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Equity, debt markets' strategy post RBI's rate hike decision

Bond prices fell sharply while the equities rallied after the RBI's rate hike on Friday. Our next report tells us how the increase in repo rate will affect both these asset classes

Too early to say whether the worst is over or yet to come: Ritu Arora

Ritu Arora, Asia CEO & CIO, Allianz Investment Management Singapore says her expectation of Indian earnings at a compound annual growth rate is 8-12 per cent

Markets are now pricing in 50bps US Fed rate cut in 2023: Chris Wood

The US Fed raised the target range for the federal funds rate by another 75 bps to 2.25-2.50 per cent in its July meeting. The FOMC statement has downgraded its assessment of the economic situation

Where are Brent crude prices headed?

Prices of Brent crude oil are coming down. On Wednesday, OPEC+ decided to hike output by 100,000 barrels per day. Are they headed lower in the days to come? Let us find out

Zomato, Nykaa, Nestle, Dabur: Jefferies bets big on Gen Z boom in India

Jefferies expects Gen Z's income to increase 5x as they enter the workplace and are set to surpass Millennials by the end of the decade

Will the market up move sustain in August?

Domestic equity markets firmed up in July as slower FII outflows and robust corporate earnings lifted investor spirits. But is the recent recovery sustainable or is it only a short-term bounce?

Sensex, Nifty surge 9% in a month. Will the up move sustain in August?

After frontline indices rallied 9 per cent each in the last one month, analysts believe that the strong foreign inflows after nine months of relentless selling brought upswing to the markets.

It's a stock-pickers mkt; recovery to peak levels possible: Abhijit Bhave

'I strongly believe in the benefits of diversification within an asset class', said Abhijit Bhave

When will FIIs return to Indian shores?

Equity markets rallied on Thursday. Now after pulling out over $30 bn from the equities since Oct 2021, FIIs may be prepping to come back to Indian shores. Find out what all is luring them back

Analysts expect FII flows to Indian equities to pick up in H2

However, analysts do caution against intermittent phases of withdrawals by FIIs given macro-economic developments across major world economies

Gold jewellery demand in India likely to dip in H2: World Gold Council

At the global level, the demand for gold (excluding OTC) was 8 per cent lower y-o-y at 948 tonnes. Combined with Q1-2022, the total demand in the first half of 2022 came in at 2,189t, up 12 per cent

Spectrum auction and outlook for telecom stocks

The telecom stocks are back in the limelight amid the spectrum auction by the government. But are they worth your hard-earned money? Let's find out

Rs 1.64-trn revival package for BSNL comes too late in the day: Analysts

The government should have merged BSNL and MTNL, and then looked at such a move, says an analyst

Monsoon woes: Is India staring at higher food price-led inflation?

However, if monsoon progress in August and is geographically more even, Nomura believes Kharif sowing could still pick up going ahead, which in turn could keep food prices and inflation under check.

Despite headwinds, Jefferies recommends buying Zomato stock. Here's why

With the sharp fall in its share price since listing, analysts at Jefferies suggest long-term investors 'buy' the stock

US Fed meeting, and will the markets see a sell-off again?

Global financial markets are waiting with bated breath for the outcome of the two-day US Federal Reserve meeting this week. Let's find out what leading analysts expect from the US central bank

Earnings growth will decide the pace of market recovery: Rajat Rajgarhia

'Now valuations have become more reasonable and trade at long-term averages. More importantly, there are palpable signs of peak inflation behind us'

Sensex at 85,000; Nifty at 25,000 by 2024? It's very much possible

However, for the markets to achieve this ambitious target, a number of variables at the fundamental level first need to fall into place to complete the jigsaw puzzle

Stocks and sectors to bet on as the US economy faces a recession

Analysts expect the US economy to enter a recession in a few months. The impact will be felt across global financial markets. Which sectors and stocks are investment-worthy amid this uncertainty?

Morgan Stanley cuts India's FY23 GDP forecast to 7.2%

It sees downside risks emanating from a weaker than expected global growth trend, supply-side-driven commodity price shock and faster than warranted tightening of financial conditions