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There is no better investment in long run than equities: Samir Arora

SAMIR ARORA, founder and fund manager of Helios Capital, is on the cusp of launching a mutual fund (MF) business in India

Israel-Palestine war: Markets not pricing in an escalation, says Chris Wood

An immediate fallout of the developments has been on crude oil prices, which are now nearing $94 a barrel (Brent crude), rising nearly 12 per cent from $84 a barrel a fortnight ago

Billion-dollar shake-up: Global tech firms shed over $600 bn m-cap in Q3

Adversely affected by high bond yields, AI market decline, and sluggish global economy, exacerbated by soaring oil prices

It's time for bottom-up stock picking, says Anand Rathi's Varun Saboo

"The Indian economy and the fundamentals of India Inc are standout, but valuations, on the whole, have become rich," Saboo says

Global funds are beginning to pay more attention to India: Chris Wood

Any correction in the Indian stock markets should be used to buy property, banks and industrial stocks, he advised

We've been exploring themes with secular implications: Prakash Kacholia

The strong first-quarter FY24 earnings are expected to normalise in the coming quarters, with a potential growth rate of 20-22 per cent, said Kacholia

Current market action looks similar to October 1987 crash: Chris Wood

The 10-year Treasury bond yield rose by 203 basis points (bps), climbing from 8.2 per cent on June 17, 1987, to 10.23 per cent on October 15, 1987

Markets in a correction mode: It's your portfolio. Make it large!

The run-up in the markets in these last few months, analysts at HSBC said, has made investors nervous about the markets amid multiple headwinds

In the battle of brokerages, traditional brokers are fighting back

Discount brokers have sustained the rise of the equity cult and gained market share. Now the old guard looks to strike back

Retail investors have grasped the power of equities: Vikas Khemani

VIKAS KHEMANI tells that the best risk management technique for investors is to invest in good companies with solid management capable of withstanding and managing volatility

HCLT, Infosys: Morgan Stanley ups target price of IT stocks by up to 29%

Among individual stocks, Morgan Stanley has maintained their overweight rating on HCLT, LTIMindtree and Infosys within the large-caps.

We're excited about equities in current economic scenario: Rahul Singh

Consumption slowdown is a concern, although profitability margins are being protected due to softness in input prices, said Singh

Correction lurking for Wall Street-driven markets, warns Christopher Wood

The investment in Container Corporation of India within the India long-only portfolio will be removed and replaced with an investment in JSW Energy

After JP Morgan, Bloomberg index may add India; analysts eye $20 bn inflow

Given the relatively small weight in the Bloomberg Global Aggregate Index, analysts expect India's inclusion could take place in one shot

Global fundraising via IPOs drops 52% in 2023 to $147.2 billion

At the country level, the report suggests, India topped the charts with 152 transactions worth $3.8 billion in the first eight months of 2023 followed by the US and China.

Fiscal pressures building up; risks for the markets are rising: Jefferies

As a stock strategy, they have shifted consumer staples to underweight, and moved weight (bought into) to Bharti Airtel in their model portfolio

Buying stocks today seems like a good idea: Julius Baer's Mark Matthews

We don't categorise markets in terms of developed versus emerging as much as we analyse individual markets with their unique attributes, said Matthews

Foreign flows into Indian equities to take a breather, suggest analysts

Till September 15, 2023, FPIs have withdrawn Rs 6,027 crore from the Indian equity markets, taking their net investment in 2023 in Indian stocks to Rs 1.31 trillion

Midcap stocks have room to correct; buy the dips: Chris Wood

Thus far in calendar year 2023 (CY23) the Nifty Midcap 100 index has surged 29 per cent, as compared to 11 per cent gain in the Nifty 50

UPI moment for markets: In 21 yrs, Sebi shortened trade settlements to T+1

The T+1 hour trade settlement cycle will put India at the top of the settlement deck among the prominent stock markets