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RATE SENSITIVE CYCLICALS
Dollar rides high on Fed rate-hike betsThe US dollar is experiencing a significant surge, reaching multi-month highs against major currencies like the euro and yen. This strength...- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
- 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...
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
- Long-term Investing: Ecosystem with an edge called India; 12 large- mid- and small-cap stocks with upside potential of up to 34%Tactical investing should not be confused with long-term investing. In a world where geopolitical risk, commodity shocks, and uncertainty a...
- Markets enter rotation phase as yields stay elevated and AI trade cools: Matt OrtonGlobal markets are entering a selective phase driven by rising bond yields and persistent inflation, shifting investor focus from AI-led ra...
- European shares log weekly losses on Iran war-linked inflation woesdropEuropean markets experienced a significant downturn, with the STOXX 600 index sliding due to escalating energy inflation fears stemming fro...
- Market has already priced in peace; now comes the earnings reality check: Shridatta BhandwaldarMarkets are pricing in a swift conflict resolution, but elevated energy costs will impact corporate margins in the near term. While earning...
- Compliance squeeze, global scrutiny redefine India’s $30 billion pharma export playbookAs global markets prioritise quality and regulatory trust, India’s pharma sector is recalibrating beyond its traditional cost advantage.
- US stock market today: why Dow Jones crashing big while S&P 500 and Nasdaq are rising? Dow down by 200 points as oil surge, Fed jitters, and Big Tech earnings split market directionUS stock market today: Why Dow Jones Industrial Average falls while S&P 500 and Nasdaq Composite hold steady? US stock market today shows a...
- US stock market concentration risk hits extreme levels: AI stocks surge to 45% of S&P 500 market cap in 2026— can $1.4 trillion AI-linked debt sustain this historic dominance?US stock market concentration risk hits extreme levels: AI stocks now dominate S&P 500 market cap at a record 45% level in 2026, reflecting...
- Akshaya Tritiya: Tapan Patel on why you shouldn't let the recent dip in gold scare youGold prices are experiencing a cyclical reset, not a structural shift. This presents a strategic opportunity for Indian investors to buy go...
- How to deploy Rs 10 lakh wisely across sectors after a 10% market fall – Expert strategyPranav Haridasan of Axis Securities suggests a balanced investment strategy following a 10% market correction. Allocate 40-45% to interest ...
- Rate sensitives and cyclicals could see stability in Q4: Avinnash Gorakssakar, Precision InvestmentCapital goods and construction companies can be looked at in FY17
- Rally will be led by cyclicals, rate sensitives: Ashwani Gujral'Generally you have these two week downswings and then two week upswings since we are in a bull market I would assume that the upswing woul...
- Be stock specific while investing in cyclicals: Mayuresh Joshi"One needs to be really careful and stock specific when it comes to cyclicals and specifically the real estate pack."
- Ride on cyclicals to re-enter longer-term bull market: Ashwani Gujral, Ashwanigujral.com"From a one-week perspective you should be in defensives, as they will keep you more on the upside than any cyclials, rate-sensitive or pol...
- Be deep and sharp on cyclicals becasue rallies have been fairly sharp, says Ashwani GujralOverall on Bank Nifty below 15300 it is a buy, on the overall market anything between 7470 to say about 7550 that zone is possibly a buy.
- Book profits in FMCG, increase allocation to interest rate sensitivesFMCG stocks have run up very fast over the last one year. As per Value Research, Equity (FMCG) funds universe has moved up by 36.71% over t...
- Tata Steel can head up to 505-510: Ashwani GujralRight now you need to be more excited on the rate sensitives and on these global cyclicals.
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