The US Supreme Court’s decision to strike down President Donald Trump’s reciprocal tariffs under the International Emergency Economic Powers Act (IEEPA) has paved the way for a new reset in global trade dynamics, with immediate implications for India and other emerging markets. Emkay described the development as likely a trade restart, noting that while the […]
Radhavi Deshpande, Chief Investment Officer at Kotak Mahindra Life Insurance, believes that REITs and InvITs are positioned to take on a more meaningful role over time, driven by stable cash flows, improving market depth and their ability to improve risk-adjusted portfolio returns.In this chat, she shares her FY27 outlook in terms of earnings growth, small […]
Newgen Software shares ended the week 16% higher, while Netweb Technologies rose over 17% and was among the best performing Nifty 500 stocks during the period.“Notably, delivery volumes for Netweb are up 3x and for Newgen almost 9x compared to their respective monthly averages, suggesting strong hands have been built on the upside. We would […]
Nifty ended the week with a gain of 0.4%, supported by buying in financials and metals. With trading in domestic markets set to resume on Monday, a host of key events throughout the week are likely to impact investor sentiment.The 50-stock index rose 117 points, or 0.46%, on Friday to close at 25,571. Rupak De, […]
The Nifty traded within a relatively narrow range all week, fluctuating within defined limits before ending modestly higher. The index moved between 25,372.70 and 25,885.30, reflecting largely consolidating undertones despite intraday swings. Volatility increased; India’s VIX rose 8.05% to 14.36, indicating an increase in hedging activity and expectations of near-term volatility. The Nifty ultimately ended […]
Benchmark indices Sensex and Nifty ended the week on a bearish note, closing over a percent lower each, as a deeper sell-off in IT stocks rocked investor sentiment amid rising fears of AI-induced disruption. Moreover, stronger-than-expected January jobs data dampened hopes for a rate cut by the US Fed.Here are seven factors that could determine […]
India’s benchmark indices ended subdued in a largely bandwidth-constrained session on Wednesday. The Nifty extended its winning streak to the fourth day in a row, albeit with modest gains, while the BSE Sensex traded slightly lower. The 50-share index closed at 25,953.85, up 18.70 points or 0.07%, while the Sensex fell 40.28 points or 0.05% […]
Indian benchmark indices closed higher for the second straight session on Monday, supported by broad buying across sectors, with financials, auto and consumer stocks leading the gains. The Nifty settled at 25,867.30, up 173.60 points, or 0.68%, while the BSE Sensex rose 485.35 points, or 0.58%, to end at 84,065.75.Meanwhile, the volatility gauge India VIX […]
India’s recent trade deals with the US and EU are changing the way global investors view Indian assets, even as markets react nervously to domestic policy changes.In this edition of ETMarkets Smart Talk, Pradeep Gupta, Chairman and MD of Anand Rathi Share and Stock Brokers Ltd, explains why these deals significantly reduce India’s geopolitical risk […]
This budget is presented at a time when market conditions are extremely turbulent. Broader investor sentiment is weak, market participation is weak and risk appetite remains subdued, apart from the trading rebound over the last few trading sessions. The rupee has fallen to a new low, hovering around 92 points, as trade uncertainties and geopolitical […]