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From Panic to Patience: 7 investing lessons from James O’Shaughnessy for today’s turbulent markets
Amidst global market turmoil driven by inflation and geopolitical risks, veteran investor James O’Shaughnessy’s timeless principles offer a crucial guide. His framework stresses a long-term perspective, a robust process over chasing quick gains, ignoring forecasts, and unwavering discipline. Mastering behavior, not predicting the future, is key to weathering volatility and achieving lasting wealth.
TReDS tweak to ease MSME credit flow amid global pressure
Banks are set to boost credit flow to MSMEs as regulators ease onboarding for the Trade Receivables Discounting System (TReDS). This move aims to improve liquidity and working capital efficiency for small businesses facing global economic strains. Revised guidelines and government mandates further support this shift towards dynamic, cash flow-based financing, crucial for timely payments and business growth.
Hindustan Unilever to focus on regaining market share: Global CEO Fernando Fernandez
Unilever's leader, Fernando Fernandez, has placed his trust in Priya Nair, the head of India operations, as she embarks on a transformative journey to innovate the company’s offerings. Recognizing the challenges posed by rivals, the company is committed to regaining its competitive edge in India.
Ownership mandate in new Shipping Law may dampen GIFT city’s global ambitions
India is reviewing maritime laws, proposing a 51% Indian ownership rule for registered ships. This change could significantly affect ship leasing at GIFT City, a growing maritime finance hub. Experts warn this might deter global investment and disrupt existing financial structures. Competitors like Singapore and Hong Kong offer more flexible terms.
India export rice prices edge up on demand; global rates rise amid Middle East tensions
Indian rice export prices are climbing. A stronger rupee is pushing traders to increase their rates. Demand is also improving. Meanwhile, costs from the Middle East conflict are raising prices for Vietnamese and Thai rice. Vietnam's rice exports saw a significant jump in March. Thailand's prices are also up due to higher shipping and fuel expenses.
Centre in talks with Assam Petrochemicals, others to secure methanol supply for pharma amid West Asia disruptions
India is working to secure methanol for its pharmaceutical sector. Global supply chains are facing disruptions due to the West Asia crisis. Discussions are underway with Assam Petrochemicals and GNFC to ensure adequate methanol availability. Efforts are also focused on logistics and supply chains.
Info Edge shares decline 3% on Q4 business update, billings up 7% to Rs 1,057 crore
Info Edge share price dipped 3% after reporting a 7.45% rise in Q4 billings to Rs 1,057.1 crore. While recruitment and matrimony segments showed growth, real estate saw a modest increase. The education vertical, Shiksha, faced a 13% decline due to AI's impact on search referrals. The company is adapting its strategies for future growth.
Ceasefire boosts markets; experts flag oil volatility and India opportunity
Matt Orton, Chief Market Strategist, Raymond James Investment, said markets are seeing a relief-driven rebound, with investors deploying cash selectively. Oil remains a key risk due to supply disruptions and uncertainty around shipping routes. Ed Yardeni, President, Yardeni Research, expects steady policy from the Fed and sees support for global equities. Srikant Kondapalli, Professor of China Studies, JNU, warned the situation remains fluid, with implications for energy flows and trade.
Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks
Helios Mutual Fund CEO Dinshaw Irani said the fund has been actively deploying cash as Indian equities appear oversold after recent underperformance. He noted that consumption trends remain resilient for now, though prolonged global uncertainty could weigh on demand over the next few quarters. Irani remains cautious on the IT sector, warning that AI-led disruption, weaker growth expectations and margin pressures could keep valuations under strain despite recent corrections. 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.
Real estate advisory firm Savills acquires majority stake in Hotelivate
Global real estate firm Savills has acquired a majority stake in hospitality advisory firm Hotelivate, expanding its services in South Asia. This strategic move aims to capitalize on the growing branded residence market and the increasing demand for integrated advisory platforms in the region. The acquisition will allow Hotelivate to scale its operations and enhance its offerings to clients.
How transshipment shielded Adani Ports from war headwinds in March
While West Asia tensions cloud the near-term outlook, a hidden shift in global cargo routes has kept the port giant’s growth engine humming so far.
Manish Sonthalia flags 12–13% earnings reset as global shock clouds FY27 outlook
Manish Sonthalia, CIO of Emkay Investment Managers highlights opportunities in financials, defence, power and IT, while advising caution on travel and real estate amid cost pressures.