Abhishek Jha
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Silver Lining For India? Global Fund Managers Turn Overweight On Emerging Market Stocks
Amid rising stagflation fears and a broad retreat from global equities, the latest Bank of America survey reveals that deep-pocketed investors remain heavily overweight on emerging market assets.
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Trump Vs The Pope: From Deportations To Iran War — A Timeline Of The Feud
The President of the United States has launched another salvo at the Pope on Truth Social as relations between Washington and Rome reach a historic nadir.
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Iran War Impact: Brent At $96 But Why India Still Can't Afford To Relax
The Greed And Fear note by Jefferies notes that geopolitical relief has calmed markets, but the underlying risks for India remain far from resolved.
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Bull Market Coming: Morgan Stanley's Sensex Target At 95,000 by Dec 2026, A 22% Upside
The brokerage firm has called the Indian markets a "once-in-a-decade" buy, with markets yet to catch up with the earnings cycle and the Sensex trading at its cheapest in gold terms.
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Q4 Results Season: How To Read Earnings Of A Company — A Simple Five-Point Guide
For retail investors, the challenge during a result season is separating lasting signals from short-term noise. Here is a simple five-point framework to help.
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US Court Allows Adani Group To Seek Dismissal Of SEC Case — Argument Details Inside
US Court grants premotion hearing as Adani moves to throw out US regulator's case, arguing lack of jurisdiction and no domestic securities transaction
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RBI MPC Key Highlights: Rates, Stance Unchanged But A Warning On Inflation
The RBI MPC has kept policy rates steady, upgraded GDP forecast but also saised the inflation expectations amidst geopolitical uncertainity.
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India After Iran-US Conflict De-Escalation: 'Tactical Gains, No Strategic Windfall', Says Bernstein
Brokerage says easing geopolitical tensions offer shortterm relief for markets, but India's policy, earnings and valuation challenges remain unchanged.
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Iran War Ceasefire: Market Expert Ajay Bagga Suggests 'SIPs Safest Play'
Ajay Bagga, Richard Harris and James Dorsey tell NDTV Profit easing Iran war anxiety but lingering uncertainty keeps SIPs the safest play as markets eye green.
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Hindalco Upgraded To 'Overweight' By JPMorgan, Courtesy High Aluminium Prices — Check Target Price
The brokerage has upgraded stocks of aluminium giants to 'overweight' from neutral earlier due to substantial earnings growth from higher aluminium prices.
