Lesson for Indian companies in Buffett handover; new Berkshire CEO likely to bet on hard assets: Raamdeo Agrawal
Raamdeo Agrawal of Motilal Oswal Group anticipates a shift towards tangible assets for wealth creation. He highlights infrastructure projects as a key opportunity. Agrawal notes Berkshire Hathaway’s potential move into hard assets under new leadership. He suggests they might invest in cross-country infrastructure. He also observes Berkshire Hathaway’s large cash reserves.
Swaminathan Aiyar cautions on short-term impact on markets if tensions persist
We have shown the skill to do this in the past. I hope we will show the skill to do this in the current situation also, that would be my expectation. I do not expect a runaway escalation. But could there be more than one step of escalation is possible and yet I would say […]
Sunny Agrawal predicts strong FY26 for cement sector as profitability improves
Among the PSU bank basket, on one hand we have seen a very good set of number from Indian Bank, so there again, we feel there is a value that lies there trading at 0.9 times one year forward price to book. So, we feel the fair value of Indian Bank is close to Rs […]
Q4 results today: Coal India, Dabur among 49 companies to announce earnings on Wednesday
Coal India is expected to post a stable performance in the March 2025 quarter, with flat revenue and modest growth in profitability aided by improved e-auction realisations and cost discipline. The company’s net profit is expected to grow by an average of 4% YoY, while revenue is likely to remain largely unchanged compared to the […]
ETMarkets Smart Talk | Is gold the new growth asset? 3 reasons why yellow metal rose 28% in 4 months: Ajit Banerjee
We are all aware markets do not like uncertainty of any type, and by nature, it is forward-looking. Hence, it reacts either positively or negatively depending upon the underlying developments.
Oil up on signs of more Europe and China demand, less US output
Brent crude futures gained 37 cents a barrel, or 0.6%, to $62.52 a barrel by 1215 GMT, while U.S. West Texas Intermediate crude was at $59.53 a barrel, up 44 cents, or 0.74%.
US stocks close lower as tariff uncertainty weighs
Trump said he and top administration officials will review potential trade deals over the next two weeks to decide which ones to accept.
Gold slips on US-China trade talk hopes; traders eye Fed policy
U.S. Treasury Secretary Scott Bessent and chief trade negotiator Jamieson Greer will meet China’s top economic official in Switzerland this week, U.S. officials said, in what could be the first step toward resolving a trade war disrupting the global economy.
High deposit costs a drag on Bank of Baroda’s Q4
Net interest income-difference between interest paid to depositors and interest earned on loans-fell nearly 7% YoY to ₹11,020 crore in the fourth quarter. NII climbed 2% for the full financial year, while NIM moderated to 3.02% from 3.18% a year ago. However, non-interest income, which includes treasury gains, surged 24% in the March quarter to […]
RBI’s proposed LTV rules may hit growth of gold loan companies
RBI’s proposed gold loan rules may curb the growth of gold finance companies by requiring them to adjust lending practices. Crisil Ratings suggests the draft aims to standardize regulations and address lending disparities. The new LTV computation rules could force NBFCs to recalibrate disbursement values, impacting their growth, despite gold loans being the fastest-growing consumer […]