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TAPERING CONCERNS
Beyond the Terminal: NRIs should factor 'Inevitable India' into their portfoliosIndian economy is transforming, offering opportunities for Non-Resident Indians. Despite rupee depreciation, an undervalued currency presen...- Interim US-Iran deal leaves the thorniest issue still to be negotiated: Tehran's nuclear programAmerica and Iran have reached a two-month interim agreement concerning Tehran's nuclear program. This deal aims to reopen oil shipments and...
- US jobless aid filings rise to 229,000 last week, remain historically low despite Iran war headwindsAmerica's jobless claims saw a slight increase last week, yet remain historically low. This comes despite economic challenges linked to the...
- CoreWeave founders have dumped $2.3 billion in stock since IPOCoreWeave executives and a major investor have sold over $7.8 billion in stock since the company's March 2025 IPO. Despite this, CoreWeave'...
- Private sector banks are the best contrarian bet for the next 3 years, says S NarenICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown i...
- Rs 10.9 lakh crore burden: Iran shock can take a load off India's backRising oil prices triggered by the Iran conflict are pushing India to accelerate its shift away from fossil fuels, with the government fast...
- India weighs $1 billion aid for private electric buses, trucksIndia is considering incentives worth more than $1 billion to encourage private operators to adopt electric buses and trucks as part of eff...
- AI Shock: IT valuations fall near levels seen during subprime crisisIndian IT exporters' valuations have plummeted to near 2008-09 subprime crisis levels, trading at 15-18 P/E multiples. This sharp decline, ...
- Japan's extra budget to include funding from fresh debtJapan plans a new budget to counter Middle East war economic impacts. This may mean more government debt, potentially raising interest rate...
- Auto ancillaries: The next few quarters may separate winners from hopefuls. 5 stocks, 3 with upside potential of up to 33%The EV shift has moved from ambition to execution. And for auto ancillaries, the next phase may decide who was genuinely preparing for the ...
- Largecaps seen as safe harbour amid market volatility: Sanjay MookimPrime Minister Modi's calls for energy conservation highlight India's external vulnerability and fiscal strain due to elevated oil prices. ...
- Why the RBI is weighing a rare 2013-crisis playbook to arrest rupee slide to record lows?The rupee’s slide to fresh record lows and oil above $100 has prompted the RBI to revisit crisis-era tools from 2013, including a special N...
- Disciplined investing delivered good results for us: Navneet Munot, HDFC MF CEOHDFC MF’s Navneet Munot tells Sanket Dhanorkar and Kayezad E. Adajania how navigating crises has shaped investing discipline, risk manageme...
- US stocks today: Nasdaq, S&P 500 hit fresh highs as US market extends gains after best month in yearsWall Street's major indexes opened higher on Friday, extending their strongest monthly gains in years. Investor confidence in robust earnin...
- US jobless aid filings fall to 189,000 despite economic headwinds and war in IranUS jobless claims dropped significantly last week, falling below 200,000. This occurred despite ongoing economic challenges, including the ...
- IT majors see strong deal pipeline but revenue momentum cools in Q4Indian IT firms are seeing steady new deals and operating margins. However, revenue growth is slowing down quarter-on-quarter because proje...
- Is the RBI fighting the wrong battle? Why rate hikes may not solve India’s current inflation problemRising oil prices due to the West Asia conflict have lifted inflation expectations, but underlying demand in India remains weak. Despite ma...
- Quick commerce turning to reset lane as profit push tempers growth metricsAfter several quarters of breakneck expansion, quick commerce majors Blinkit and Instamart are expected to report moderation in growth in t...
- Fed to announce QE taper in August or September on rising inflation concerns: PollA significant number of Fed watchers also said the central bank would wait until later in the year before announcing a taper, now the main ...
- Emerging markets are going back to where they were before tapering concerns: Gautam Chhaocharia, UBSGautam Chhaocharia, Head of India Research, UBS, shares his views on the current outlook of the emerging markets.
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