The reflation trade stalled during the summer. But the central bank said this week it would likely begin pulling back on its $120 billion a...

Investors piled in to shares of energy producers, banks and other companies expected to benefit from a powerful economic rebound earlier th...

Investors are now anticipating what message will come from Fed Chairman Jerome Powell, due to speak before Congress on Tuesday at 2 pm ET (...

The American central bank abruptly signaled on Wednesday that an interest rate increase could happen as early as 2023 — considered an ackno...

As financial stocks are more sensitive to the macroeconomic situation, Nifty Bank has been mirroring the impact of the Covid crisis over th...

"The valuation of banking index, on a relative basis to Nifty, is trading at a much bigger discount."

“We have to see if this is the roaring 20s that we saw after the Spanish flu or dotcom-2. In either of those cases, we will see the market ...

The IT services stocks are trading at obnoxious valuations. Even if they halve from here, the valuations will still not be cheap, says Sand...

After the US markets reopened on Tuesday, Treasury 10-year yields rose four basis points to touch 1.25 per cent -- the highest since last M...

Bullion is rebounding after last week’s retreat to the lowest level since the start of December, when a stronger dollar and rising U.S. Tre...

Funds from Invesco Ltd. to Samsung Asset Management are embracing cyclical and value shares as bets for higher US federal spending and fast...

The ‘Reflation Trade’ is a way to play this trend and it has been underway for some time since Joe Biden’s victory on November 3.

There will be a cap rotation, a style rotation and a sectoral rotation as we get nearer to the reflation trade, says Ajay Bagga

“The dollar can strengthen to the point where it starts putting pressure on inflation in the US.”

Under the Trump trade, you would load up on US industrials, financials and the dollar.

Even with the optimism that has sent stocks to record highs, the dollar soaring and bond prices lower, expectations for those goals being m...

Pharma and IT are sectors which have a high quality visible growth ahead of them. Both these sectors offer a reasonable degree of safety an...