Andrew Freris cautions investors on overheated US equities and rate-cut hopes
Andrew Freris criticizes the Federal Reserve’s rate cut, deeming it based on outdated data and ignoring accelerating inflation. He maintains a negative outlook on US equities, particularly tech and AI stocks, citing earnings disappointments and uncertain future returns.
100% FDI to deepen insurance penetration, not disrupt top players: Nitin Raheja
The government’s 100% FDI in insurance is expected to boost sector penetration rather than disrupt established players, according to Nitin Raheja. While smaller insurers may benefit from capital infusion, larger ones are well-capitalized. The move also allows combined life and general insurance operations, offering scale benefits and a positive outlook for the sector.
Defence stocks under pressure, bottom-fishing risky for now: Anand James of Geojit
Defence stocks face continued selling pressure, with technical indicators suggesting further weakness. Geojit Investments’ Anand James advises caution against premature bottom-fishing in the sector. Meanwhile, the Nifty Metal index shows bullish signs with strong upside potential, and specific stock recommendations are provided for Anantraj and Sequent.
Wipro shares in focus following strategic AI partnerships with Google Cloud, Microsoft
Wipro shares are expected to see movement following significant AI partnerships. The company is enhancing enterprise AI adoption with Google Cloud’s Gemini Enterprise and Microsoft’s AI tools. These collaborations aim to transform businesses into early AI adopters, boosting productivity and innovation across various sectors. Wipro is also upskilling its workforce to leverage these advanced technologies.
Rs 10 lakh to invest in 2026? Nilesh Shah’s practical take on smallcap vs midcap, gold and silver
Nilesh Shah of Kotak Mahindra AMC advocates a pragmatic 2026 investment strategy, emphasizing earnings visibility and valuation comfort. He suggests a multi-asset allocation of 55% equities (midcap, largecap, smallcap), 20% precious metals (favoring gold), and 30% fixed income, balancing risk and return amid market shifts.
Positive Breakout: These 14 stocks cross above their 200 DMAs
In the Nifty500 pack, 14 stocks’ closing prices crossed above their 200 DMA (Daily Moving Averages) on December 12, 2025, according to stockedge.com’s technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is […]
A break above 26,300 key for next Nifty rally: Analysts
Nifty has stabilized near recent highs, consolidating after a rebound from the 25,700 zone. The index faces resistance at 26,050–26,300, with a decisive move above this level potentially leading to a rally towards 26,350–26,500. Immediate support is seen at 25,900.
Honk Kong, India fuel blockbuster year for Asia fundraising
Hong Kong’s stock market has experienced a remarkable turnaround. Share sales have surged, making it Asia’s leading fundraising hub. This boom is fueled by Chinese companies seeking global expansion. India, mainland China, and Japan also saw strong dealmaking. Despite global challenges, Hong Kong’s market shows robust activity. Investors are now focusing on quality deals.
Asian stocks slip as traders reduce exposure ahead of central bank meetings, key data
Asian markets opened lower as concerns over technology company earnings and massive AI spending sapped risk sentiment. South Korea, a key AI player, saw a significant slump, mirroring Wall Street’s tech-led decline. Investors are debating AI exposure amid skepticism about valuations and the technology’s ultimate consumer adoption.
At $18.4 billion, FPI equity sales hit new record
Foreign investors are selling Indian stocks at a record pace this year. They have offloaded $18.4 billion in equities, surpassing the previous high. While primary market inflows have slowed, secondary market sales have reached an all-time peak. Domestic funds, however, continue to invest consistently in local equities.