Market to find clear direction by 2025-end as earnings rebound: Motilal Oswal’s Siddhartha Khemka
Indian equities may regain momentum by late 2025 as valuations normalise and earnings bottom out, says Siddhartha Khemka of Motilal Oswal. He expects strong growth from FY27 led by financials, autos, and capital goods, setting up the next rally phase.
US yields tumble after Trump’s China tariff threats
US Treasury yields plunged to multi-week lows as President Trump’s threat of massive tariffs on Chinese imports spooked investors, driving them to safe havens. This escalation, fueled by accusations of China hindering rare earth trade, also triggered a stock market selloff. Meanwhile, Federal Reserve officials hinted at potential interest rate cuts, offering some market comfort.
Puravankara Q2 sales booking up 4 pc to Rs 1,322 cr
Realty firm Puravankara Ltd saw sales bookings rise to Rs 1,322 crore in the second quarter of this fiscal year. This marks a 4 percent increase compared to the same period last year. The company also reported growth for the April-September period. Demand for residential properties is showing strength.
Sebi revises penalty norms for stock brokers to remove ‘stigma’
Stock market regulator Sebi has streamlined penalty rules for brokers, introducing a single penalty per violation across exchanges. The number of penalties has been drastically cut from 235 to 90, with many minor lapses now facing financial disincentives instead of penalties. This move aims to reduce reputational risk and provide significant relief to the broking […]
Trump tariff threat pushes oil to five-month low
Global oil prices tumbled over $2 a barrel as President Trump’s threat of increased tariffs on China sparked fears of reduced demand. Analysts point to this, coupled with rising OPEC production and a Gaza ceasefire, as key drivers for the market’s shift to a risk-off sentiment. Investors are also watching for potential impacts from a […]
Gold pares gains after brief run above $4,000/oz on Trump’s China tariff warning
Gold prices surged past $4,000 an ounce again this week. This rally was fueled by US President Donald Trump’s warning of new tariffs on China. Global uncertainties, including potential French government collapse and US shutdown, also boosted safe-haven assets. Investors anticipate US Federal Reserve interest rate cuts. Silver also saw significant gains, driven by strong […]
Caution an overhang on equity funds, inflows dip 9% in sept
Equity mutual fund inflows dropped in September as investors paused lump-sum investments amid market uncertainty. However, monthly SIPs reached a new high. Gold and silver ETFs experienced a surge in demand, attracting substantial investments. Debt funds saw outflows, largely due to tax requirements. Hybrid funds also recorded lower inflows compared to the previous month.
Binance wallets decrypted—taxman moves in on evaders
India’s tax authorities are targeting over 400 high-net-worth individuals for evading taxes on their cryptocurrency profits from Binance. Many failed to disclose digital assets held on the offshore exchange, believing they could escape the substantial tax liabilities. The Income Tax department is now actively tracing these undeclared trades.
Trump’s fresh tariff threats knock Europe stocks to weekly loss in last-minute slide
European markets experienced a sharp decline on Friday, reversing earlier weekly gains due to renewed trade war anxieties sparked by U.S. President Trump’s tariff threats. Auto stocks led the downturn, while political uncertainty in France also weighed on investor sentiment. This late-week sell-off overshadowed earlier optimism driven by monetary policy hopes and AI enthusiasm.
Mukul Agrawal hikes stake in Monolithisch after 200% rally, exits another stock in portfolio shuffle
Ace investor Mukul Agrawal boosted his Monolithisch India holding from 2.30% to 2.76%, following a near 200% post-IPO rally, while exiting Raghav Productivity Enhancers amid portfolio realignment.