ECB chief economist sees persistent impact on inflation from Iran warIran war impact: The European Central Bank's chief economist Philip Lane warns of lasting inflation from the Middle East conflict's energy ...
28 May, 2026, 08.40 AM IST
Markets at crossroads? Axis AMC’s Hitesh Zaveri on largecaps vs smallcaps, IT stocks, and portfolio de-riskingPeriods of consolidation may be viewed as opportunities to accumulate quality businesses rather than reasons for concern, subject to indivi...
24 May, 2026, 11.41 AM IST
IT stocks gain for 3rd day on rupee fall, tempered AI viewIndian IT stocks surged for a third consecutive session, driven by a weakening rupee that boosted margins for dollar-earning software expor...
20 May, 2026, 05.39 AM IST
Quote of the day by Michael Price: "Wall Street tends to overreact when it gets worried about earnings"Investor Michael Price noted Wall Street's tendency to overreact to earnings worries. This pattern sees short-term fears trigger sharp sell...
19 May, 2026, 06.00 PM IST
Market moves driven more by psychology than fundamentals: Samir AroraIndian stock markets are caught between global worries and strong domestic company profits. Foreign investor activity, oil price swings, an...
18 May, 2026, 01.17 PM IST
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...
17 May, 2026, 09.31 AM IST
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...
12 May, 2026, 09.00 AM IST
Crude shock temporary; pharma and EMS are the real bets: Abhay AgarwalGeopolitical fears are driving crude oil prices higher, but Piper Serica's Abhay Agarwal believes this is a temporary, sentiment-driven spi...
30 Apr, 2026, 09.36 AM IST
Gold, silver ETFs slip up to 3% as crude surge, weak Iran talks dent sentiment. What should investors do?Gold and silver ETFs declined up to 3% as bullion prices fell sharply amid rising crude oil prices and uncertainty around US-Iran talks. Hi...
23 Apr, 2026, 10.26 AM IST
Bank stocks vs consumer discretionary: Sunil Subramaniam’s top watchlist for the summer seasonMarket expert Sunil Subramaniam warns the bottom is yet to be established amid geopolitical tensions and Trump-induced volatility. He notes...
13 Apr, 2026, 02.23 PM IST
Quote of the day by John Paulson: "You don't get rewarded for taking risks, you get rewarded for buying cheap assets."Investing success stems not from taking risks, but from buying undervalued assets. Seasoned investors understand that true rewards come fro...
08 Apr, 2026, 06.00 PM IST
Ceasefire sparks optimism, but investors should tread carefully: David ChaoGlobal markets rallied on a temporary US-Iran ceasefire, with risk assets climbing and oil prices softening. While cautious optimism prevai...
08 Apr, 2026, 11.33 AM IST
Earnings season will be real test of the market from April 10: Sunil SubramaniamIndian equities saw a dramatic intraday reversal driven by a technically engineered rupee rally, not fundamental shifts. While the IT index...
06 Apr, 2026, 09.43 AM IST
Global markets at an inflexion point: Q2 could reward patience over predictionGlobal markets are shifting from a low-volatility regime due to geopolitical tensions and persistent inflation. As Q2 begins, investors fac...
04 Apr, 2026, 10.10 AM IST
The Iran war is bad for inflation — but worse for growthThe Iran conflict is poised to inflict collateral damage on the global economy, with rising energy prices already impacting inflation and c...
02 Apr, 2026, 09.11 AM IST
"Geopolitics won’t derail markets forever": Devina Mehra urges investors to stay the courseGeopolitical tensions in West Asia are creating market uncertainty, with crude oil prices remaining high. Despite this, investors are advis...
01 Apr, 2026, 12.09 PM IST
- Markets over-reacted to the US downgrade
Hopes that the weekend would give stock markets across the world time to digest rating agency Standard and Poor's downgrade of longterm US ...
09 Aug, 2011, 03.49 AM IST