Market News
Stay updated with the latest market trends, earnings, and economic indicators.
India growth story intact, AI not a bubble yet, Citi’s Aloke Gupte says
Rupee depreciation is a big factor people consider, because anyone running a global portfolio looks at returns on a dollar basis, not on an individual currency basis, and the rupee's performance impacts what you have invested, Aloke Gupte, Citigroup's co-head of global equity capital markets, said.
Citi Predicts Global IPO Super Cycle Ahead; Backs AI Infrastructure And India's Long-Term Outlook
Citi's Aloke Gupte expects global capital markets to enter an IPO super cycle as AI fuels funding demand.
Reliance traders said to game plan in case RBI raises rates
Reliance Industries' treasury department is exploring strategies to manage its cash reserves amid potential interest rate hikes by the Reserve Bank of India. Traders are considering shifting funds to short-dated money market instruments, anticipating capital gains as yield spreads are expected to narrow. The company's discussions precede an upcoming RBI rate decision, with markets anticipating potential hawkish measures.
IME Capital's Ashi Anand bets on AI-linked capital goods firms, exits IT and real estate
Ashi Anand, Founder and CEO of IME Capital, said his firm has allocated around 10% of its portfolio to companies connected to global power equipment and infrastructure supply chains serving major international manufacturers. He is also building exposure to the GLP-1 and consumer themes. Anand remains cautious on markets due to geopolitical risks, warning that prolonged disruption around the Strait of Hormuz could push oil prices higher and weigh on India's inflation and trade balance. 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.
Why are FPIs selling if India’s growth story remains strong? Citi's Sue Lee explains
Sue Lee, Head-Markets Asia South at Citi, says geopolitical tensions and the global AI investment boom are diverting capital away from India in the short term, despite the country's strong underlying fundamentals. She believes a robust IPO pipeline could help attract fresh foreign inflows and points to continued investments in manufacturing, AI data centres and Global Capability Centres (GCCs) as evidence of sustained long-term interest in India.
Sensex recovers 700 points from day’s low, Nifty rises above 23,450. 5 key factors behind market rebound
Indian stock markets staged a strong comeback, with Sensex and Nifty recovering significantly from morning lows. Falling oil prices, a strengthening rupee, and potential scrapping of capital gains tax on FPI investments in government securities boosted investor confidence. Broader markets also saw a sharp rebound, indicating positive sentiment despite recent foreign investor outflows.
'Hero will benefit if fuel efficiency is top of mind': Hero MotoCorp CEO
Hero MotoCorp reports no domestic demand slump despite global challenges. The company is aggressively expanding its operations. CEO Harshavardhan Chitale expresses confidence in India's economic resilience. Hero MotoCorp is focusing on growing segments like scooters, premium motorcycles, and electric vehicles. Significant capital expenditure is planned for capacity expansion and new product launches in domestic and international markets.
Swedencare stock rises after capital markets day update By Investing.com - Investing.com India
Swedencare stock rises after capital markets day update By Investing.comInvesting.com India
Stocks in news: Alkem Labs, Vedanta, Canara Bank, NHPC, Adani Ports
Markets closed higher on weekly expiry day despite volatility, with Nifty showing signs of recovery but facing resistance around 23,800-24,000. Key stocks like Alkem Labs, Vedanta, Canara Bank, NHPC, and Adani Ports are in focus due to significant corporate developments including block deals, ED visits, capital raising plans, oversubscribed OFS, and strong cargo volumes.
Indian stock markets decline significantly as govt proposed to raise tax on capital gains - News On AIR
Indian stock markets decline significantly as govt proposed to raise tax on capital gainsNews On AIR
Rupee may weaken towards 98 as oil and US yields pressure EMs: David Hauner of BofA Securities
David Hauner, Head-Global EM Fixed Income Strategy at BofA Securities, remains structurally bullish on emerging markets over the long term despite near-term headwinds. He expects oil prices to ease, the US dollar to weaken and capital flows to gradually return to emerging market assets next year.
Global Capital Markets Ranking Update: South Korea Overtakes India to Become World’s Sixth Largest Stock Market – Check Updated Ranking Here - The Sunday Guardian
Global Capital Markets Ranking Update: South Korea Overtakes India to Become World’s Sixth Largest Stock Market – Check Updated Ranking HereThe Sunday Guardian