No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do nowDinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund...
01 Jun, 2026, 06.30 AM IST
West Asia conflict a stagflationary shock; world economy not ready for a long war: Bank of AmericaThe West Asia conflict has triggered a stagflationary shock, impacting global growth and inflation. Bank of America forecasts a lower globa...
29 May, 2026, 11.03 AM IST
That sinking feeling: Rupee@100 is a mental fear, not macro nightmareThe rupee is under strong pressure due to rising global crude oil prices driven by Middle East tensions, briefly hitting an all-time low of...
22 May, 2026, 12.54 PM IST
Gold could hit $5,800 this year despite Iran war volatility, but why are analysts predicting silver may deliver bigger long-term gains - here's what you need to knowGold and silver price prediction: Gold prices are expected to rise despite geopolitical tensions. Analysts foresee gold reaching $5,800 per...
20 May, 2026, 12.15 AM IST
WPI inflation crossing 10% mark not a tail risk but a near-term base case: ReportThe recent Rs 3 hike in petrol and diesel prices, announced after the Prime Minister's national exhortation for austerity, was widely antic...
18 May, 2026, 08.25 AM IST
US Stock Market: Fed officials warn Iran War could trigger prolonged inflation shockFederal Reserve officials are increasingly concerned that the U.S.-backed war with Iran is fueling a prolonged inflation shock. Elevated oi...
07 May, 2026, 09.35 AM IST
Global Market: Christine Lagarde rejects stagflation fears despite rising risksECB President Christine Lagarde dismissed stagflation concerns in the euro zone, even as risks to growth and inflation rise. The central ba...
01 May, 2026, 08.57 AM IST
W.O.R.R is the worry. A four-way assault pummells Indian macroIndia faces a rare convergence of four macro shocks—war-driven oil surge, a record weak rupee, and a likely poor monsoon—raising inflation ...
30 Apr, 2026, 05.06 PM IST
Akshaya Tritiya 2026: Gold stocks soar up to 25% in a month! Will rally soften after auspicious festival?Jewellery stocks have emerged as standout performers despite broader market volatility triggered by geopolitical tensions and rising oil pr...
17 Apr, 2026, 10.02 AM IST
Akshaya Tritiya 2026: Date, significance and best time to buy gold. Details hereAkshaya Tritiya 2026 falls on April 19, with the auspicious gold-buying muhurat beginning at 10:49 am. The day symbolises prosperity and ne...
16 Apr, 2026, 02.09 PM IST
Global Markets | Australia Inc starts to feel Iran war fallout, raising stagflation riskAustralia's economy faces a stagflationary shock as the Middle East conflict drives up fuel prices. Top companies like Qantas and Westpac a...
14 Apr, 2026, 12.42 PM IST
Global Markets | Australian shares slide as US-Iran talks fail, risk appetite soursAustralian shares declined as collapsed U.S.-Iran peace talks and a U.S. blockade of Iranian ports soured market sentiment. The S&P/ASX 200...
13 Apr, 2026, 12.33 PM IST
RBI to focus on managing INR volatility over liquidity: Tanvee Gupta JainThe Reserve Bank of India faces a challenging policy review. Global uncertainties and volatile oil prices are key concerns. Experts highlig...
07 Apr, 2026, 01.13 PM IST
Global supply shock not fully priced in, warns David RocheGeopolitical tensions in the Middle East are creating a deceptive calm in global markets, with oil prices failing to reflect significant su...
06 Apr, 2026, 11.16 AM IST
Downward revision of global GDP imminent amid West Asia crisis; inflation is likely to go upGlobal economic growth is set for cuts. Inflationary pressures are expected to rise. Geopolitical tensions and supply disruptions are the m...
05 Apr, 2026, 01.49 PM IST
Global market rattled as Trump signals longer Iran conflictGlobal markets are cautious. U.S. President Trump indicated the conflict with Iran may last longer. This news has dampened investor sentime...
02 Apr, 2026, 09.33 AM IST
Strong domestic demand supports India's economy, but Middle East crisis raises stagflation risks: Morgan StanleyIndia's economic outlook is bolstered by robust domestic demand and improving high-frequency indicators, including strong auto sales and GS...
30 Mar, 2026, 12.16 PM IST