Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Zerodha eyes foray into investment banking
India's leading retail broker, Zerodha, is making a significant move into investment banking. The company has applied to Sebi for a merchant banking license through its arm, Zerodha Corporate Advisors. This strategic expansion comes as the equity capital markets show strong potential, with experts noting ample room for new players possessing robust distribution and investor networks.
Zerodha eyes foray into investment banking
India's leading retail broker, Zerodha, is making a significant move into investment banking. The company has applied to Sebi for a merchant banking license through its arm, Zerodha Corporate Advisors. This strategic expansion comes as the equity capital markets show strong potential, with experts noting ample room for new players possessing robust distribution and investor networks.
Q4 Results Today: Colgate Pamolive, Eicher Motors, Hindalco, Sun Pharma, NTPC Green, Ircon And More — Check Estimates
The list of companies scheduled to report Q4 results on May 22 also includes 20 Microns, 3M India, Century Plyboards (India), DAM Capital Advisors, Electronics Mart India and more.
IT growth under pressure as AI risks rise; pharma, power see support: Nikunj Doshi
Nikunj Doshi, Managing Partner & CIO-PMS at Bay Capital Investments Advisors, says IT services face growth challenges amid AI disruption and remains cautious on the sector. He prefers a bottom-up approach in pharma, citing benefits from rupee depreciation and easing US tariff risks. Doshi is also positive on power and ancillaries, driven by global investments, while staying selective on new-age tech stocks due to expensive valuations and potential post-lock-in selling.
Global capital may stick with the US despite emerging market growth: William Lee
As crude stays above $100 per barrel and disruptions in the Strait of Hormuz persist, William Lee, Chief Economist and Managing Director at Global Economic Advisors, says India and Asia are likely to face prolonged energy pressure. Despite global uncertainty, he believes capital will continue to favour the United States for stronger returns.
Fed to stay cautious on rate cuts with inflation still in focus, says William Lee
William Lee, Chief Economist and MD at Global Economic Advisors, says markets are grappling with repeated supply shocks—from Covid to wars—yet global growth, especially in the US, has remained resilient. However, rising uncertainty and energy disruptions risk diverting capital into safer assets such as treasuries, thereby hindering long-term growth. He notes political pressure in the US may push for a quicker resolution, while the Fed is likely to prioritise inflation control over rate cuts.
Volatility may persist, but this is a time to accumulate: Bay Capital
Nikunj Doshi, Managing Partner & CIO-PMS at Bay Capital Investments Advisors, says rising crude prices and global uncertainty are key risks, but markets tend to recover over time. He advises gradual accumulation during corrections, with a long-term positive view on India. He prefers domestic-focused sectors like consumption, financials, NBFCs and digital tech, while cautioning that near-term outlook remains uncertain due to potential second-order economic impacts.
In a volatile world, investors look for stability and growth, and India fits that profile: Carnelian's Swati Khemani
Swati Khemani, founder and chief executive officer of Carnelian Asset Management and Advisors, outlines how India’s structural stability and domestic-led growth make it a ‘safe haven’ for global capital amid geopolitical volatility.