US Supreme Court ruling on tariffs: why Emkay sees India as beneficiary amid Trump’s slip-ups

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 […]

REITs and InvITs to play a bigger role in improving portfolio returns: Radhavi Deshpande

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 […]

Dalal Street Week Ahead: Helpful Braces for New Outbreak After US Supreme Court Ruling

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 […]

Can Sensex, Nifty snap 2-day fall on Monday? 7 factors that could determine the mood of the market this week

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 […]

Ahead of Market: 10 Things That Will Determine Stock Market Action on Tuesday

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 […]

ETMarkets Smart Talk: India’s US-EU trade deals reduce geopolitical risk for investors, says Pradeep Gupta

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 […]