US macro data has not deteriorated, but market falling in anticipation of a decline: Anurag Singh
Anurag Singh from Ansid Capital notes that while US companies are exceeding Q4 expectations, their cautious guidance for upcoming quarters is causing market corrections. Although inflation worries are easing, recessionary fears persist due to deteriorating macro data like GDP growth and employment. The market awaits clarity on potential Fed actions amid economic uncertainty.
Cement, Metals and Consumption: Pankaj Tibrewal’s top sectoral bets for FY26
The RBI policy pivot is a very important and substantial move from a macroeconomic perspective and over the next few quarters we will start seeing the impact at the ground level. The second is the government capex.
RBI may go for 75 bps rate cut this fiscal, 25 bps each in April, June and October 2025: Report
SBI research predicts a 75 basis points rate cut in FY25 due to low inflation. Inflation is expected to be 3.9% in the fourth quarter and average 4.7% for the year. Industrial production grew to 5% in January 2025. Corporate revenue increased by 6.2% in Q3 FY25. Rising imported inflation and global uncertainties remain concerns.
See Nifty@23,000 in 3 months and 25K in 12 months: Goldman Sachs
Sunil Koul, Emerging Market Equity Strategist at Goldman Sachs, forecasts the Nifty to be range-bound at 23,000 in the next three months due to global uncertainties, particularly US tariffs. However, with an anticipated 12% earnings growth, he projects a 13% upside to 25,500 over 12 months. Koul emphasizes investing in quality companies with resilient earnings […]
Market shows signs of stability despite uneasiness: Hemang Jani
What is happening is that there was a bit of a positive view on IT and mostly consensus positive view saying that incremental deal flow has been good, IT firms are hiring, and as you see a bit of a strength come through in US economy this discretionary spending will get better.
BEL shares jump 2% after Rs 2,463 crore Ashwini Radar order from Indian Air Force
Bharat Electronics Ltd secures a significant Rs 2,463 crore contract to supply Ashwini Radars to the Indian Air Force, developed in collaboration with DRDO. The new contract increases BEL’s total order inflow for the fiscal year to Rs 17,030 crore, highlighting its strong growth and position as a key defense supplier.
Stocks to buy: Swiggy, RVNL and TVS Motor on investors’ radar
Benchmark BSE Sensex dropped 72 points as IT shares retreated. Swiggy fell 1.2%, RVNL gained 0.8%, and TVS Motor declined 1.5%. Analyst Viral Chheda advises buying Swiggy above Rs 380, caution with RVNL, and a buy-on-dips strategy for TVS Motor. Investors should consider resistance and support levels for these stocks.
US corporate bond spreads hit widest in about 6 months on recession fears
The widening yield spreads between corporate bonds and U.S. Treasuries signal growing investor concerns over a potential recession and a global trade war.
Asian equities climb after soft US inflation print
Australian and Japanese shares rose and equity-index futures for US stocks climbed in early Asian trading, bolstering advances in the prior session. Even after Wednesday’s gains for the S&P 500 and Nasdaq 100, the first since Friday for the US benchmarks, they both remained over 3% lower this week.
After Hitachi Energy’s Rs 2,000-crore raise, Rs 1,250 crore Home First QIP likely
The QIP market seems to be showing signs of revival. On Tuesday, Hitachi Energy India’s ₹2,000 crore QIP – the largest such offering so far this year – was subscribed two times. With demand doubling, the company is likely to partially exercise the green shoe option. On Tuesday, another company, Centum Electronics, launched a ₹250 […]