Latest Updates Around The World
Indian equity markets have passed their worst phase and are poised to become relative outperformers in 2026, said Sandeep Tandon, Chief Investment Officer at Quant Mutual Fund. In an exclusive conversation with ET Now, Tandon highlighted that the extreme negativity has subsided, foreign selling has been exhausted and the rupee depreciation cycle has peaked, creating […]
At home The long view February 4, 2026 – India-US Trade Deal: The only deal that reaffirmed post-Budget market sentiment February 4, 2026 Image source: Kagenmi/www.istockphoto.com Markets have a habit of balancing between extremes. In recent days, Indian stocks have experienced both sides of that spectrum: first fear and then relief. The Union […]
Indian stock markets saw a sharp reaction after the Union Budget, with the Nifty plunging on Sunday’s session on low volume. While the headlines caused disappointment, market veteran Sunil Singhania said a closer look at the Budget reveals meaningful positives for long-term growth – even as recurring tax changes continue to unsettle investors.Responding to ET […]
Indian stock markets continue to struggle for direction as foreign investor outflows dominate sentiment, even as underlying business performance does not appear as weak as market movements suggest. According to market expert Sandip Sabharwal, the current phase is driven more by momentum-based global asset reallocation than by deteriorating fundamentals.“Most of the active funds of foreign […]
January 22, 2026 Image source: Never/www.istockphoto.com In the steam engine era of the 19e century, the rhythmic hum of the locomotive was the heartbeat of a global transformation. In Britain, the railway mania of the 1840s did not just move coal. The railroads integrated markets and spawned modern centers of commerce. In the United States, […]
Indian equity markets showed signs of recovery with a return of buying interest, but traders should brace for higher volatility in the near term, said Rahul Sharma, Director and Head – Technical & Derivatives Research at JM Financial Services.Speaking to ET Now, Sharma said the Nifty 50 has found short-term support around the 25,900-25,950 zone […]
Indian equity markets are poised for a stronger performance in 2026 compared to the sharp underperformance of 2025, driven by better earnings visibility, policy support and likely returns from foreign institutional investors (FIIs), said Nilesh Shah, Managing Director and CEO of Envision Capital.Speaking to ET Now, Shah said India’s relative underperformance last year was largely […]
According to Ajay Tyagi of UTI AMC, Indian equity markets may continue to trade within a narrow range for an extended period as high valuations and subdued earnings growth trend upward even as domestic support remains strong.Markets have made intermittent gains over the past week, but overall sentiment has remained cautious despite continued selling from […]
India’s heartbeat index, the BSE Sensex, is poised to reach a target of 93,918 by December 2026, translating into 10% year-on-year growth, according to estimates from multi-family office Client Associates (CA). The measured target reflects higher valuations and a moderation in near-term earnings growth, which justifies calibrated equity exposure, the report said.Client Associates said gold […]
As Indian equity markets process multiple moving parts – from conglomerate restructuring to policy-driven sectoral shifts – investors are increasingly focused on where sustainable value creation can emerge over the medium to long term. In a conversation with ET Now, Deepak Shenoy, Founder & CEO of Capitalmind MF, offered a broad perspective on conglomerate monetization, […]
