Searched for
MARKET CYCLES
Global Market: Japan 2-year bond yield nears 2% as BOJ rate hike bets riseJapan’s two-year government bond yield neared 2%, its highest level since 1995, as persistent inflation, yen weakness and expectations of f...29 Sep, 2026, 03.39 PM IST- AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...28 Sep, 2026, 06.59 PM IST
- Quote of the day by Howard Marks: "Memory – and the resulting prudence – always comes out the loser when pitted against greed"Howard Marks’ quote highlights how greed can overpower investors’ memories of past market downturns. Rising prices, optimism and fear of mi...28 Sep, 2026, 04.39 PM IST
- Great Eastern Shipping rises 3% as Nomura retains Buy; projects up to 28%. Here's whyGreat Eastern Shipping shares rose nearly 3% after Nomura retained its Buy rating and set a Rs 1,965 target, implying 28% upside. The broke...28 Sep, 2026, 02.41 PM IST
- ETMarkets Smart Talk | Easy bond rally is over: Vinit Bolinjkar on where fixed income goes from hereIn light of evolving yield trends, investors are recalibrating their approaches in the Indian bond market. With current yields exceeding 7%...28 Sep, 2026, 11.36 AM IST
- NFO Insight: WOC Diversified Equity Small Cap Active FoF NFO opens for subscription. How is it different from a smallcap fund?WhiteOak Capital Mutual Fund has launched an innovative Fund of Funds that focuses on small-cap mutual funds. This initiative seeks to achi...28 Sep, 2026, 10.12 AM IST
- Will RBI announce steep rate hikes? Nomura sees up to 50 bps increase by Dec, dismisses 125 bps hike fearsNomura expects the RBI to pursue a limited tightening cycle, with a possible 50 bps rate hike by December, as food and energy pressures ris...28 Sep, 2026, 10.07 AM IST
- ETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equitiesThe Federal Reserve’s rate hike may be largely priced in, but according to Nachiketa Sawrikar, Fund Manager at Artha Bharat Global Multipli...28 Sep, 2026, 09.04 AM IST
- Too early to write India off in the global AI race: Andreessen Horowitz’s Raghu RaghuramIndia has few frontier AI model companies and limited computing capacity, but according to a16z managing partner Raghu Raghuram, the countr...28 Sep, 2026, 07.50 AM IST
- ETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bondsArchit Shah, CIO at Zurich Kotak General Insurance, expects the RBI to hike repo rates by 50-75 bps towards 5.75-6% if inflation, crude, an...27 Sep, 2026, 10.45 AM IST
- ETMarkets Smart Talk | Rate-cut cycle over, RBI may be at cusp of rate hikes; yields could inch higher: Puneet PalPGIM India’s Puneet Pal expects India’s rate-cut cycle to end and policy rates to rise 50-75 basis points by FY27 amid higher crude and sti...26 Sep, 2026, 12.40 PM IST
- NFO Insight: Motilal Oswal Nifty REITs & Realty Index Fund opens for subscription. Is now the right time to invest in realty?Motilal Oswal Mutual Fund has launched the Nifty REITs & Realty Index Fund, which will be accepting subscriptions until October 9. This inn...25 Sep, 2026, 09.58 AM IST
- BCCI inks Rs 150 crore deal with Muthoot FinCorp for title sponsorship of Team India matchesBCCI has finalized a title sponsorship agreement with Muthoot FinCorp for international cricket matches through March 2028. The per-match p...25 Sep, 2026, 06.44 AM IST
- Sebi clears PRIM route for PMS players to invest in mutual funds, SIFs; Rs 25 lakh minimum ticketSebi’s board approved PRIM, allowing portfolio managers to invest client money in direct mutual fund plans, ETFs, index funds and SIFs. The...24 Sep, 2026, 09.34 PM IST
- US stocks face rate-hike jitters as investors assess Fed's policy pathUS stocks face renewed volatility as investors assess the Federal Reserve’s rate-hike path and its impact on economic growth and corporate ...24 Sep, 2026, 02.48 PM IST
- Avoid chasing small-cap outperformers; valuations look attractive for long-term investors: Pratik Dharmshi, Union MFWith small-cap valuations turning more reasonable and earnings growth improving, Pratik Dharmshi, Fund Manager – Equity at Union AMC, remai...24 Sep, 2026, 09.45 AM IST
- Quote of the day by Francois Rochon: "One of the biggest mistakes investors make is to look at the last few years and assume that’s the new norm"Francois Rochon cautions investors against assuming recent market conditions will persist indefinitely. His observation highlights the risk...17 Sep, 2026, 04.28 PM IST
Load More
