AI boom fuels market mania as Jefferies flags warning signsJefferies cautions investors about speculative excesses in US markets fueled by AI spending, despite a weakening dollar. Oracle's surge aft...
26 Sep, 2025, 11.57 AM IST
GST rationalisation sparks optimism, but global investors stay cautiousGST rate changes spark optimism in Indian markets, though global investors remain cautious amid tariff concerns. While some sectors may ben...
29 Aug, 2025, 11.47 AM IST
China’s top tech stocks add $439 billion as ‘Mag Seven’ sinkIt’s a dramatic turnaround that caught many on Wall Street by surprise. Earlier this year, the Nasdaq had set yet another record, while Chi...
07 Mar, 2025, 11.15 AM IST
Investors spy the dawn of a tectonic shift away from US marketsA historic global trade war, increased European fiscal policy changes, and China's rapid advancement in technology are redefining global in...
07 Mar, 2025, 07.34 AM IST
Investors spy the dawn of a tectonic shift away from US marketsA significant global trade war and China's emergence as a tech leader are prompting a shift in global investment away from the U.S. While C...
06 Mar, 2025, 07.39 AM IST
Once engine of growth, is China now an 'alternative' investment?China's property bust and increasingly interventionist government, along with deepening geopolitical fissures with the United States, have ...
13 Feb, 2024, 05.40 AM IST
Market’s crashed! Is it time to look at pharma and IT now?The relentless selloff in India may be influenced by the situation in China, where there are rumors of further attempts to support their do...
23 Jan, 2024, 04.20 PM IST
Breather in market a better opportunity to re-engage with Indian equities: Manraj S SekhonOver the long term, the optimism is very much intact. But in the near-term valuations are a little extended. It's about how much of a premi...
06 Nov, 2023, 05.41 AM IST
US Commerce Secretary Gina Raimondo says American firms complain China is 'uninvestible'"Increasingly I hear from American business that China is uninvestible because it's become too risky," she said. Raimondo said American fir...
29 Aug, 2023, 11.57 PM IST
The spotlight may come to India as it never has before: Brian FriedmanOur current expectation is that rate increases will slow down and dissipate into early next year. The Fed is likely to find a juncture next...
07 Nov, 2022, 06.23 AM IST
As BRIC fund assets collapse, Jim O’Neill is keeping awayMoney managers scrambled to start funds anyway. The likes of Schroders Plc and Franklin Templeton -- along with Goldman Sachs Asset Managem...
26 Mar, 2022, 12.19 PM IST
Chinese tech’s brief revival is already showing signs of fatigueThe rally in the Hang Seng Tech Index, which tracks Chinese tech stocks listed in Hong Kong, fizzled out toward the end of this week amid h...
28 Aug, 2021, 02.47 PM IST
MSCI CEO dismisses concerns Chinese stocks are ‘uninvestable’Regulatory compliance has weighed on China “every three, four, five years and obviously the markets have sold off at the time. But very qui...
24 Aug, 2021, 11.46 AM IST
Big rethink ahead for US Chinese-listed stocks after ugly JulyThe Nasdaq Golden Dragon China Index -- which tracks 98 of China’s biggest firms listed in the U.S. -- plunged 22% in July, its biggest one...
31 Jul, 2021, 02.07 PM IST
Decade-long bull market heats up in US as 2019 gain hits 22%The S&P 500 is up 1.5 per cent in the week.
04 Nov, 2019, 09.49 AM IST
Decade-long bull market heating up again as yearly gain hits 22%Markets participants, as well as maybe even the Fed, have been very optimistic on trade truce.
02 Nov, 2019, 01.01 PM IST
Trade wars: We're next, European investors fearInvestors thinking of chasing a rally on a trade accord through European trade proxies.
30 Jan, 2019, 03.11 PM IST