Gold prices surge to fresh all-time high of Rs 1,02,191/10 gms. What’s fueling the rally?
Gold October futures on MCX hit a fresh all-time high of Rs 1,02,191/10g, driven by US trade tariff uncertainty and central bank buying. Silver also remained strong. Analysts expect continued volatility but maintain a positive outlook amid global risks. Gold and silver are poised for a second straight week of gains, supported by bullish technicals […]
Matt Orton warns of short-term volatility, urges investors to focus on long-term growth sectors
Raymond James Investment’s Matt Orton advises investors to capitalize on market dips, focusing on AI, capex, and reshoring for long-term growth. Despite concerns about a potential economic slowdown and Trump’s tariff stance with India, Orton believes a deal with India is still possible due to its strategic importance.
SBI’s fund deployment key to future growth: Sandip Agarwal
Sandip Agarwal notes the Indian investor’s increasing maturity, moving beyond panic selling to strategic buying after initial market dips. He suggests PSU banks, like SBI, may outperform private sector banks due to their deposit franchise amidst NIM compression from rate cuts. Investors are keenly awaiting SBI’s results and future strategies for deploying raised funds.
Valuations are reasonable now and it’s good time to invest; expect low double-digit earnings growth: Prashant Khemka
Prashant Khemka of White Oak Capital Management suggests current market valuations are reasonable, aligning with long-term averages. He anticipates market returns in the low double digits, mirroring India’s nominal GDP growth. While advising fresh investments, Khemka suggests balancing portfolios with sectors less susceptible to tariffs, noting the recent earnings season aligns with expectations.
MSCI August Rejig: Swiggy, Vishal Mega Mart added to flagship index. Check who else made the cut
MSCI’s August 2025 review adds Swiggy, Vishal Mega Mart, Hitachi Energy India, and Waaree Energies to its Global Standard Index, while removing Sona BLW Precision and Thermax. The reshuffle, effective August 26, is expected to trigger significant passive inflows and outflows.
Retail investors still cautious despite easier access to corporate bonds: Jessica Shah
Despite digitization efforts, India’s corporate bond market sees limited retail participation due to complex risks and transparency issues. However, a slight increase in retail interest is noted, coinciding with expected rate cuts that are predicted to boost corporate bond issuance.
Trump’s Fed pick, Bank of England’s ‘hawkish’ cut weigh on dollar
The dollar faced pressure, nearing a weekly decline as Trump’s Fed nominee fueled expectations of a dovish replacement for Powell. Sterling held gains after a divided Bank of England rate cut. Meanwhile, the euro gained ground amid optimism surrounding potential U.S.-Russia talks, influencing currency markets as investors monitor geopolitical developments.
ANB Metal Cast IPO opens today. Check all details before subscription
ANB Metal Cast, a Rajkot-based aluminum products manufacturer, is launching its IPO on August 8 to raise ₹49.92 crore through a fresh issue of equity shares. With the IPO closing on August 12 and listing expected on August 18 on NSE SME, the price band is set between ₹148 and ₹156 per share.
Tata & SP Group reignite exit talks after years: Chandrasekaran meets Mistry in first formal contact since relations soured in 2016
Tata Sons has initiated early talks with minority shareholder Shapoorji Pallonji (SP) Group to explore potential exit and monetisation options for SP’s 18.37% stake, currently pledged with lenders. This follows a resolution by Tata Trusts to retain Tata Sons’ private status and seek a settlement. Chairman N Chandrasekaran recently met Shapoor Mistry, marking their first […]
Are accrual strategies the new key to success in fixed income investing?
Fixed income investors might need to adjust their strategies. Experts suggest shifting from long-term bonds to accrual strategies. Focus should be on schemes earning through steady interest. Investors who gained from falling yields can consider booking profits. Short to medium tenure funds and corporate bonds are now attractive. Ultra short-term funds are suitable for shorter […]