Portfolio rejig: 4 stocks with upside potential of up to 40%
The Nifty has given up most of the gains accumulated over the past couple of months and is now trading comfortably below its record peaks amid rising geopolitical tensions and persistent FII outflow. For India, the impact is more pronounced, as the prolonged tariff dispute with the US has heightened volatility and disrupted market momentum. […]
Global markets on a moving chessboard as sentiment overtakes fundamentals: Seth R Freeman
Seth R. Freeman observes that global markets are navigating persistent uncertainty driven by U.S. developments and a changing world order. He highlights risks stemming from shifting investor and consumer sentiment, potential policy impacts like credit card rate caps, and the continued influence of Donald Trump. Freeman suggests emerging markets, particularly India, are poised to benefit […]
Zee Ent Q3 profit falls 5% YoY to Rs 155 cr
Zee Entertainment Enterprises (ZEEL) reported a 5% year-on-year decline in its December quarter consolidated net profit, reaching Rs 155 crore. Despite this, the company saw a significant 15% rise in revenue from operations, which stood at Rs 2,149 crore for the quarter.
Rupee stability key market trigger as earnings hold up: Rahul Singh
Indian equities are seeking a decisive trigger amidst noisy global cues and improving domestic fundamentals. While earnings season has met expectations, macro concerns, particularly currency stability, are weighing on investor confidence. Valuations are normalizing, with excesses now stock-specific, and markets remain in a wait-and-watch mode.
Metals outlook brightens on global cues; Trent faces near-term headwinds: Siddhartha Khemka
Indian metal stocks are poised for a favorable phase, driven by robust global demand for both precious and industrial metals, alongside supply constraints and supportive Indian policies. Copper, zinc, and aluminum are expected to see upside, with ferrous metals to follow, as China’s demand and domestic protectionism bolster the sector.
ETMarkets Smart Talk | Budget 2026 may offer tax relief as markets seek clarity on capital gains: Rohit Agarwal
As Budget 2026 approaches amid geopolitical risks, investors anticipate policy clarity and potential capital gains tax relief. Despite muted returns, measured expectations create room for positive surprises, with domestic SIPs expected to continue their steady rise. Private sector banks are poised for growth as the interest rate cycle nears its end.
Q3 results today: IndiGo, Adani Green among 57 companies to report earnings on Thursday
Many companies will announce their December quarter results today. IndiGo’s earnings are expected to be mixed. Revenue is predicted to grow, but profits may fall. This is due to higher costs and lower ticket prices. Other key companies like Adani Green and DLF will also share their financial performance. Investors are watching these announcements closely […]
Asian stocks gain after Trump touts Greenland deal
Asian stocks rose, mirroring Wall Street’s gains, as President Trump’s comments on a “framework” deal regarding Greenland eased market concerns. Precious metals retreated, with gold and silver falling. The US president’s remarks signaled a de-escalation of geopolitical and trade tensions, leading to a return of risk appetite in equities.
India to remain fastest-growing major economy despite global tensions: RBI
India’s economy is poised for strong growth, projected to be the world’s fastest. Domestic demand is robust, and the manufacturing and services sectors are performing well. Despite global geopolitical risks and US trade tariffs, Indian exporters are diversifying.
ET@Davos: Private investment to rebound once tariff disruption settles, says CS Setty, Chairman, SBI
SBI Chairman Challa Sreenivasulu Setty anticipates a private investment rebound once US tariff issues resolve. He believes SBI can achieve its growth aims organically, focusing on AI to boost efficiency. Setty also noted room for consolidation in public sector banking, but SBI does not need inorganic growth. Savings accounts are stable, but current accounts are […]