Three big market crashes in 25 years: 7 investment portfolios show why diversification is the best defence against market volatilityMarket crashes are unavoidable, but portfolio damage is not. Analysis of major crises shows diversification across equity, debt, and gold s...
Suits & Sayings: Meri Aawaz SunoET’s roundup of the wackiest whispers and murmurs in corporate corridors & policy parlours
Valuations of some infra stocks at 2006-2008 high levelsAfter the blistering rally in 2004-2008, most of these stocks started crashing in January 2008 triggered by the Global Financial Crisis (GF...
View: Banking sector recovery has given leg up to GDP growthA good starting point for understanding the contemporary banking landscape in India is the policy response to the global financial crisis (...
93% of FPI selling in last 12 months came from two sectors; any guesses?The aggregate FPI equity assets stood at Rs 41.5 lakh crore as of June 15, which translated into a 17 per cent holding of aggregate listed ...
CEA Krishnamurthy Subramanian explains the economic rationale behind Modi govt's policy response to CovidIncreasing only revex is myopic while increasing capex is far-sighted as the former increases aggregate demand ephemerally, while capex gen...
Market valuations unpredictable, yet they signal a major correction aheadIndian and global equity indices corrected significantly in March 2020.
Expect global economy to fully bottom out by May: Morgan Stanley‘We are expecting global growth to contract by 3.2% of GDP’
When the bulls return, they will deliver multibagger returns on these countersBlue chips' recovery to previous levels can result in multibagger returns.
There is a danger of calling the market bottom too soon: Anand RadhakrishnanWe are looking at 4-6 quarters for the economic situation to normalise, says the CIO - Equity & Executive Vice President of Franklin Temple...
Global recession due to pandemic inevitable; but recovery can be fastThere are a few who fear that this can even lead to a depression.
Utilities stay true to their name, repeat 2008 outperformance in another crisisInvestors should look at companies with an assured return on equity — about 15 per cent.
This economic crisis will be bigger than GFC 2008: Ross CameronThe Head of Japan at Northcape Capital says unlike the GFC, with a pandemic, appropriate fiscal action and appropriate monetary action are ...
Foreign capital outflows from EMs in Asia to be bigGoh expects a continuation of choppy capital flows will likely continue early in the New Year.
India's real GDP growth to average at 7.4% over 2017, 2018: Deutsche BankDeutsche Bank termed as 'faulty' the argument that a 7.5-8 per cent real GDP growth in the next few years will still be lower than what was...
Foreign investors find Indian realty sector attractive again after 5 yearsAt least Rs 14,680 crore of funds have been raised in sector so far in current investment cycle.
Foreign investments back in Indian realty after lacklustre 5 years: JLL India reportForeign investors’ interest in Indian real estate is on the rise once again almost after five years as indicated by India-specific cumulati...