Puneet Wadhwa

'Surprised by market reaction to Kevin Warsh's nomination to the US Fed'

The dollar, said Aditya Bhave, senior US economist at BofA Global Research, will most likely remain the world's reserve currency.

Gold ETF inflows double MoM to ₹24,040 crore in January, surpass equities

The January inflow in Gold ETFs exceeded - albeit by a whisker - the net investment in 'growth/equity-oriented' schemes in January, which stood at Rs 24,028.59 crore, AMFI data showed

Markets pricing in trade deal positives; buy the dips and hold: Analysts

UR Bhat, co-founder & director, Alphaniti Fintech says the trade deals have cleared the air as regards the EU and the US stance, and expects the market to react to finer details of the India-US deal.

India-US trade deal: Brokerages decode key risks, market implications

Brokerages analyse the India-US interim trade deal, flagging key risks, tariff implications, rupee outlook and potential impact on Indian markets and the Nifty

Gold, silver prices crash on Thursday: Key reasons, levels and strategy

MCX Gold, MCX Silver prices crashed up to 14 per cent in Thursday's trading session tracking overnight losses in the precious metals.

Gold prices can hit $6200/oz; bull-market not over yet, says UBS

Silver, on the other hand, UBS said, is likely to remain volatile going ahead in the backdrop of the sharp run seen in the last few months and the ensuing correction seen in the white metal recently.

From Bernstein to Nomura: Brokerages give thumbs up to India-US trade deal

Nifty will likely head back to 26,500 and settle there as focus returns to earnings, analysts at Bernstein said in a note

Markets need clarity on trade deal for the rally to sustain: Shankar Sharma

The markets were looking for a reason to rally, and they have got it now in the form of India-US trade deal. Once analysts and investors settle down, they will ask more questions (on the deal)

Infosys, Bhel, Arvind: Antique lists top gainers from India-US trade deal

The India-US trade deal, Antique believes, is significantly positive for Indian equities as FPI equity outflow of $34 billion since October 2024, the highest among emerging markets (EMs), may reverse

India-US trade deal: Time to buy stocks; Nifty target 28,100, says Bernstein

Sector-wise, Financials, information technology (IT), and Telecom, they said, are the ways to participate in the market rebound

Timing of the STT hike could have been better: Jyotivardhan Jaipuria

The futures and options market had seen a lot of speculative activity, and to that extent, the effort of the government to reduce volumes in that space is understandable, says Jaipuria

From Jefferies to Goldman Sachs: Brokerages decode Budget 2026 fine print

Jefferies' industry discussions indicate up to 5 per cent volume impact, and estimate a 5 per cent decline in ADTO/orders for BSE/GROWW could result in 4 per cent earnings impact

​STT hike in F&O may dent FII flows; trading volumes may thin: Analysts

STT kike will be a headwind for capital-market-linked stocks. With derivatives volumes already shrinking in recent months, the hike, analysts say, may further their pressure near-term earnings.

Chris Wood trims India exposure; UBS, Bernstein cautious on Indian equities

Besides Wood, analysts at Bernstein and UBS, too, have reiterated their cautious stance on Indian equities. Those at Bernstein cut their rating on India to 'neutral'

Fastest ever Rs 1-lakh/kg rise for silver on MCX; hits Rs 4-lakh mark

Despite the sharp run, analysts expect silver prices to continue their upward march amid intermittent corrections, which they feel will be bought into by investors.

Capital flow disruption, INR impact key risks for India in 2026: Eco Survey

The Economic Survey 2025-26 highlighted three possible scenarios emerging in the year ahead that can have an impact on how the global economies shape up going ahead

21% of surveyed banks, institutions implementing/developing AI: Eco Survey

There is a convergence in priorities among central banks as they adopt AI, which includes using AI to enhance decision-making, improve operational efficiency, and manage risks effectively, survey said

India-EU FTA: Brokerages decode impact for markets, sectors, companies

In fiscal 2024-25 (FY25), India, according to HSBC, exported $76 billion worth of goods to the EU and bought $61 billion worth of goods from the EU

Markets await devil in the details in the India-EU FTA: Nilesh Shah, Kotak AMC

From a purely market standpoint, India-EU trade deal is a positive step and clearly in the right direction, Shah said

Gold can hit $7000/oz; buy the dips and hold for the long-term: Analysts

Despite the dip seen on Thursday, analysts suggest gold continues to be a reliable long-term portfolio anchor, rather than a short-term trade.