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 […]
In an environment characterized by high valuations in parts of the market, uncertainty about global growth and periodic volatility driven by interest rate expectations and geopolitical risks, the approach championed by investment legend Seth Klarman is regaining relevance.His philosophy emphasizes capital preservation, patience and buying assets only if they offer a meaningful margin of safety; […]
A decisive break below the 20-day moving average has weakened the Nifty’s technical structure in the near term, shifting the risk-reward ratio downwards, says Rupak De of LKP Securities. With volatility rising and key Fibonacci support levels breached, he sees potential for further corrective moves towards 25,000 unless the index regains resistance levels quickly.Edited excerpts […]
The planned spending of $600 billion on artificial intelligence by major tech companies by 2026 is increasing unease among investors as they assess the implications for profitability and a potential existential threat to software companies. Shares of Amazon, which had announced a $200 billion capital investment, fell 7% on Friday, while Alphabet lost 3% after […]
(Investorideas.com Newswire), a platform for big investment ideas including AI and technology stocks, publishes market commentary from deVere Group. Big Tech’s $660 billion increase in spending is raising concerns about the AI ​​bubble among investors — but those are short-sighted concerns, says the CEO of one of the world’s largest independent financial advisory organizations. The […]
Over the past week, markets have traded within a range while maintaining a positive bias. After seeing some volatility early this week, the Nifty fluctuated between 24,932 and 25,458 before settling for modest gains. India’s VIX fell 3.95% to 13.63, indicating easing volatility ahead of the event. Overall, the Nifty ended the week with a […]
The Indian market ended lower on Monday, with the Sensex and Nifty retreating as global trade war rhetoric returned to headlines and disappointed heavy gains at home. The BSE Sensex on Monday fell as much as 629 points intraday to touch a low of 82,941.01, while the NSE Nifty 50 fell 0.7% to an intraday […]
Published on January 14, 2026 Part (Investorideas.com Newswire) The S&P 500 and Russell 2000 had every reason to follow favorable inflation numbers, but they couldn’t get their act together. The tariff decision, the Powell situation and Iran have captured the market’s attention, and it will be up to the […]
The Indian market closed lower on Tuesday, with the Sensex and Nifty extending their declines for a second straight session, as continued foreign portfolio outflows and a weakening rupee kept investors on edge. Lingering uncertainty over a possible US trade deal contributed to the cautious mood on Dalal Street.The S&P BSE Sensex fell 533 points, […]
Adani Green Energy on Wednesday witnessed a block deal worth Rs 2,778 crore, which was executed at Rs 970 per share. TotalEnergies Renewables sold around 2.86 crore shares, and the entire block was absorbed by a diverse group of institutional investors, mutual funds, family offices and high net worth buyers.The top buyers included Quant Mutual […]