For the last two years, one sector where actual performance has been better than expected has been banking. Yes, there were exceptions amon...

Oil prices are still up, and so are bond yields, both in the US and in other major markets. And fresh troubles seem to crop up somewhere or...

Given the current market situation, no sector is immune from headwinds. The banking sector is no exception. There are clear short-term head...

For decades, there was a familiar way to understand the Indian consumer. Economists waited for GDP, industrial production, inflation, credi...

The next time you take some action in the stock market – whether it is buying or selling – ask yourself these questions: Why am I doing thi...

A Morgan Stanley staffer inadvertently shared an internal document listing more than 100 investment deals. The leaked list included potenti...

If oil prices stay high and push up inflation, it is likely that banking stocks will come under pressure because their business will be imp...

After crude oil prices, the one thing that provides a boost to the bears is the tariffs that US President Trump keeps announcing. Now, ther...

The way things are panning out in the Gulf region, in Wall Street, and in the Bay Area in northern California, the chances of greater volat...

With each passing day, things are getting more complicated in the Gulf region – as well as in the market. When will things get sorted out? ...

At a time when a statement or missile can cause unexplained volatility, expecting rational behaviour in the equity markets is probably expe...

Investing, a wise man once said, is a journey; one that needs to be managed carefully. Remember two things: One, there is never a “perfect ...

The way things are panning out with the Gulf war, the probability of ever greater volatility in markets across the globe is high. And highe...

We normally don’t dwell on F&Os in this space. However, it is good to know that, in the current circumstances, an upmove in the indices and...

When it comes to the banking sector, one should, at this point of time, give some leeway in terms of credit growth. The more important thin...

Consider how things have panned out for the banking sector in Q1 FY27. The quality of loan books has improved. Though credit growth was not...

This is worth noting: Despite sustained periods of FPI selling, banking stocks have not corrected to the extent one might have expected, es...