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MACRO ECONOMIC VARIABLES
ETMarkets Smart Talk | Don't mistake foreign outflows for an India exit story; smart money is becoming more selective: Milan ParikhForeign institutional investors are net sellers in Indian equities due to global concerns, but this reflects capital reallocation, not a lo...- Crude oil shock clouds near-term outlook, but FY27 earnings growth still intact: Karthikraj LakshmananUTI AMC's Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term cr...
- Why a flexible asset allocation approach beats static exposure over the next 3 years: ICICI Pru AMC’s Ihab DalwaiIndian markets are trading high. Relying on one asset class is risky. A flexible asset allocation strategy is recommended for the next thre...
- ICICI Bank, AU Small Finance Bank top picks as banking sector gears up for earnings revivalIndia's banking sector is poised for a strong earnings rebound. Profit growth is set to recover significantly over the next two years. Priv...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...
- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%Retail market investors are presented with a choice. Act now, when the uncertainty quotient is high. Or, wait for things to settle down. In...
- Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
- Markets to enter prolonged “drag phase,” not deep correction: Vikas KhemaniMarket expert Vikas Khemani anticipates a consolidation phase for Indian equities rather than a sharp breakout, citing persistent global ma...
- First-time investors should start with balanced funds and short-duration debt in first year: Anand Radhakrishnan, Sundaram MFAmid global uncertainty, Sundaram Mutual Fund's Anand Radhakrishnan advises investors to stay disciplined. First-time investors should begi...
- Select SFBs and MFI players positioned for earnings upside: Rajiv MehtaNon-banking financial companies are demonstrating early resilience, with collections holding firm across key segments like vehicle finance ...
- Experts see possibility of 50-75 bps RBI rate hike amid inflation pressuresConcerns are rising over India's economic outlook due to surging crude oil prices and inflation. Experts suggest the Reserve Bank of India ...
- 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...
- Sensex dips 3,400 points in 4 days. Is this the beginning of a bigger crash?Indian equity markets fell for a fourth straight session as rising crude oil prices, geopolitical tensions, FII selling, and a record-low r...
- 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. ...
- 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...
- Wars, recessions, political crises, market crashes. Warren Buffett’s advice on each of themWarren Buffett made a prediction in the mid-1990s he knew would come true: Berkshire Hathaway's future returns would fall short compared to...
- FIIs sell Indian equities on 150 of last 240 trading days. What does it say about their return timing?Foreign investors have sold Indian stocks on most trading days recently. This trend is linked to rising oil prices, a weaker rupee, and hig...
- West Bengal, Tamil Nadu among 5 state election results today. 10 things stock market investors should track under volatilityVote counting for assembly elections in West Bengal, Assam, Tamil Nadu, Kerala, and Puducherry begins today. Equity traders anticipate a vo...
- Will Sensex, Nifty rally after state election results? Here's why analysts advise cautionKotak Institutional Equities says any election-driven market rally may be short-lived, as rising oil prices and a widening deficit pose big...
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