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MACRO ECONOMY AND TARIFFS
Why did market rise today? Sensex rallied 791 pts, Nifty closed above 24,000; 6 key factors drove D-St reboundIndian stock markets witnessed a significant surge today, with Sensex and Nifty climbing up to 1%. This positive momentum was fueled by the...
India's manufacturing export boom: Why Mukul Kochhar says the time is 'right now'India's economic outlook is brightening, with a top strategist predicting a multi-year manufacturing export boom. Despite past currency woe...
World markets walk a tightrope between AI stocks and oil shocksGlobal markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile...
First goes the Fed dot, then guidance - and then a hike?The Federal Reserve's interest rate forecasts, known as the dot plot, might be removed. This change could signal a shift in policy under th...
ET Alpha Wealth Summit: How AI, volatility and global trends will shape D-Street’s next moveMarkets navigated Covid-19's impact and Trump's tariffs, only to face Middle East geopolitical tensions. The ET Alpha Wealth Summit on June...
Raise it, regulators: A repo rate hike - 50 bps increase to 5.75 perhaps - will reduce CAD, incentivise capital flowsIndia's monetary policy committee faces a complex decision. Delayed economic growth data and an unknown US Federal Reserve policy create si...
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...
Powell's tenure as Fed chair marked by fight for independence while trying to tame inflation
Rural India, agro chemicals, and value retail: Where Aniruddha Naha is putting money to workAniruddha Naha of PGIM India sees opportunity in rural India's revival. He advises investors to build portfolios now for a stronger FY28. N...
US stock market rally today: Why are the S&P 500, Dow Jones, and Nasdaq nearing record highs as NVIDIA and Apple explode higher on strong US jobs data and unstoppable AI-fueled tech surge?US stock market rally hard today pushed the S&P 500 near record highs as the Dow Jones and Nasdaq surged after stronger-than-expected US jo...
Disciplined investing delivered good results for us: Navneet Munot, HDFC MF CEOHDFC MF’s Navneet Munot tells Sanket Dhanorkar and Kayezad E. Adajania how navigating crises has shaped investing discipline, risk manageme...
ADB will help finance $70 bn worth of projects to improve electricity-sharing, internet access across Asia-Pacific by 2035The Asian Development Bank plans to back $70 billion in energy and digital infrastructure projects across Asia-Pacific by 2035 to improve c...
EM is back, India is next: Why the 2025 underperformance is the perfect setup for a 2026 comebackEmerging Markets led global returns in 2025, but India lagged due to outflows and weaker earnings. With valuations correcting and domestic ...
US national debt crosses 100% of GDP: America now owes more than its entire economy produces — and the $1 trillion interest payments alone now outpace the PentagonU.S. debt-to-GDP ratio hit 100.2% on March 31: For the first time since the ruins of World War II, the United States national debt has surp...
Why US stock market surging big today on final day of April? Dow Jones, S&P 500 and Nasdaq all in green as Dow jumps record 500 points — Nvidia, Intel and Meta Platforms stocks crashUS stock market surging big today. Dow Jones, S&P 500 and Nasdaq rally as Dow jumps record 500 points. A powerful mix of blowout earnings, ...
West Asia conflict triggers energy shock, tests Asia’s growth resilienceAsia faces economic challenges as a West Asia conflict disrupts energy markets. This shock impacts inflation and growth across the region. ...
Indian IT faces AI reset as top 5 firms post mixed FY26Earnings analyses reveal a sector transitioning rapidly away from traditional effort-based delivery. AI-driven productivity is causing reve...
Global investors must hedge forex and sovereign risk amid US volatility: Charu ChananaCharu Chanana of Saxo Markets discusses President Trump's trade policies. Trump sticks to tariff deadlines, impacting various countries. Ph...
S&P cuts US growth forecast sharply but rules out chances of a recessionS&P Global Ratings has revised its US GDP predictions. The forecast for 2025 is down to 1.5 percent. The projection for 2026 is now 1.7 per...
China's forecast-beating growth belies storm clouds ahead: analystsChina's first-quarter growth exceeded forecasts, but analysts caution that impending tariffs could hinder future progress. Export surges dr...