Kaynes & Avalon Poised for Strong CAGR Through FY27 on Scale; Motilal Oswal sees over 20% upside each
India’s Electronics Manufacturing Services sector is experiencing rapid expansion, fueled by strong orders and increasing global relevance. Government initiatives and rising domestic demand across sectors like EVs and infrastructure are key drivers. Companies are scaling up operations, supported by export growth and improved margins. Kaynes Technologies and Avalon Technologies are highlighted as promising investments, with […]
Why are sectoral and thematic mutual funds falling out of favour in 2025?
Equity mutual fund schemes that bet on sector and focused themes – the hot picks of 2024 – are falling out of investor favour amid erratic returns and heightened risk, as reported by ET Bureau.
Why Donald Trump must let Jerome Powell do his job
Donald Trump’s criticism of Jerome Powell raises concerns. This interference could destabilize the economy. GDP projections are down. Inflation and unemployment are rising. Powell is trying to navigate stagflation. Trump’s tariffs could worsen the situation. The Fed needs to focus on policy. Powell needs space to do his job. Stability is essential for America.
Explained: Investing in mutual funds? 10 key things to check to make better investment decisions
Mutual funds are popular investments. Investors should not only consider past returns. Defining financial goals is important. Assess risk appetite and investment horizon. Understand different types of mutual funds. Check fund’s past performance and portfolio. Review fund manager’s track record and expense ratio. Evaluate exit load and tax implications. Consistency of Asset Management Company matters.
ETMarkets Smart Talk | Discretionary consumption, digital ads, and travel to lead market themes in 2H2025: Paras Bothra
Ashika Investment Manager’s CIO, Paras Bothra, anticipates discretionary consumption and travel sectors to thrive in the second half of 2025, fueled by lower interest rates and festive demand. While geopolitical tensions and primary market activity may limit near-term gains, the long-term outlook for India remains positive.
Wall Street’s booming June is big bet against economy doomsayers
Wall Street is celebrating a market surge fueled by receding trade war fears, with the S&P 500 hitting a record high. Investor optimism is high despite economic uncertainties and policy concerns. Cooling inflation and improved consumer sentiment are driving the rally across stocks, bonds, and commodities.
Top 10 Nifty500 stocks with dividend yields higher than industry average
Dividend-paying stocks continue to attract investor interest for their potential to generate steady income. Within the Nifty 500 universe, several companies are currently offering dividend yields that exceed their respective industry averages.Based on data from Trendlyne, here’s a look at 10 such stocks with relatively high 1-year dividend yields:
Mazagon Dock and Lupin among 10 midcap stocks that may get largecap status
The Association of Mutual Funds in India (AMFI) will announce the stock re-categorization in the first week of July 2025 and may highlight the market cap changes in large, mid and small cap, according to the predictions by Nuvama Alternative Research.
5 world market themes for the week ahead
Global markets brace for a volatile second half of 2025. Trade tensions and Federal Reserve policy are key concerns. US jobs data and European Central Bank discussions are closely watched. China’s economic recovery remains uncertain. Mergers and acquisitions are surprisingly strong despite market headwinds. Investors navigate a complex landscape of tariffs and geopolitical risks.
Fed says banks can withstand economic downturn, clears way for dividend hikes
The Federal Reserve reports that major US banks can withstand a severe economic downturn. These banks maintain strong capital levels even after significant losses. The central bank’s stress test indicates resilience against recession and market instability. This positive outcome may lead to increased shareholder payouts through dividends or buybacks. Banks are expected to announce capital […]