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Source: Live Mint The relationship between the Indian and US stock markets has evolved significantly, reflecting the distinct economic landscapes and market dynamics of each country. Recently the rolling 1years correlation equation of India to the US stock market has reduced to 0.10 after peaking at 0.96 in Sept 2024. Over the past six months…
Source: Live Mint Following the reversal of reciprocal tariff measures, the domestic equity market staged a sharp recovery, gaining 14% within just two weeks. Amid the global sell-off, India demonstrated relative resilience, making the rebound more robust and presenting an opportunity for investors to pare down their positions as global & domestic market continue to…
Source: Live Mint Donald Trump described April 2, 2025—the day reciprocal tariffs were introduced—as the most significant economic liberation day in U.S. history. However, this move was widely perceived both domestically and globally as a regressive step, marking a blow to the international trade system. Since the post-World War II era, international trade has expanded…
Source: Live Mint The U.S. tariff disruption to the world has intensified. Following the imposition of an additional 10% tariff on Chinese imports in February, the rate was further increased by another 10% in March. Consequently, the average U.S. tariff on Chinese goods could reach 39%, marking a steady rise over the past eight years….
Source: Live Mint It was widely expected that domestic inflows in India would play a more significant role than foreign investments, and this has indeed come to fruition. Over the past three to four years, domestic investments have grown at a faster pace than FIIs, driven by a strengthened financial culture. Today, equities have emerged…
Source: Live Mint Over the past 4 to 5 months, the domestic equity market has remained bearish, following a sell-on-rally pattern. However, in the last two trading weeks, market movements in India have shown signs of improvement. Since this shift is still in its early stages, it is too soon to determine whether the trend…
Source: Live Mint The year 2025 will have to face multiple challenges, including elevated valuations, reduced liquidity, and slower earnings growth. However, the stock market remains a viable investment opportunity, underpinned by the robust performance of the economy. Both the world & domestic economies are expected to do well in 2025 with no signs of…
Source: Live Mint The Indian stock market has recently demonstrated remarkable resilience, exhibiting a bounce back from periods of consolidation led by uncertainty by economic slowdown and premium valuations. This recovery is a testament to the market’s inherent strength. One of the catalysts for the recent market relief has been the easing of geopolitical tensions….
Source: Live Mint The FMCG sector has been one of the poorest performers over the past 18 months. The return of Nifty FMCG, Nifty50, and Nifty500 indexes in the last 1 year is 10%, 20%, and 27%, respectively. This indicates that the FMCG sector underperformed the broader Nifty500 market by 63%.The sector’s performance worsened in…
Source: Live Mint The current week brought a new wave of challenges stemming from both international and domestic political conflicts. The Russia-Ukraine conflict intensified after U.S. Democrats approved the use of American arms against Russian territory, potentially in response to Moscow’s decision to deploy North Korean soldiers to the Ukrainian frontlines. This move appears to…
