index (CPI)-based headline retail inflation rate is […]
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 […]
Indian corporate profits may finally recover in 2026 after a weak year marked by single-digit earnings growth, says Sridhar Sivaram, Investment Director at Enam Holdings.He told ET Now that while early signs of improvement are visible, real earnings momentum will only come next year – driven by a major policy shift, interest rate cuts and […]
As Samvat 2082 begins, brokers are boosting investor sentiment with a bouquet of over 50 stock ideas to capture India’s next phase of earnings growth. After a subdued Samvat 2081, when benchmark indices underperformed global peers, analysts see a rebound in earnings, GST 2.0 reforms and policy-led consumption growth as key catalysts that could drive […]
Foreign Institutional Investors (FIIs) were their exposure to Indian shares in September and draws shares worth RS 10,782 crore so far. Despite this sale, Nifty has remained unbeaten for eight consecutive sessions. On Friday, Fii’s net buyers were on RS 129.6 Crore, while the domestic institutional investors (Diis) were net buyers on RS 1,556 Crore. […]
Inflation may be on recent lows, but the most important economist of Nomura for India and Asia ex-Japan, Sonal Varma, is of the opinion that the process remains good-lucky enough to give policy makers room for speed reductions later this year. Speaking with ET now prior to the CPI release, Varma said that the September […]
Fitch Ratings recently revised the FY26 GDP growth -forecast of India to 6.9%, with reference to resilient domestic demand, GST restructuring and the possibility of another interest rate that has been reduced by the reserve Bank of India (RBI). However, according to Indranil Pan, Chief Economist at YES Bank, the prospects strongly depend on assumptions, […]