Market News
Stay updated with the latest market trends, earnings, and economic indicators.
As India grows richer, banks will have to adjust to thinner margins: Indian Bank CEO
Indian Bank's chief Binod Kumar expects interest rates to rise and net interest margins to fall as India develops. He plans to raise capital for Expected Credit Loss norms and launch a wealth management business. The bank aims for strong growth in retail and MSME loans. Consolidation could help Indian banks achieve global scale.
Jonathan Schiessl sees inflation risks in US rally, India allocations may return later
Jonathan Schiessl, Deputy Chief Investment Officer, Westminster Asset Management believes strong US earnings are continuing to drive global equity markets higher, especially semiconductor stocks, despite rising concerns around inflation and bond yields. He said India remains an attractive long-term market, but global investors are still cautious on allocations for now. Schiessl also pointed to China’s low valuations as a factor drawing investor attention amid shifting global capital flows. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Adani, Arcelor among firms setting up treasury operations in GIFT City, sources say
Major firms like Adani, Bharti Airtel, Genpact, and ZF Friedrichshafen are setting up treasury operations in India's GIFT City. This tax-neutral finance zone offers cheaper funding and lower taxes on remitting dividends. Seventeen corporate treasuries are expected to begin operations in the next three months. This move aims to rival financial hubs like Singapore and Dubai, attracting global capital management.
Mid & smallcaps offer better safety than largecaps; IT sector remains a big no: INVasset PMS
Anirudh Garg Partner & Head-Research at INVasset PMS says mid- and smallcap stocks remain relatively safer as they see lower FII selling compared to largecaps. He highlights a structural shift in India towards equity investing, supporting capital market plays. While valuations are now reasonable, growth remains the key driver. Garg is strongly bearish on IT due to slowing demand and AI disruption, while preferring capital markets, corporate-focused banks, power equipment and metals. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Dipan Mehta advises caution amid global risks; sees opportunity in Ambuja Cements
Dipan Mehta of Elixir Equities remains cautious on equities despite a recent recovery, citing risks from West Asia tensions, crude oil prices, inflation, and monsoon uncertainty. He expects the full impact to reflect in the June quarter and advises waiting for earnings clarity. He remains positive on cement, especially Ambuja Cements. Among capital market plays, he prefers MCX due to strong volumes in gold and crude, and also likes wealth firms such as Anand Rathi Wealth, 360 ONE WAM, and Nuvama for their stable annuity revenues. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Sameeksha Capital CIO flags growth uncertainty in IT sector despite valuation correction
Bhavin A Shah, Founder, CIO & CEO at Sameeksha Capital, said valuations have corrected but concerns remain around earnings visibility and global demand trends. He flagged uncertainty in the US economy, structural slowdown in IT services, and the evolving impact of AI as key risks, adding that currency moves may support near-term performance, but long-term growth remains unclear. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Oaktree’s Poli Says Bigger Price Moves in Credit Are Coming
Oaktree Capital Management’s Danielle Poli says the moment for the distressed debt shop to scoop up the asset class in droves isn’t here yet as global credit markets remain relatively resilient.
Outperforming Aditya Birla Group stock can rise another 21%, Kotak says
Aditya Birla Capital operates as a diversified financial conglomerate. Most of its value lies in its flagship diversified NBFC business, which has assets under management (AUM) of ₹1.5 lakh crore.
Inside Royal Orchid’s playbook for India’s next hotel boom
Royal Orchid Hotels, which runs brands such as Regenta Hotels and Iconiqa Hotels, is expanding through management and franchise agreements while deploying capital cautiously.
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.
Wall Street falls as financials tumble; US-Iran tensions keep oil elevated
US stocks fell as S&P 500 neared flat for 2026, led by declines in Blue Owl Capital, Blackstone, Apollo Global Management, Salesforce, Intuit, Walmart, amid US Iran tensions and rising oil prices.