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INTEREST RATE UPCYCLE
RBI finally gets uppity, takes a hikeIn a proactive move to tackle soaring inflation, the RBI has raised the interest rates by 25 basis points to 5.5%. Despite facing obstacles...- How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nightsJefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing ea...
- India's commercial vehicle market just had its best year in seven. Then the June quarter arrived, and margins fellThere is, at this point, an apparent contradiction at work in the Indian commercial vehicles space. One: FY 2026 was the best of the last s...
- US hiring appetite is healthy as economy powers aheadThe labor market in the US is poised for notable growth as nonfarm payrolls are anticipated to climb in September. Economists foresee the u...
- This stock just beat AI star HFCL’s 230% rally to top Nifty 500 gainers in 2026. Can outperformance last?Welspun Corp has emerged as the top-performing Nifty 500 stock in 2026 after a 236% rally, overtaking AI infrastructure play HFCL. The shar...
- Kevin Warsh-led Federal Reserve starts US war on inflationThe US Federal Reserve increased interest rates, signaling a global effort to control rising inflation. Other central banks will likely fol...
- ETMarkets Smart Talk | Don’t mistake record highs for a broad rally: Why mid- and smallcaps are becoming increasingly selective, says N. ArunaGiriWith smallcaps also trading at significantly higher valuations than in previous cycles, the key question for investors is whether the curre...
- India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand....
- Ahead of the curve in managing inflationHeadline inflation is rising, driven by food and fuel, while wholesale prices approach ten percent. Core inflation remains stable, and the ...
- India’s housing market sees structural shift towards premium, luxury homes: CareEdge RatingsIndia’s housing market is seeing a structural shift towards premium and luxury homes, with affordable housing losing share in new launches....
- ETMarkets Smart Talk | India enters earnings-led phase; Anil Rego favours financials, autos, industrialsAnil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, believes the worst of the valuation-led correction may be be...
- NFO Insight: Edelweiss Nifty REITs & Realty Index Fund opens for subscription. Can its 60:40 REIT-realty mix deliver?Edelweiss Mutual Fund has launched India's first REITs-oriented index fund. This new fund offers investors a unique 60:40 mix of REITs and ...
- Mukesh Ambani’s long game: How Reliance could turn a 3-year spending spree into Rs 90,000 crore of free cash flowReliance Industries could generate nearly Rs 90,000 crore in cumulative free cash flow over FY26-FY28 as its heavy investment cycle eases, ...
- India's medium and heavy commercial vehicles entering the next upcycleThe Indian medium and heavy commercial vehicle industry is poised for an upcycle, with volumes projected to grow 8% in FY26 and 10% in FY27...
- Residential real estate upcycle is expected to continue for 12-18 months, says Dhruv Agarwala, REA India group CEOResidential real estate demand is rising with stable interest rates. Concerns exist over high prices and potential bubble territory. Foreig...
- Will Fed now head towards a pause?The US Federal Reserve may have reached its terminal level of its current interest-rate upcycle. The differential with the Indian policy ra...
- Synchronised hiking days are behind usA better case for a synchronised slowdown in interest rate increases is made as summits approach. With terminal rates in sight, central ban...
- Banks, bond market stay ahead of RBIIn essence, banks and the bond market are now ahead of the RBI on the interest rate upcycle.
- Evergrande saga may shorten the length of the ongoing steel upcycle: ICRA“With the Chinese property sector accounting for around 15% of global steel demand, the Evergrande saga may potentially shorten the length ...
- Realty adds shine, index surges 6%Property developers extended their winning run on the bourses after reporting strong demand in the September quarter driven by low interest...
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