As Wall Street rides an AI boom and cooling oil prices calm macro fears, Nifty shifts to a stock-picker's market amid battling FII and DII flows.
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As Wall Street rides an AI boom and cooling oil prices calm macro fears, Nifty shifts to a stock-picker's market amid battling FII and DII flows.
Equity markets will see a tug-of-war this week, as traders will balance Iran conflict anxiety with the release of blockbuster earnings.
Markets are not moral instruments. They do not price human suffering; they price cash flows, discount rates and positioning.
It may pay to be selective. There is a possibility that AI led efficiencies may lead companies to compete on pricing with clients, in order to bag orders, which might be topline dilutive - even if margins hold out.
For many in the global financial world, Mark Mobius was the pioneer of emerging markets investing.
HDFC Bank stock has fallen nearly 20% from its highs and currently trades at around 1.7 to 1.8 times price-to-book.
One of the most prolonged declines occurred between October 14, 2021 and June 17, 2022. During this period, the Nifty fell from 18,338.55 to 15,293.5, marking a 16.6% correction that unfolded over 246 days.
Anish Shah dismissed the apocalyptic predictions for the sector even as Tech Mahindra has wiped off Rs 1.8 lakh crore in market cap this month.
After a year of tariffs, FII outflows and stalled momentum, something is shifting for Indian equities. Trade clarity, relative positioning and sentiment are aligning in ways markets have been waiting for.
Angel One's distribution segments drove significant margin improvement, while its digital business model enabled operating leverage.
Siddhartha Bhaiya lived and breathed stocks. His mantra was creating wealth for investors via equity investing, and boy, did he succeed at that!
Warren Buffett built more than a company. As he steps away from Berkshire Hathaway, his ideas on value, patience and integrity continue to shape markets — and behaviour — far beyond investing.
Some years pass. Some years redefine the path ahead. This looks like one of them.
Budget 2026 requires "out-of-the-box thinking" to defreeze gold and silver, while maintaining fiscal prudence and "yet providing for 8th Pay Commission", Nilesh Shah said.
"I believe this will be the golden decade for India and to achieve this growth, India will require significant capital investments," said Dharmesh Mehta, MD and CEO of DAM Capital Advisors.
Earnings momentum is firming up, with BSE500 PAT growth at 15.5% YoY versus 11.1% in the previous quarter.
From strong earnings posted by several listed firms to brokerages' bullish views on India, here are the key talking points of this week.
Foreign portfolio investors have resumed modest buying in October 2025 after heavy selling, while domestic flows stay robust.
Hard assets gained en masse, with gold surpassing $4,000 per ounce, silver topping the $50-per-ounce mark, aluminium crossing three-year highs, and zinc crossing the $3000-per-tonne mark.
From Trump imposing 100% tariff on pharma imports to Dalal Street's jittery week, here are the key talking points of this week.