MARKET CYCLES

Ajay Khandelwal says expecting between 5% and 7% earning growth in large-cap IT companies, but certain businesses in midcap IT will grow even more than 15% to 20%. At this point, we have allocation in our large and midcap and our multi-cap. But in t...

“These stocks have either reversed from a long-term support or made a multiyear breakout retest which make them quite safe as compared to the stocks which are witnessing a breakout which can fail if the markets correct,” said InCred’s VP, Gaurav Bis...

​Sensex I think compounds at 12% to 15%, but it will not go linearly up and there will be ups and downs, so there will be periods when the Sensex returns a lot more and then there will be a few occasions when the Sensex is not doing so well.

“It is plausible to make the interpretation that RBI MPC may well pivot before Fed starts its own cutting cycle and that was the motivation for the statement... However, we believe the reason for this emphasis was the opposite based on other stateme...

Avendus Capital CEO Holland uncertain about pre-budget rally, mentions potential capital gains tax change ahead of India's full budget presentation in July

The Australian and New Zealand dollars rose as G7 central banks started easing cycles, contrasting with steady rates at home. The Reserve Bank of New Zealand (RBNZ) is expected to maintain rates at 5.5% until November, while the Reserve Bank of Aust...

Nasdaq hits record intra-day high on tech rally, fueled by gains in Microsoft and Amazon. Investors remain cautious, weighing economic concerns against the possibility of earlier Fed rate cuts.

At a time when the market is digesting an election result which it did not expect. Questions are bound to come to about what should be done with mid-cap stocks. Is there a possibility that we might see more corrections ? The answer is yes. More than...

In fact, with the RBI dividend being significantly better than what was budgeted, I would not be surprised if in the July budget, the government chooses to bring down its FY25 fiscal deficit target from 5.1% to 4.9% because that money is there.

​Remember, we have not even yet seen a rate cycle decline as well, so those are the levers which come through late in the year from a support point of view for macro.

National elections can create market anxiety due to policy uncertainties, impacting market and economy. Understanding election results' relation to equities market performance is crucial for investors' long-term outlook.

The U.S. failed trades rate stood at 1.90% on Wednesday, stable from Friday, per DTCC. Market expected a rise to 4.1% post T+1 implementation, from 2.9%, as per ValueExchange.

The transition to faster trade settlements in the U.S. faced bumps despite a mainly smooth switch to T+1 settlement cycle from T+2, mandated by the SEC. Market participants anticipated increased trade failures and hiccups in the securities market.

The switch to the system known as T+1 — abandoned in the earlier era as volumes became unwieldy — is ultimately intended to reduce risk in the financial system.

After the pre-halving rally, the crypto market has been going through a lukewarm period. For strategic investors, this presents excellent opportunities to buy at low costs.

The crypto market anticipates a bullish cycle with the potential approval of ETH ETFs. Top cryptocurrencies like BTC are poised to reach $90K, while ETH could hit $5000. Established coins like SOL, XRP, and ADA are expected to achieve new ATHs.

Mahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the potential for earnings growth and the impact of global economic factors on India's market prospects. Nadurkar sa...

Labor market shows signs of easing as new unemployment benefit claims by Americans exceed expectations, reaching 231,000. The rise, partly due to seasonal factors, reflects adjustments post-interest rate hikes, with expectations of Federal Reserve r...

The brokerage said Deepak Nitrite is in the midst of its largest investment cycle, transitioning into India's largest, integrated phenolics producer.