Global Growth Slowdown: What Powell’s comments mean for India and gold
https://economictimes.indiatimes.com/markets/stocks/news/global-growth-slowdown-what-powells-comments-mean-for-india-and-gold/articleshow/123496229.cms
Fed Chair Jerome Powell’s comments on labour risks signal scope for a September rate cut, lifting gold while pressuring the dollar. Economist Anurag Singh says India remains resilient, driven by domestic consumption and jobs, with limited dependence on slowing global growth.
https://economictimes.indiatimes.com/markets/stocks/news/global-growth-slowdown-what-powells-comments-mean-for-india-and-gold/articleshow/123496229.cms
Fed Chair Jerome Powell’s comments on labour risks signal scope for a September rate cut, lifting gold while pressuring the dollar. Economist Anurag Singh says India remains resilient, driven by domestic consumption and jobs, with limited dependence on slowing global growth.
August 27 countdown begins: Will Trump drop the final 25% tariff bomb on India?
https://economictimes.indiatimes.com/markets/stocks/news/august-27-countdown-begins-will-trump-drop-the-final-25-tariff-bomb-on-india/articleshow/123496356.cms
Indian markets face uncertainty ahead of the Aug 27 deadline, as Trump’s proposed 25% additional tariff on Indian goods could double duties to 50%. A Nomura survey shows investors see low odds of it being enforced, but India’s stance on Russian oil raises the risk.
https://economictimes.indiatimes.com/markets/stocks/news/august-27-countdown-begins-will-trump-drop-the-final-25-tariff-bomb-on-india/articleshow/123496356.cms
Indian markets face uncertainty ahead of the Aug 27 deadline, as Trump’s proposed 25% additional tariff on Indian goods could double duties to 50%. A Nomura survey shows investors see low odds of it being enforced, but India’s stance on Russian oil raises the risk.
Cohance Lifesciences and other pharma stocks jump up to 5% after Jefferies initiates Buy recommendation
https://economictimes.indiatimes.com/markets/stocks/news/cohance-lifesciences-and-other-pharma-stocks-jump-up-to-5-after-jefferies-initiates-buy-recommendation/articleshow/123496810.cms
Cohance Lifesciences, Divi’s Laboratories, and SAI Life Sciences rallied after Jefferies initiated coverage with ‘Buy’ ratings, citing strong growth prospects in India’s CRDMO sector. The brokerage sees a high-teen revenue CAGR, led by China+1 diversification, pipeline visibility, and demand for diabetes and weight-loss therapies.
https://economictimes.indiatimes.com/markets/stocks/news/cohance-lifesciences-and-other-pharma-stocks-jump-up-to-5-after-jefferies-initiates-buy-recommendation/articleshow/123496810.cms
Cohance Lifesciences, Divi’s Laboratories, and SAI Life Sciences rallied after Jefferies initiated coverage with ‘Buy’ ratings, citing strong growth prospects in India’s CRDMO sector. The brokerage sees a high-teen revenue CAGR, led by China+1 diversification, pipeline visibility, and demand for diabetes and weight-loss therapies.
FIIs cut stakes in 12 large-cap stocks over two straight quarters; stocks tumble
https://economictimes.indiatimes.com/markets/stocks/news/fiis-cut-stakes-in-12-large-cap-stocks-over-two-straight-quarters-stocks-tumble/slideshow/123497073.cms
FIIs cut stakes in 45 large-caps across March and June 2025, with 12 key underperformers falling 10–52%. Their exit signals possible caution and potential trend reversal for investors.
https://economictimes.indiatimes.com/markets/stocks/news/fiis-cut-stakes-in-12-large-cap-stocks-over-two-straight-quarters-stocks-tumble/slideshow/123497073.cms
FIIs cut stakes in 45 large-caps across March and June 2025, with 12 key underperformers falling 10–52%. Their exit signals possible caution and potential trend reversal for investors.
Valuation & Liquidity: Quantum AMC’s Winning Investment Approach
https://economictimes.indiatimes.com/markets/stocks/news/valuation-liquidity-quantum-amcs-winning-investment-approach/slideshow/123497946.cms
The banking sector remains attractive despite moderation in net interest margins, supported by benign asset quality and credit growth prospects. Quantum AMC favors private banks, large-cap IT, and consumer discretionary plays, guided by a valuation-conscious strategy emphasizing liquidity and governance.
https://economictimes.indiatimes.com/markets/stocks/news/valuation-liquidity-quantum-amcs-winning-investment-approach/slideshow/123497946.cms
The banking sector remains attractive despite moderation in net interest margins, supported by benign asset quality and credit growth prospects. Quantum AMC favors private banks, large-cap IT, and consumer discretionary plays, guided by a valuation-conscious strategy emphasizing liquidity and governance.
Ethereum jumps nearly 9% in a week to $4,716; Bitcoin stays range-bound. Here's why
https://economictimes.indiatimes.com/markets/stocks/news/ethereum-jumps-nearly-9-in-a-week-to-4716-bitcoin-stays-range-bound-heres-why/articleshow/123497979.cms
Ethereum hit a four-year high above $4,920 before easing near $4,750, up 9% in a week. Bitcoin slipped from $117K to $112K after the Fed signals, sparking liquidations. Altcoins traded mixed, with Hyperliquid leading. Market cap hovered near $3.93 trillion, sentiment neutral.
https://economictimes.indiatimes.com/markets/stocks/news/ethereum-jumps-nearly-9-in-a-week-to-4716-bitcoin-stays-range-bound-heres-why/articleshow/123497979.cms
Ethereum hit a four-year high above $4,920 before easing near $4,750, up 9% in a week. Bitcoin slipped from $117K to $112K after the Fed signals, sparking liquidations. Altcoins traded mixed, with Hyperliquid leading. Market cap hovered near $3.93 trillion, sentiment neutral.
Nazara Tech shares plunge 28% in 4 days, breach brokerage target. What’s ahead?
https://economictimes.indiatimes.com/markets/stocks/news/nazara-tech-shares-plunge-28-in-4-days-breach-brokerage-target-whats-ahead/articleshow/123498023.cms
Nazara Technologies' shares plummeted, dropping 12% on Monday, following the Union Cabinet's approval of the Online Gaming Bill, 2025. The bill proposes strict regulations, potentially banning real-money gaming, impacting Nazara's stake in Moonshine Technology (PokerBaazi). ICICI Securities downgraded the stock to 'Reduce,' further fueling investor concerns.
https://economictimes.indiatimes.com/markets/stocks/news/nazara-tech-shares-plunge-28-in-4-days-breach-brokerage-target-whats-ahead/articleshow/123498023.cms
Nazara Technologies' shares plummeted, dropping 12% on Monday, following the Union Cabinet's approval of the Online Gaming Bill, 2025. The bill proposes strict regulations, potentially banning real-money gaming, impacting Nazara's stake in Moonshine Technology (PokerBaazi). ICICI Securities downgraded the stock to 'Reduce,' further fueling investor concerns.
Expert take: Vodafone Idea, Vedanta among 5 stocks to buy this week for upside up to 24%. Here's why
https://economictimes.indiatimes.com/markets/stocks/news/expert-take-vodafone-idea-vedanta-among-5-stocks-to-buy-this-week-for-upside-up-to-24-heres-why/articleshow/123498207.cms
Nifty started Monday positively, supported by GST reform updates and expectations of Fed rate cuts. Expert Anuj Gupta recommends five stocks—Vodafone Idea, Dabur India, Tata Motors, Reliance Industries, Vedanta—with potential upside of 6–24% in the short-to-medium term. Stop-loss and target levels are suggested for cautious trading.
https://economictimes.indiatimes.com/markets/stocks/news/expert-take-vodafone-idea-vedanta-among-5-stocks-to-buy-this-week-for-upside-up-to-24-heres-why/articleshow/123498207.cms
Nifty started Monday positively, supported by GST reform updates and expectations of Fed rate cuts. Expert Anuj Gupta recommends five stocks—Vodafone Idea, Dabur India, Tata Motors, Reliance Industries, Vedanta—with potential upside of 6–24% in the short-to-medium term. Stop-loss and target levels are suggested for cautious trading.
Fed rate moves could drive Wall Street rally: Peter McGuire
https://economictimes.indiatimes.com/markets/stocks/news/fed-rate-moves-could-drive-wall-street-rally-peter-mcguire/articleshow/123498310.cms
Wall Street staged a notable comeback last week, leaving investors weighing the implications of Fed policy, inflation, and labor market signals. The Nasdaq jumped nearly 2%, the S&P 500 rose 1.5%, and the Dow saw strong gains after remarks from Fed Chair Jerome Powell stirred hopes of potential rate cuts.
https://economictimes.indiatimes.com/markets/stocks/news/fed-rate-moves-could-drive-wall-street-rally-peter-mcguire/articleshow/123498310.cms
Wall Street staged a notable comeback last week, leaving investors weighing the implications of Fed policy, inflation, and labor market signals. The Nasdaq jumped nearly 2%, the S&P 500 rose 1.5%, and the Dow saw strong gains after remarks from Fed Chair Jerome Powell stirred hopes of potential rate cuts.
Shanghai stock benchmark hits new decade high, HK nears 4-year peak
https://economictimes.indiatimes.com/markets/stocks/news/shanghai-stock-benchmark-hits-new-decade-high-hk-nears-4-year-peak/articleshow/123499472.cms
China and Hong Kong stocks jumped on Monday, led by the rare earth and property sectors, extending the recent bull run as abundant liquidity continued to fuel gains.
https://economictimes.indiatimes.com/markets/stocks/news/shanghai-stock-benchmark-hits-new-decade-high-hk-nears-4-year-peak/articleshow/123499472.cms
China and Hong Kong stocks jumped on Monday, led by the rare earth and property sectors, extending the recent bull run as abundant liquidity continued to fuel gains.
Online gaming ban: How much Nikhil Kamath and Madhusudan Kela lost in Nazara shares
https://economictimes.indiatimes.com/markets/stocks/news/online-gaming-ban-how-much-nikhil-kamath-and-madhusudan-kela-lost-in-nazara-shares/articleshow/123499878.cms
Nazara Technologies’ sharp 26.6% fall wiped out over Rs 100 crore in combined mark-to-market wealth of Nikhil Kamath and Madhusudan Kela within four sessions, while Rekha Jhunjhunwala had fully exited earlier, avoiding steep losses amid regulatory concerns.
https://economictimes.indiatimes.com/markets/stocks/news/online-gaming-ban-how-much-nikhil-kamath-and-madhusudan-kela-lost-in-nazara-shares/articleshow/123499878.cms
Nazara Technologies’ sharp 26.6% fall wiped out over Rs 100 crore in combined mark-to-market wealth of Nikhil Kamath and Madhusudan Kela within four sessions, while Rekha Jhunjhunwala had fully exited earlier, avoiding steep losses amid regulatory concerns.
Stocks to Buy | Smart trading tips from Rajesh Bhosale for next few sessions
https://economictimes.indiatimes.com/markets/stocks/news/stocks-to-buy-smart-trading-tips-from-rajesh-bhosale-for-next-few-sessions/slideshow/123500265.cms
Rajesh Bhosale notes that with a truncated week and monthly expiry, the market is likely to consolidate before making any significant moves.
https://economictimes.indiatimes.com/markets/stocks/news/stocks-to-buy-smart-trading-tips-from-rajesh-bhosale-for-next-few-sessions/slideshow/123500265.cms
Rajesh Bhosale notes that with a truncated week and monthly expiry, the market is likely to consolidate before making any significant moves.
Indian REIT market shows resilience and robust growth: ICRA Analytics
https://economictimes.indiatimes.com/markets/stocks/news/indian-reit-market-shows-resilience-and-robust-growth-icra-analytics/articleshow/123500382.cms
The Indian REIT market is on a growth trajectory, driven by expanding portfolios, strong occupancy rates, and healthy WALE levels, according to ICRA Analytics. Leading office REITs — Brookfield India REIT, Embassy REIT, and Mindspace Business Parks REIT — show robust fundamentals, tenant retention, and lease stability. Rising investor confidence and supportive regulations position REITs as a compelling income-generating asset class.
https://economictimes.indiatimes.com/markets/stocks/news/indian-reit-market-shows-resilience-and-robust-growth-icra-analytics/articleshow/123500382.cms
The Indian REIT market is on a growth trajectory, driven by expanding portfolios, strong occupancy rates, and healthy WALE levels, according to ICRA Analytics. Leading office REITs — Brookfield India REIT, Embassy REIT, and Mindspace Business Parks REIT — show robust fundamentals, tenant retention, and lease stability. Rising investor confidence and supportive regulations position REITs as a compelling income-generating asset class.
BlackRock pauses fundraising for latest Asia private credit fund
https://economictimes.indiatimes.com/markets/stocks/news/blackrock-pauses-fundraising-for-latest-asia-private-credit-fund/articleshow/123500539.cms
BlackRock paused fundraising for its third Asia-Pacific private credit fund following its merger with HPS Investment Partners, adding uncertainty to its regional ambitions. This pause comes amid broader challenges, including a key investor considering stake sales due to disappointing fund performance.
https://economictimes.indiatimes.com/markets/stocks/news/blackrock-pauses-fundraising-for-latest-asia-private-credit-fund/articleshow/123500539.cms
BlackRock paused fundraising for its third Asia-Pacific private credit fund following its merger with HPS Investment Partners, adding uncertainty to its regional ambitions. This pause comes amid broader challenges, including a key investor considering stake sales due to disappointing fund performance.
Fed rate cut may not lower long-term yields significantly: Mahendra Jajoo
https://economictimes.indiatimes.com/markets/stocks/news/fed-rate-cut-may-not-lower-long-term-yields-significantly-mahendra-jajoo/articleshow/123500856.cms
Mahendra Jajoo says a Fed rate cut may not lower long-term yields significantly, citing inflation, supply concerns, and cautious market sentiment. He highlights narrowing India-US bond spreads, rupee stability despite FPI outflows, and sees modest rupee appreciation likely as global and domestic factors shape markets.
https://economictimes.indiatimes.com/markets/stocks/news/fed-rate-cut-may-not-lower-long-term-yields-significantly-mahendra-jajoo/articleshow/123500856.cms
Mahendra Jajoo says a Fed rate cut may not lower long-term yields significantly, citing inflation, supply concerns, and cautious market sentiment. He highlights narrowing India-US bond spreads, rupee stability despite FPI outflows, and sees modest rupee appreciation likely as global and domestic factors shape markets.
Here are 6 midcap stocks with a strong RoE over 50%. Do you own any?
https://economictimes.indiatimes.com/markets/stocks/news/here-are-6-midcap-stocks-with-a-strong-roe-over-50-do-you-own-any/slideshow/123501049.cms
Several midcap stocks are delivering strong returns on equity above 50%, reflecting efficient management and solid business models. High RoE indicates financial health and growth potential.
https://economictimes.indiatimes.com/markets/stocks/news/here-are-6-midcap-stocks-with-a-strong-roe-over-50-do-you-own-any/slideshow/123501049.cms
Several midcap stocks are delivering strong returns on equity above 50%, reflecting efficient management and solid business models. High RoE indicates financial health and growth potential.
Market Wrap: Sensex climbs 329 points, Nifty nears 25,000 as IT stocks rally on Fed rate-cut hints
https://economictimes.indiatimes.com/markets/stocks/news/market-wrap-sensex-climbs-329-points-nifty-nears-25000-as-it-stocks-rally-on-fed-rate-cut-hints/articleshow/123501126.cms
Indian benchmark indices Sensex and Nifty closed higher Monday, lifted by IT shares after Federal Reserve Chair Jerome Powell signaled the U.S. central bank could cut interest rates as soon as next month.
https://economictimes.indiatimes.com/markets/stocks/news/market-wrap-sensex-climbs-329-points-nifty-nears-25000-as-it-stocks-rally-on-fed-rate-cut-hints/articleshow/123501126.cms
Indian benchmark indices Sensex and Nifty closed higher Monday, lifted by IT shares after Federal Reserve Chair Jerome Powell signaled the U.S. central bank could cut interest rates as soon as next month.
ET Market Watch: IT stocks lead Sensex surge; Nifty eyes 25,000
https://economictimes.indiatimes.com/markets/stocks/etmarkets-podcast/et-market-watch-it-stocks-lead-sensex-surge-nifty-eyes-25000/podcast/123505080.cms
https://economictimes.indiatimes.com/markets/stocks/etmarkets-podcast/et-market-watch-it-stocks-lead-sensex-surge-nifty-eyes-25000/podcast/123505080.cms
US stocks tick lower as Powell-led momentum cools
https://economictimes.indiatimes.com/markets/stocks/news/us-stocks-open-lower-as-powell-led-momentum-cools/articleshow/123505133.cms
Wall Street indexes edged lower on Monday as investors reacted to Federal Reserve Chair Jerome Powell's hint of a potential interest-rate cut in September. Upcoming economic data, particularly the jobs report, will be crucial in determining the Fed's decision. Several brokerages have revised their expectations, anticipating a rate cut, while traders await Nvidia's earnings and monitor tariff-related developments.
https://economictimes.indiatimes.com/markets/stocks/news/us-stocks-open-lower-as-powell-led-momentum-cools/articleshow/123505133.cms
Wall Street indexes edged lower on Monday as investors reacted to Federal Reserve Chair Jerome Powell's hint of a potential interest-rate cut in September. Upcoming economic data, particularly the jobs report, will be crucial in determining the Fed's decision. Several brokerages have revised their expectations, anticipating a rate cut, while traders await Nvidia's earnings and monitor tariff-related developments.
Market Trading Guide: IGL, Sagar Cements among 5 stock recommendations for Tuesday
https://economictimes.indiatimes.com/markets/stocks/news/market-trading-guide-igl-sagar-cements-among-5-stock-recommendations-for-tuesday/slideshow/123506363.cms
Indian benchmarks Sensex and Nifty opened the week with gains, supported by dovish remarks from US Fed Chair Powell fueling rate-cut hopes. Analysts recommend buying eClerx, Sagar Cements, IGL, Triveni Engineering, and Usha Martin for near-term upside.
https://economictimes.indiatimes.com/markets/stocks/news/market-trading-guide-igl-sagar-cements-among-5-stock-recommendations-for-tuesday/slideshow/123506363.cms
Indian benchmarks Sensex and Nifty opened the week with gains, supported by dovish remarks from US Fed Chair Powell fueling rate-cut hopes. Analysts recommend buying eClerx, Sagar Cements, IGL, Triveni Engineering, and Usha Martin for near-term upside.