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NEGATIVE ECONOMIC NARRATIVE
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation cor...
Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analystsThere are market phases when one risk dominates. Then there are phases like this, when risks arrive from every direction and refuse to stan...
China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
India can grow over 8% despite oil shocks, crude impact overblown in narrative: World Bank execIndia's economy shows strong growth, defying fears of oil price shocks. Neelkanth Mishra, World Bank Executive Director, states India is we...
For investors with ability to understand and take risks: 6 small-caps from different sectors with upside potential of up to 26%The mood across global markets is not great at this point of time. News headlines point in directions we would rather they did not. But suc...
Why is the US stock market down today? Dow Jones, S&P 500 and Nasdaq crash big as strong jobs report, rising Treasury yields and AI stock selloff shake Wall Street — here are today's biggest gainers and losersWhy is the stock market down today? A hotter-than-expected jobs report erased any lingering hope for near-term Federal Reserve rate cuts — ...
Capital gains relief for FPIs on G-secs a 'very helpful measure', but bond yields may not go down soon: Rama Mohan Rao Amara, SBIState Bank of India Managing Director Rama Mohan Rao Amara welcomes the government's move to exempt foreign investors from capital gains ta...
RBI MPC: A challenge Shaktikanta Das contained may be resurfacing againIndia's central bank, the RBI, confronts a new inflation challenge. Rising oil prices and supply disruptions threaten to undo recent progre...
ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlookHelios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening funda...
ET Prime Special Series: Multibagger or IBC - Curious case of one stock, two companies. Only one of them makes brakesOn paper this is a friction-material company. In practice, the larger force inside the company is an investment portfolio. The friction bus...
Exclusive | Is the India story over for FIIs? BofA says investors don't want to miss what's nextIndia's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan a...
Is SaaSpocalypse real? CLSA says maybe not and here’s whyInitial fears of an "SaaSpocalypse" following Anthropic's AI plug-in release have subsided. Brokerages now suggest AI is driving a shift to...
Volatility as opportunity, depends on framework of mind: 5 mid-caps from different sectors with upside potential of up to 31%The Indian stock market is no longer correcting only because of sentiment. It is now adjusting to the possibility of weaker numbers in the ...
Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global ResearchBofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI cape...
Sonam Wangchuk rejects Ladakh LG's claims, reaffirms support to 'Cockroach Janta Party'Activist Sonam Wangchuk has strongly refuted claims made by Ladakh Lieutenant Governor VK Saxena. Wangchuk stated his meeting with the LG w...