S&P 500’s torrid rally seen having more fuel left from AI, US Fed

US stocks have seen a remarkable recovery, mirroring past rallies that often led to further gains. Investors are optimistic, driven by Federal Reserve actions and corporate resilience. However, potential challenges like government shutdowns and trade tensions loom. Upcoming earnings reports will be crucial in determining the market’s direction. The tech sector’s high valuations also raise […]

Healthcare, IT lead FPI outflows as policy worries cloud outlook

Foreign investors divested ₹4,521 crore from IT and ₹4,036 crore from healthcare stocks in the latter half of September. This selling was driven by concerns over US H-1B visa restrictions and new pharma tariffs, impacting export-oriented sectors. Overall, FPIs sold ₹19,647 crore across 15 sectors during the period.

New lending platform to expand credit access, inclusion: RBI Guv Sanjay Malhotra

RBI Governor Sanjay Malhotra highlighted the crucial role of the account aggregator framework and the new unified lending interface (ULI) in expanding credit access for the under-served. These initiatives aim to enhance interoperability and leverage richer financial data, strengthening the credit delivery ecosystem and fostering financial inclusion.

Nifty may resume uptrend soon; IT stocks could see short-term gains: Rohit Srivastava

Indian markets are poised for a fresh rally soon. A recent pullback is seen as a brief pause before the next upward move. The IT sector is experiencing a temporary bounce due to earnings optimism and oversold conditions. Investors should view market dips as buying opportunities. Sector rotation is expected to continue as the overall […]

Banks set to impress in Q2, ECL phasing gives comfort to financials: Ashwini Agarwal

Banks and financials are poised for strong earnings this season, with reasonable valuations and benign credit costs fueling loan growth. Analysts anticipate positive news for both banks and NBFCs. Consumer sentiment is also showing signs of revival, particularly in discretionary spending, potentially extending beyond a short-term rebound.

Monsoon and crop risks remain key to price volatility ahead: Pushan Sharma

Grocery prices for staples like tomatoes, onions, and potatoes are declining due to a high base effect from last year’s production issues. While edible oils have seen a spike, their impact on the overall food plate is limited. Consumers can expect subdued food inflation in the coming months, though rising energy costs and monsoon uncertainties […]