Macroeconomic resilience leaves little room for Fed rate cut in 2025: Ed Yardeni
Ed Yardeni of Yardeni Research suggests President Trump’s criticism of Fed Chair Powell risks undermining the Fed’s credibility and impacting financial markets. While Trump may aim to weaken the dollar, Yardeni believes the Fed’s independence is crucial.
Waaree Renewable shares rally 30% in 3 days ahead of Q1 results
Waaree Renewable’s share price has rallied nearly 30% in three days ahead of its Q1FY26 results, surging past Rs 1,200 for the first time in months. The surge is supported by improving sentiment in the renewable energy sector ahead of the company’s Q1 earnings.
Ixigo shares jumps 14%, hits 52-week high after strong Q1 results
Ixigo Share Price: Ixigo’s shares soared after reporting strong Q1FY26 results, with revenue up 73% YoY to Rs 314.5 crore and net profit increasing 27% YoY to Rs 19 crore. Growth was fueled by significant increases in flight, bus, and train GTV. The company is focusing on AI-driven efficiencies and customer-centric approaches, leading to record […]
PNC Infratech shares rise 5% after emerging as lowest Bidder for NHPC solar power project
PNC Infratech shares: PNC Infratech has secured a 300 MW solar project and a 150 MW / 600 MWh energy storage system under ISTS norms, as part of a recent tender. The contract was awarded through an online reverse auction conducted on July 15, 2025.
Inflation may delay rate cuts, but patience will pay off for markets: Hugh Johnson
Hugh Johnson discusses Trump’s inability to fire Fed Chair Powell, emphasizing Powell’s successful handling of the economy and inflation. Johnson anticipates tariff-related inflation impacting markets, potentially delaying Federal Reserve interest rate cuts. Despite near-term challenges, he remains optimistic about future stock market performance, urging patience.
ITC Hotels shares hit record high, rise over 3% after Q1 profit jumps 54% YoY
ITC Hotels shares: The company reported a 54% YoY increase in net profit for Q1FY26, reaching ₹133 crore, up from ₹87 crore a year ago. Revenue from operations rose 15.5% to ₹816 crore, compared to ₹706 crore in the same quarter last year.
Broad-based domestic tailwinds to drive midcap outperformance: Daljeet Kohli
Daljeet Kohli of Roha Asset Managers LLP expresses strong optimism for the Indian domestic market, citing factors like rate cuts, increased liquidity, and a favorable monsoon. The focus is shifting towards domestic-facing companies, with expectations of a consumption cycle revival and manufacturing growth driven by global uncertainties. While rural-related sectors and pharma show promise, a […]
ETMarkets Smart Talk | Fixed income remains relevant, but corporate bonds favoured: Joseph Thomas
Emkay Wealth Management suggests shifting focus to corporate bonds and credit risk funds for better yields as gilt fund rallies peak. The Indian market shows strong growth potential, particularly in mid and small-cap segments, driven by a recovering GDP. Investors should prioritize asset allocation and consider managed funds to navigate market volatility.
Mihir Vora on where to look for opportunities in the broader market
Mihir Vora from Trust MF suggests growth potential in mid and small-cap stocks. These segments include auto ancillaries and CDMO. Capital goods, construction, and pharmaceuticals may show promising results. Vora believes stock-picking opportunities exist even in a sideways market. He advises caution on increasing pharma exposure due to potential US tariff risks. However, he thinks […]
Positive Breakout: These 11 stocks cross above their 200 DMAs
In the Nifty500 pack, 11 stocks’ close prices crossed above their 200 DMA (Daily Moving Averages) on July 16, according to stockedge.com’s technical scan data. The 200-day DMA is used as a key indicator by traders for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day […]