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GLOBAL MACRO STRATEGIST
Wall Street Week Ahead: Newly led Fed poses wildcard for rockier US indexesInvestors are closely watching the Federal Reserve's first meeting under new Chair Kevin Warsh amid concerns that interest rate hikes to co...- World’s hottest market has Korea bulls reaching for protectionSouth Korean stocks are seeing a shift from optimism to caution as investors trim positions and add protection. While chip giants Samsung E...
- World’s hottest market has Korea bulls reaching for protectionSouth Korean stocks are seeing a shift from optimism to caution as investors trim positions and add protection. While chip giants Samsung E...
- ET Alpha Wealth Summit 2026: Decoding the future of Indian stock market in uncertain timesIndian investors navigate a complex wealth creation landscape. Geopolitical shifts and rapid AI adoption demand new strategies. The ET Alph...
- Oil rally may fuel stagflation concerns, though AI remains market's key driver: Arnab DasRenewed Middle East tensions are driving oil prices higher, fueling inflation and economic growth concerns. Despite market optimism, signif...
- From Adani Green to Tata Tech: 50 companies swing back to profit in Q4 despite market turmoilIndian companies show strong recovery. Over 50 firms moved from losses to profits in the March quarter. This turnaround happened despite ma...
- Any relief rally in markets likely limited and temporary: David RocheGlobal markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and eq...
- Resurgent political risk derails rallies across emerging marketsEmerging markets are experiencing a fresh wave of political turmoil, impacting Latin America and Eastern Europe. Upcoming presidential elec...
- Dollar near six-week high amid Iran war jittersThe US dollar remains strong near six-week peaks. Traders are watching for a Middle East war resolution and the Federal Reserve's next move...
- Wall Street Week Ahead: Soaring stocks could face rocky patch as earnings wind down, yields perk upUS stocks face potential headwinds as a strong earnings season concludes. Investors are shifting focus to rising inflation and bond yields,...
- US 30-year yield hits highest since 2007 on inflation angstUS Treasury's 30-year bond yields surged to nearly two-decade highs as accelerating inflation concerns and rising energy prices fueled a gl...
- Sensex drops 114 points, Nifty below 23,650 as rupee hits fresh lifetime low; broader markets outperformIndian markets ended lower on Tuesday as Sensex and Nifty erased early gains amid rupee weakness, even as volatility cooled. IT stocks outp...
- Markets enter rotation phase as yields stay elevated and AI trade cools: Matt OrtonGlobal markets are entering a selective phase driven by rising bond yields and persistent inflation, shifting investor focus from AI-led ra...
- Why patience, value and mean reversion could define the next market cycleAs global markets grapple with high valuations, geopolitical risks and AI-driven exuberance, investors are revisiting time-tested strategie...
- European shares log weekly losses on Iran war-linked inflation woesdropEuropean markets experienced a significant downturn, with the STOXX 600 index sliding due to escalating energy inflation fears stemming fro...
- Global Markets | European shares tumble on Iran war-linked inflation woesU.S. President Donald Trump, on the last day of his trip to China, said his patience with Iran was running out and that China's President...
- Why market rose today? Sensex rises 790 points, Nifty closes near 23,700. 5 key drivers behind surgeIndian stock markets are experiencing a significant rally. The BSE Sensex and Nifty 50 indices have climbed over 1 percent each. This surge...
- Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...
- Don't go all in right now; Systematix bets on PSU banks, IT, and defence, avoids realty and jewelleryGeopolitical tensions necessitate a disciplined, diversified investment approach, according to Systematix Group's Nikhil Khandelwal. He adv...
- India underperforms Asian rivals amid earnings and valuation strainIndian stocks are facing losses while other economies see gains. This is due to a global AI investment frenzy benefiting chip makers like S...
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