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Investors in wait-and-watch mode, but India's broad story intact: Julius Baer's Malhotra

New Delhi, May 13 -- Despite the ongoing market volatility and geopolitical uncertainties, India remains firmly at the centre of global emerging market allocations, said Rahul Malhotra, region head of... Read More


Sensex tumbles, VIX jumps as West Asia fears hammer markets

Mumbai, May 12 -- The shadow of the West Asia conflict continued to hammer Indian markets on Tuesday as escalating tensions in the region, surging crude oil prices, relentless foreign fund outflows, a... Read More


Investors return to FMCG stocks as early signs of demand recovery emerge

MUMBAI, May 11 -- Fast moving consumer goods (FMCG) stocks are staging a recovery after months of underperformance, with the Nifty FMCG index rising 7% over the past month as early signs of stabilizin... Read More


Stocks climb, but caution stays, on Iran deal hopes

Mumbai, May 7 -- Reports of a possible agreement between the US and Iran to end the conflict in West Asia sent global equity markets surging on Wednesday, with Indian markets joining the risk-on move.... Read More


Nifty, Sensex climb 1% on US-Iran deal hopes, but investors stay cautious

Mumbai, May 6 -- Reports of a possible agreement between the US and Iran to end the conflict in West Asia sent global equity markets surging on Wednesday, with Indian markets joining the risk-on move.... Read More


Aluminium up, cement down: geopolitics drives sector rotation

MUMBAI, May 4 -- Aluminium stocks are rallying while cement names are sliding as geopolitical tensions flare, underscoring a widening gap between globally linked metals and domestically driven materia... Read More


Market cap-to-GDP nears 2007 peak: expensive valuations, but not a bubble yet

Mumbai, April 30 -- India's stock market is back near levels last seen almost two decades ago, with the market cap-to-GDP ratio, or the Buffett Indicator, at 137.70% in 2025-its highest since 146.52% ... Read More


Most of the worst is already priced in, says Old Bridge MF's Kenneth Andrade

New Delhi, April 27 -- Kenneth Andrade, chief investment officer (CIO) of Old Bridge Mutual Fund and founder director of Old Bridge Capital Management, who views investing as a journey where one pays ... Read More


Lighter metal, heavier wallets: has the aluminium rally hit its melting point?

New Delhi, April 27 -- Investors who timed the metal rally well seem to have made quick gains, especially in aluminium stocks. Shares of most aluminium producers are now trading just a notch below the... Read More


Power transmission stocks rally-but are Hitachi, GE still good buys?

MUMBAI, April 20 -- As India's clean energy push accelerates, electricity is increasingly being generated far from where it is consumed-across solar parks and windy coastlines. Moving that power effic... Read More