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CYCLICALS SHINE
India's consumption story coming back to life and the timing couldn't be better: Ashi AnandIndian consumers are set for a strong recovery. Falling interest rates and potential oil price drops are boosting confidence. Tax cuts are ...
Vedanta Aluminium shares jump over 3% after Citi, Kotak initiate with Buy, see up to 29% upside. Here’s whyVedanta Aluminium Metal shares surged over 3% after Citi and Kotak Institutional Equities initiated coverage with 'Buy' ratings and target ...
Sandip Sabharwal sees strength in financials, warns of IT sector headwindsIndia's top IT firms reported mixed earnings, grappling with near-term pressures and AI-driven structural shifts, leading to subdued growth...
10-year performance tracker of factor-based investment strategies: Quality vs Alpha; which stood first in the last decadeWelcome to TrendMap, your guide to the performance of different investment segments. In this edition, we present a 10-year performance trac...
Markets ready to hit new highs; Largecaps, autos and jewellery to drive momentum: Amnish AggarwalMarkets are poised for new highs as strong Q3 demand, GST cuts and improved liquidity boost sentiment, says Prabhudas Lilladher’s Amnish Ag...
Metallics are the new neutral, welcome to the gilded age! It's bling with mannersGold, silver, and that ethereal gleam of white… The Shimmer of Love is upon us in 2025, with gilded goddesses – yes, at the Golden Globes —...
India's economic growth masks deepening income inequality & sectoral disparitiesThe Indian economy is experiencing robust GDP growth, macroeconomic stability, and significant foreign capital inflows. However, there is a...
This large cap mutual fund gave 22% returns in one year; should you invest?EDELWEISS LARGE CAP: The fund remains conscious of the benchmark while taking top-down sectoral calls and shuns cash calls. It usually runs...
From worst to best: How India paved the way for FIIs to return, fighting all oddsAfter being downgraded to "neutral" earlier in the year, India has rebounded and is now one of the top-performing emerging markets thanks t...
Are emerging markets set for turn from decadal low tide?As happened in the past, whenever US markets outperformed by a significant margin, it always came at the expense of emerging markets. Last ...
Sensex, Nifty ignore winter blues to scale new tops; should you be greedy or fearful now?The ongoing rally has, however, left many investors puzzled as to whether they should follow Warren Buffett's classic rule of being fearful...
Go for metals if you are a risk taker; for others, there are 6 better sectors: Devang Mehta“The next three, six months seem to be good as a cycle for the metal stocks but as a pure fundamental long-term investor, there are better ...
Japan's Nikkei ends at over 31-year high as cyclicals shine"The difference between today and yesterday is that today's gain is led by a rebound of US stocks," said Seiichi Suzuki, chief equity marke...
India’s profit-to-GDP hits 4-year high, but best is yet to comeThe profit pool of listed Indian companies as a percentage of GDP surged to 2.6 per cent in the financial year ended March 31, 2021, after ...
Long & Short of Markets: What's common between Warren Buffett and Charlie Munger?William Green, author of 'Richer, Wiser, Happier: How The World's Greatest Investors In Markets And Life', says super investors like Warren...
At least one year’s up move left in commodities: Raamdeo Agrawal“Till global monetary systems start tightening, we have at least one year upmove left in commodities.”
Is the market set for a goldilocks scenario?“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 ...
Dow Jones closes flat as cyclicals shine, big tech fallsIndustrials led rising sectors in the S&P 500, spurred by a 9.9% surge in Deere & Co and Caterpillar's 5.0% gain to an all-time peak of $21...
Weak Diageo, Bayer earnings hit Europe stocks; BP jumpsLeading gains among sectors, the oil & gas sector rose 2.1 per cent, while automakers, banks and travel & leisure rose between 1.5 per cent...
Government compunding problems by tackling banks' NPA issues now: Madan Sabnavis, CARE RatingsIn a chat with ET Now, Madan Sabnavis, Chief Economist, CARE Ratings, says by overemphasising NPAs and capitalisation of banks, we have rea...