Varun Goel on 3 themes one can invest in this market
Varun Goel, Senior Fund Manager at Mirae Asset, highlights the attractiveness of lending, export-oriented sectors like IT and pharma, and low-ticket discretionary items for earnings growth in FY26. He emphasizes the potential revival in Indian markets due to factors such as rate cuts, tax benefits, and positive crop outcomes, predicting improved Nifty earnings.
Low growth, rising costs and market conditions weigh on insurance stocks: Amnish Aggarwal
The market, as I said, they seem to be quite stabilising and if you look at two buckets in particular, you see external sector, I am not very convinced about because due to what is happening globally, what US is doing, there is little bit of, or rather, I would say there might be prolonged […]
Tariffs could hurt business, growth and earnings: Peter Cardillo
The administration’s back-and-forth stance on tariffs is unsettling global markets, especially emerging ones. Tariffs could be inflationary, potentially harming business growth and future earnings. The dollar’s weakness may also contribute to imported inflation. Until clear policies are in place, market uncertainty is expected to persist, affecting economic growth worldwide.
Starlink’s India strategy to enhance, not disrupt telecom Sector: Gurmeet Chadha
Starlink has partnered with Airtel to provide satellite internet services in India, focusing on rural and remote areas. This move will complement existing terrestrial services rather than compete directly. Jio is also expected to bring Starlink’s high-speed internet to its customers. The partnership is seen as a win-win situation for both Airtel and Starlink.
Avoid trouble spots, stay cautious amidst volatility: Daljeet Kohli
In fact, some of them have even more than that. So, which means that now the recovery will happen. So, if we analyse what had happened in last two months, market has been very brutal, wherever there was no growth or the valuation was very high and if the combination was there, no growth and […]
Stocks to buy: IndusInd Bank, PC Jewellers and Mold-Tek on investors’ radar
Sensex closed marginally down in a volatile session as IndusInd Bank fell 27% due to selling pressure, while PC Jewellers rose 0.8% and Mold-Tek increased by 0.2%. Experts recommend avoiding IndusInd Bank and suggest potential buys in PC Jewellers and Mold-Tek on dips.
Runaway rally unlikely—could India’s markets see more corrections in 2025?
India’s stock market could face further corrections in 2025, with uncertainties around valuations and potential for growth. While some experts see economic recovery through easing monetary policy, fiscal boosts, and agricultural recovery, others remain cautious about a steep rally, citing concerns over mid- and small-cap segments.
Another sea of red as tariffs trump ceasefire hopes
Wall Street struggles to recover from recent losses despite potential Russia-Ukraine ceasefire news, with President Trump’s tariff hikes on Canada adding pressure. Major indexes hit five-month lows and the market faces increasing uncertainty, affecting spending, investment, and sentiment.
ET In The Classroom: Balanced Advantage Funds
Fund houses have developed in-house models to decide the allocation to equity and debt. Most fund houses use a pro-cyclical mode which buys more equity when valuations are lower.
Asian stocks rise, Australia close to correction
Australian shares fell, with the benchmark S&P/ASX 200 index hovering near a correction, after Trump ruled out an exemption from steel and aluminum tariffs despite a lobbying campaign by Prime Minister Anthony Albanese’s government. Stocks rose in Japan and South Korea.