Federal Reserve to hold rates as political storm intensifies around Powell
The Federal Reserve is expected to pause its interest-rate-cutting cycle this week, as a more stable jobs market eases divisions within the central bank. Officials believe current rates are appropriately positioned to support employment while keeping inflation in check. This decision aims to refocus on the Fed’s core mandate, though it may intensify criticism from […]
Emerging Asia lures capital as geopolitics rattle risk mood
Emerging Asian markets are attracting new investment as a safe haven amid ongoing geopolitical uncertainties. While tariff threats against Europe have temporarily eased market jitters, persistent tensions in the Middle East and Latin America are driving investors towards regions offering superior risk-adjusted returns and stronger economic fundamentals.
Eternal shares in stress on Q-comm cash burn quest
Online delivery firm Eternal’s stock dipped nearly 9% despite strong December quarter profits, driven by investor concerns over escalating competition. Slower store expansion boosted profitability, but increased spending to accelerate quick commerce growth may impact future earnings. Analysts maintain ‘buy’ ratings but have trimmed target prices.
S&P 500, Dow open slightly higher with big tech results, Fed decision on deck
U.S. stock markets opened with modest gains on Monday as investors anticipated a significant week for corporate earnings and a key Federal Reserve policy announcement. The Dow Jones Industrial Average and S&P 500 saw slight increases, while the Nasdaq Composite experienced a minor dip in early trading.
IPO GMP Watch: Shadowfax hints at discounted debut; SME issues dull
Asian Paints Q3 Preview: PAT seen up 8% YoY; volume growth to pick up
Asian Paints is poised for a steady December quarter performance, with volume growth expected to improve. While margins are set to expand due to lower raw material costs, revenue growth will be moderated by weak pricing and a challenging demand environment. The B2B segment is anticipated to provide support.
India set for earnings-led comeback in 2026, foreign flows may return, says Timothy Moe of Goldman Sachs
Goldman Sachs’ Timothy Moe expects India to stage an earnings-led comeback in 2026, with MSCI India earnings growth seen at 15%. Valuations are expensive but defensible, limiting upside from re-rating. A recovery in earnings, domestic consumption, financials and policy support could help revive foreign investor interest later in the year.
Axis Bank Q3 results: PAT rises 3% YoY to Rs 6,490 crore, NII grows 5%
Axis Bank announced its December quarter results. The bank’s standalone net profit saw a 3% increase, reaching Rs 6,490 crore. Interest income also grew by 4.3% to Rs 32,274 crore. The lender’s interest payments on deposits were up nearly 4% in the same period. These figures reflect the bank’s performance in the recent financial quarter.
Gold, silver, AI and Indian stocks: Joanne Goh on where value lies now
an interaction with ET Markets, Joanne Goh, Senior Investment Strategist at DBS Bank, shares her outlook on gold and silver, cautions against froth in parts of the AI trade, and explains where she sees value emerging across Indian and Asian equities.
It wasn’t just a missed call: The currency clash behind the stalled US-India trade deal
To the casual observer, it painted a picture of bureaucratic hesitation. But to those watching the flow of global capital, the silence on the phone line masked a thunderous shift in the global economic order.