Latest Updates Around The World
Amid increased volatility and sharp stock-specific reactions to gains, Daljeet Kohli advocates a disciplined bottom-up investment strategy, arguing that broad sectoral or thematic investments may not work in the current environment.Speaking to ETNow, Kohli noted that market diversification has increased significantly, with companies being rewarded or punished purely on quarterly performance. Stocks that disappointed in […]
India’s frontline indices closed subdued on Wednesday as weakness in the financial, FMCG index and energy sectors limited upward movement even as IT and auto stocks threw in their weight. The Sensex rose 50.15 points, or 0.06%, to settle at 82,276.07, while the 50-share Nifty rose 57.85 points, or 0.23%, to 25,482.50.Meanwhile, the volatility gauge […]
Mumbai: Indian shares entered Monday with muted optimism after a US Supreme Court ruling declared US President Donald Trump’s tariffs illegal, triggering a new twist in the trade story. Trump followed with a 10% levy and later increased it to 15% for all countries. This is actually lower than the rates agreed earlier this month, […]
Foreign Portfolio Investors (FPIs) staged a sharp turnaround in early February, pumping Rs 19,675 crore into Indian equities in the first two weeks, buoyed by the US-India trade deal and easing global macroeconomic concerns.The inflow follows three consecutive months of heavy selling, with FPIs withdrawing Rs 35,962 crore in January, Rs 22,611 crore in December […]
At home The long view February 6, 2026 – Stocks Under Pressure, Gold Shines: Why A Portfolio Review Is Critical Now February 6, 2026 Image source: David Gyung/www.istockphoto.com The markets were busy. Very busy. Budgets have been announced, the global trade equations have shifted, gold and silver have soared, and stock markets have […]
Agreements with the U.S. and European Union helped allay fears that geopolitics and tariff turbulence would continue to weigh on the $5.2 trillion market. However, this relief has done little to offset concerns about business fundamentals, especially after Indian stocks posted the worst returns among major global peers in January.Earnings growth has been lagging for […]
The US decision to sharply cut tariffs on Indian goods should strengthen the rupee and boost Indian stocks, strategists and fund managers say.US President Donald Trump announced he would cut his 25% tariff on Indian goods to 18% after Prime Minister Narendra Modi agreed to stop buying Russian oil during a phone call. Trump is […]
Despite a sharp sell-off in the market that saw the Sensex fall over 1,500 points in a single session and the Nifty down 2%, the Union Budget 2026-2027 ticks all the boxes and offers investors a reasonable opportunity to deploy capital over the next three to four months, said Prashant Jain, ace investor and founder […]
Even after the Sensex and Nifty ended around 2% lower post-Union Budget, Morgan Stanley’s Ridham Desai maintains his bullish stance on Indian equities, arguing that a rare combination of cyclical support and structural reforms will support earnings growth and support premium valuations for domestic equities.The budget targets a fiscal deficit of 4.3% of GDP for […]
Indian shares are likely to open higher on Sunday in a special trading session ahead of the federal budget, as investors look for evidence of support for growth from government investment and aid for export-oriented sectors hit by US tariffs. GIFT Nifty futures closed at 25,443 on Friday, indicating that the NSE Nifty 50 is […]
