US macro data has not deteriorated, but market falling in anticipation of a decline: Anurag Singh

March 13, 2025

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.

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Short-term market weakness likely; defensive sectors poised to outperform: Rohit Srivastava

Rohit Srivastava suggests the recent market rally from early April might be ending, entering a corrective phase influenced by geopolitics and the upcoming FOMC meeting.

June 18, 2025

No near-term rally expected as weak earnings, global uncertainty weigh on sentiment: Dinshaw Irani

Helios Mutual Fund’s CEO, Dinshaw Irani, projects a steady market landscape ahead. He cites underlying economic weaknesses and global tensions as key factors influencing this

June 18, 2025

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