Market rout deepens as crude surge, high US yields batter Indian equitiesThe Indian stock markets faced a notable downturn on Monday as fears over escalating oil prices and rising US bond yields loomed large. The...
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...
US Market: Wall Street rally faces fresh test as jobs, inflation data loomUS stocks face a crucial week as September employment and PCE inflation data could influence Federal Reserve rate expectations. Despite ele...
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...
Two years on, Indian equities remain stuck in a grindSince September 2024, Indian equities have experienced a challenging market phase with mixed returns. The Nifty and Sensex have seen signif...
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...
Same playbook, different numbers: Why FPI selling may not be the story it looks likeIndian equities extended their losing streak as elevated crude, US Treasury yields, geopolitical risks and FPI selling weighed on sentiment...
GIFT Nifty goes into overdrive, hits all-time high in volume and open interestGIFT Nifty recorded a record single-day volume of 457,999 contracts worth $21.18 billion on September 24, 2026. Open interest also hit an a...
India’s bond market performed well, equities to become attractive again: RBI’s Poonam GuptaIndia's bond market is exhibiting notable strength, outpacing its historical performance and standing firm against global trends. The Deput...
Global equity funds snap two-week outflow as AI optimism returnsGoldman Sachs strategists said this week that AI investment was driving almost half of S&P 500 earnings-per-share growth this year.
Dalal Street slumps on oil spike, bond rout & Irda joltThe US 10-year Treasury yield moved above 5.10%, while Brent crude remained above $102 a barrel, raising concerns over global liquidity, in...
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 ...
US Market: Is 6% the new threshold for Treasury yields?The recent climb of the 10-year Treasury yield past 5% has sparked fears of possible market destabilization. Investors are closely analyzin...
ETMarkets Smart Talk| Fed, dollar, crude, rupee: The four-way squeeze Indian markets need to watch, Sachin Shah decodesIn this episode of ETMarkets Smart Talk, Sachin Shah, Executive Director and Fund Manager at Emkay Investment Managers, decodes the four-wa...
Global Market: Singapore's US stock trading push struggles to attract investorsSingapore’s attempt to boost US stock trading during Asian hours has seen subdued volumes, highlighting challenges from competing products,...
Investors upbeat on hawkish Fed fighting inflation but remain wary of crude oil prices and AI risksFederal Reserve's hawkish stance combats inflation, boosting investor optimism for markets. Oil prices remain elevated, which complicates s...
US Market: Equity funds see fourth straight week of outflows as oil, rate hike concerns mountUS equity funds saw a fourth consecutive week of outflows as rising oil prices, inflation concerns and expectations of further Federal Rese...