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 […]
According to Timothy Moe, Chief Asia Pacific Equity Strategist at Goldman Sachs, India could stage a comeback in 2026 after weak results last year, driven mainly by an improvement in earnings rather than valuation expansions.Speaking to ET Now, Moe said India was one of the most disappointing markets in Asia and emerging markets in 2025, […]
US President Donald Trump | Photocredit: Alexander Drago Call it a case of bad timing for Indian Stock Bulls. Donald Trump has assigned two new strokes to the sentiment of investors, just when the market showed signs of a change. The MSCI India Index has fallen in all five sessions since the US President has […]
Indian shares are likely to expand a rare underperformance to their emerging market companions, because trade tensions with the US show few signs of decrease. This Wednesday the extra rate of President Donald Trump on Indian input – as a punishment for buying Russian oil – will be in force. That yields cumulative levies to […]