Tesla’s $584 billion wipeout: 4 forces behind the EV giant’s accelerating 45% stock car
Tesla’s lead in EV infrastructure is at risk. In March, Chinese competitor BYD launched a next-gen fast-charging station that provides 400 kilometers (around 250 miles) of range in just five minutes, surpassing Tesla’s top Supercharger performance.
Focus on earnings not Trump tariffs, says HSBC, picks RIL, ICICI Bank stocks in ‘India Five’ bets
HSBC Global Research highlights five Indian stocks—TVS Motor, RIL, Shriram Finance, ICICI Bank, and Adani Ports—for their structural strengths, profitability, and earnings visibility, advising investors to focus on fundamentals over geopolitical tensions and Trump-imposed tariffs.
JPMorgan’s Dimon flags growth risks, calls for urgent resolution in 60-page shareholder letter
JPMorgan Chase CEO Jamie Dimon’s annual letter warns of the economic risks from trade tensions, inflation, and rising tariffs, but expresses confidence in the long-term strength of the U.S. economy while urging swift resolution to trade disputes.
Market in a phase of time correction; recovery to be gradual: Sanjay H Parekh
A little unfortunate is that our growth rate in this quarter will be flattish. We are coming out of low growth and this year, full year, maybe we will end up with 6-7% growth rate for Nifty and it can only slowly recover in in this environment.
Bank stocks fall up to 4% after RBI repo rate cut; gold loan NBFCs hit hard
Public sector banks were among the biggest losers, with Bank of India, Union Bank of India, Indian Bank, and Bank of Baroda dropping nearly 4%. Canara Bank, Punjab National Bank, and State Bank of India also saw declines between 1.5% and 2%.
Devang Shah expects more easing ahead as global uncertainty spurs disinflationary outlook
Our perspective is that yes, currency is somewhere an important variable which markets will be looking at, not only currency people will also look at what is happening on US bond yields. US bond yields in the last five days are up almost 60 odd basis.
Amnish Aggarwal says ‘wait for the dust to settle’ amid trade war chaos
Amnish Aggarwal of Prabhudas Lilladher anticipates a 25 bps rate cut by the RBI, citing controlled inflation and market volatility. He cautions against making fresh market bets amidst the US-China trade war, predicting continued volatility for the global economy and markets. While some Indian sectors like home textiles might benefit, increased dumping from China could […]
Domestic-focused plays remain safer bets amid global uncertainty: Amnish Aggarwal
Amnish Aggarwal of Prabhudas Lilladher suggests focusing on domestic-oriented sectors like consumption, private banks, hospitals, and pharma due to global uncertainties. He notes potential margin expansion for paint companies from lower crude prices and benefits for OMCs and aviation. However, concerns exist about employment impacts on the middle class and potential slowdown in mutual fund […]
ETMarkets Smart Talk | Wealth creation sees new highs in FY25, tier-2 cities drive growth: JM Financial’s Anuj Kapoor
There is a significant focus on global diversification using Liberalised Remittance Scheme (LRS), Overseas Portfolio Investment (OPI)/ Overseas Direct Investment (ODI) route and integration of investments with migration decisions.
Fund Manager Talk | Asset allocation model suggesting 60-65% in stocks: UTI Mutual Fund’s Amit Premchandani
We do not predict market levels, what we focus on is valuations which are still above average. Small and mid-cap are expensive while large caps are in the fair value zone. We have an internal model for asset allocation which is used for equity allocation in some of our asset allocation strategies and that model […]