Sensex falls! But these stocks are up over 10% on BSE
https://economictimes.indiatimes.com/markets/stocks/stock-watch/sensex-falls-but-these-stocks-are-up-over-10-on-bse/articleshow/120921759.cms
In the Nifty 50 index, 16 stocks were trading in the green, while 34 stocks were trading in the red.
https://economictimes.indiatimes.com/markets/stocks/stock-watch/sensex-falls-but-these-stocks-are-up-over-10-on-bse/articleshow/120921759.cms
In the Nifty 50 index, 16 stocks were trading in the green, while 34 stocks were trading in the red.
Eternal sees sharpest EPS cut among Nifty50 companies in April
https://economictimes.indiatimes.com/markets/stocks/news/eternal-sees-sharpest-eps-cut-among-nifty50-companies-in-april/articleshow/120922348.cms
April saw EPS downgrades for 70% of Nifty50 firms, led by Zomato with a 15.1% cut. IT, consumer, and auto sectors faced sharp estimate reductions. Despite strong Q4 beat-miss ratios, FY26 forecasts declined due to global headwinds and underperformance in IT, FMCG, and financials.
https://economictimes.indiatimes.com/markets/stocks/news/eternal-sees-sharpest-eps-cut-among-nifty50-companies-in-april/articleshow/120922348.cms
April saw EPS downgrades for 70% of Nifty50 firms, led by Zomato with a 15.1% cut. IT, consumer, and auto sectors faced sharp estimate reductions. Despite strong Q4 beat-miss ratios, FY26 forecasts declined due to global headwinds and underperformance in IT, FMCG, and financials.
Tale of 2 countries: Pakistan stock market down 4% post Pahalgam attack, India’s Sensex gains 1.5%
https://economictimes.indiatimes.com/markets/stocks/news/tale-of-2-countries-pakistan-stock-market-down-4-post-pahalgam-attack-indias-sensex-gains-1-5/articleshow/120922450.cms
Following the Pahalgam attack, Pakistan's KSE-100 index fell nearly 4%. Fears of military escalation rattled investors. India's Sensex rose 1.5%, defying regional risks. Moody's warned of economic strain on Pakistan. India suspended the Indus Waters Treaty. Foreign investors remained confident in India. Tensions between the two countries remain high. The historical context shows Indian markets have weathered such tensions.
https://economictimes.indiatimes.com/markets/stocks/news/tale-of-2-countries-pakistan-stock-market-down-4-post-pahalgam-attack-indias-sensex-gains-1-5/articleshow/120922450.cms
Following the Pahalgam attack, Pakistan's KSE-100 index fell nearly 4%. Fears of military escalation rattled investors. India's Sensex rose 1.5%, defying regional risks. Moody's warned of economic strain on Pakistan. India suspended the Indus Waters Treaty. Foreign investors remained confident in India. Tensions between the two countries remain high. The historical context shows Indian markets have weathered such tensions.
Ray Dalio, who warned of 2008 market crash, fears ‘something worse’ than recession amid Trump tariffs
https://economictimes.indiatimes.com/markets/stocks/news/ray-dalio-who-warned-of-2008-market-crash-fears-something-worse-than-recession-amid-trump-tariffs/articleshow/120922693.cms
Ray Dalio, who predicted the 2008 financial crisis, warns the U.S. faces economic peril worse than a recession. He attributes this to rising debt, political instability, and Trump's tariffs, which disrupt the global order. Dalio urges fiscal discipline to avert a potential collapse of the dollar and increased global tensions, drawing parallels to the instability of the 1930s.
https://economictimes.indiatimes.com/markets/stocks/news/ray-dalio-who-warned-of-2008-market-crash-fears-something-worse-than-recession-amid-trump-tariffs/articleshow/120922693.cms
Ray Dalio, who predicted the 2008 financial crisis, warns the U.S. faces economic peril worse than a recession. He attributes this to rising debt, political instability, and Trump's tariffs, which disrupt the global order. Dalio urges fiscal discipline to avert a potential collapse of the dollar and increased global tensions, drawing parallels to the instability of the 1930s.
Trump’s tariffs, Powell’s pause: The Fed’s inflation dilemma
https://economictimes.indiatimes.com/markets/stocks/news/trumps-tariffs-powells-pause-the-feds-inflation-dilemma/slideshow/120923441.cms
The Federal Reserve is expected to hold interest rates steady amid political pressure, stubborn inflation, and tariff-related complications. Despite calls for cuts, officials remain cautious, wary of past missteps. Fed independence faces scrutiny as inflation persists, rate cuts stay delayed, and public criticism—including from Elon Musk—intensifies.
https://economictimes.indiatimes.com/markets/stocks/news/trumps-tariffs-powells-pause-the-feds-inflation-dilemma/slideshow/120923441.cms
The Federal Reserve is expected to hold interest rates steady amid political pressure, stubborn inflation, and tariff-related complications. Despite calls for cuts, officials remain cautious, wary of past missteps. Fed independence faces scrutiny as inflation persists, rate cuts stay delayed, and public criticism—including from Elon Musk—intensifies.
Beyond Tariffs: How US plans to win the global game
https://economictimes.indiatimes.com/markets/stocks/news/beyond-tariffs-how-us-plans-to-win-the-global-game/slideshow/120924031.cms
The Trump administration’s trade strategy combines high tariffs with pressure on non-tariff issues like currency policies, product standards, and VAT systems. While framed as promoting fair trade, experts suggest it aims to shift global production to the U.S. Political resistance abroad may hinder meaningful progress on these complex demands.
https://economictimes.indiatimes.com/markets/stocks/news/beyond-tariffs-how-us-plans-to-win-the-global-game/slideshow/120924031.cms
The Trump administration’s trade strategy combines high tariffs with pressure on non-tariff issues like currency policies, product standards, and VAT systems. While framed as promoting fair trade, experts suggest it aims to shift global production to the U.S. Political resistance abroad may hinder meaningful progress on these complex demands.
Tariffs, History, and Diplomacy: Japan’s role in the US-China trade saga
https://economictimes.indiatimes.com/markets/stocks/news/tariffs-history-and-diplomacy-japans-role-in-the-us-china-trade-saga/slideshow/120924789.cms
https://economictimes.indiatimes.com/markets/stocks/news/tariffs-history-and-diplomacy-japans-role-in-the-us-china-trade-saga/slideshow/120924789.cms
Nvidia Stock Crash: 5-Year Return 1500%, But Should You Buy Now?
https://economictimes.indiatimes.com/markets/stocks/news/nvidia-stock-crash-5-year-return-1500-but-should-you-buy-now/videoshow/120923963.cms
https://economictimes.indiatimes.com/markets/stocks/news/nvidia-stock-crash-5-year-return-1500-but-should-you-buy-now/videoshow/120923963.cms
Union Bank shares fall 4% after Rs 7.25 crore book purchase sparks controversy
https://economictimes.indiatimes.com/markets/stocks/news/union-bank-shares-fall-4-after-rs-7-25-crore-book-purchase-sparks-controversy/articleshow/120923999.cms
Union Bank of India's shares declined following scrutiny over its pre-publication purchase of Krishnamurthy Subramanian's book, 'India@100,' for Rs 7.25 crore. Internal documents revealed bulk orders distributed across various institutions, raising concerns about procedural lapses. An internal investigation and employee union demands highlight the controversy surrounding the expenditure and potential impropriety.
https://economictimes.indiatimes.com/markets/stocks/news/union-bank-shares-fall-4-after-rs-7-25-crore-book-purchase-sparks-controversy/articleshow/120923999.cms
Union Bank of India's shares declined following scrutiny over its pre-publication purchase of Krishnamurthy Subramanian's book, 'India@100,' for Rs 7.25 crore. Internal documents revealed bulk orders distributed across various institutions, raising concerns about procedural lapses. An internal investigation and employee union demands highlight the controversy surrounding the expenditure and potential impropriety.
The yield curve is dead, long live customized duration
https://economictimes.indiatimes.com/markets/stocks/news/the-yield-curve-is-dead-long-live-customized-duration/articleshow/120924345.cms
Traditional yield curve strategies are becoming obsolete amid global volatility. Investors must now adopt tailored approaches like bond laddering, hold-to-maturity tactics, and mid-grade corporate exposure. As curves invert or flatten unpredictably, duration management requires personalization over outdated heuristics to ensure resilience in evolving fixed-income landscapes.
https://economictimes.indiatimes.com/markets/stocks/news/the-yield-curve-is-dead-long-live-customized-duration/articleshow/120924345.cms
Traditional yield curve strategies are becoming obsolete amid global volatility. Investors must now adopt tailored approaches like bond laddering, hold-to-maturity tactics, and mid-grade corporate exposure. As curves invert or flatten unpredictably, duration management requires personalization over outdated heuristics to ensure resilience in evolving fixed-income landscapes.
European shares hold ground as investors assess earnings; focus on Fed, tariff updates
https://economictimes.indiatimes.com/markets/stocks/news/european-shares-hold-ground-as-investors-assess-earnings-focus-on-fed-tariff-updates/articleshow/120925078.cms
European shares were little changed on Tuesday as investors assessed a spate of corporate earnings and monitored potential tariff moves, while awaiting the U.S. Federal Reserve's monetary policy decision later this week.
https://economictimes.indiatimes.com/markets/stocks/news/european-shares-hold-ground-as-investors-assess-earnings-focus-on-fed-tariff-updates/articleshow/120925078.cms
European shares were little changed on Tuesday as investors assessed a spate of corporate earnings and monitored potential tariff moves, while awaiting the U.S. Federal Reserve's monetary policy decision later this week.
Polycab Q4 Results: Profit jumps 33% YoY to Rs 727 crore, recommends final dividend of Rs 35/sh
https://economictimes.indiatimes.com/markets/stocks/earnings/polycab-q4-results-profit-jumps-33-yoy-to-rs-727-crore-board-recommends-final-dividend-of-rs-35-per-share/articleshow/120925180.cms
Polycab Limited announces a strong Q4 performance. The company's profit after tax rises to ₹727 crore. Revenue from operations increases by 25% to ₹6,985.7 crore. The board recommends a final dividend of ₹35 per share. Wires & Cables segment shows 22% growth. FMEG business delivers 33% growth. EPC segment surges by 47%. Shares rise following the positive results.
https://economictimes.indiatimes.com/markets/stocks/earnings/polycab-q4-results-profit-jumps-33-yoy-to-rs-727-crore-board-recommends-final-dividend-of-rs-35-per-share/articleshow/120925180.cms
Polycab Limited announces a strong Q4 performance. The company's profit after tax rises to ₹727 crore. Revenue from operations increases by 25% to ₹6,985.7 crore. The board recommends a final dividend of ₹35 per share. Wires & Cables segment shows 22% growth. FMEG business delivers 33% growth. EPC segment surges by 47%. Shares rise following the positive results.
Stocks to Buy | Pankaj Pandey on earnings, risks and opportunities
https://economictimes.indiatimes.com/markets/stocks/news/stocks-to-buy-pankaj-pandey-on-earnings-risks-and-opportunities/slideshow/120926966.cms
Despite short-term volatility from geopolitical tensions, the outlook remains positive as FII selling in banks and oil & gas appears to have subsided.
https://economictimes.indiatimes.com/markets/stocks/news/stocks-to-buy-pankaj-pandey-on-earnings-risks-and-opportunities/slideshow/120926966.cms
Despite short-term volatility from geopolitical tensions, the outlook remains positive as FII selling in banks and oil & gas appears to have subsided.
Gensol Engineering shares in free-fall for 18th day, hit lower circuit limit
https://economictimes.indiatimes.com/markets/stocks/news/gensol-engineering-shares-in-free-fall-for-18th-day-hit-lower-circuit-limit/articleshow/120927550.cms
Shares of crisis-hit Gensol Engineering were beaten down for the 18th straight day on Tuesday and hit a fresh lower circuit limit. The stock tanked 4.99 per cent to Rs 66.97 -- the lowest trading permissible limit for the day as also a 52-week low -- on the BSE.
https://economictimes.indiatimes.com/markets/stocks/news/gensol-engineering-shares-in-free-fall-for-18th-day-hit-lower-circuit-limit/articleshow/120927550.cms
Shares of crisis-hit Gensol Engineering were beaten down for the 18th straight day on Tuesday and hit a fresh lower circuit limit. The stock tanked 4.99 per cent to Rs 66.97 -- the lowest trading permissible limit for the day as also a 52-week low -- on the BSE.
Bank of Baroda Q4 Results: PAT rises 3% YoY to Rs 5,048 crore; Rs 8.35/share dividend declared
https://economictimes.indiatimes.com/markets/stocks/earnings/bank-of-baroda-q4-results-pat-rises-3-yoy-to-rs-5048-crore-rs-8-35/share-dividend-declared/articleshow/120927568.cms
Bank of Baroda's Q4FY25 net profit increased by 3.3% YoY to Rs 5,048 crore, accompanied by a dividend announcement of Rs 8.35 per share. While interest income rose, net interest income declined by 6.6%. The bank saw improvement in asset quality with reduced GNPA and NNPA, alongside a 10.3% growth in total deposits.
https://economictimes.indiatimes.com/markets/stocks/earnings/bank-of-baroda-q4-results-pat-rises-3-yoy-to-rs-5048-crore-rs-8-35/share-dividend-declared/articleshow/120927568.cms
Bank of Baroda's Q4FY25 net profit increased by 3.3% YoY to Rs 5,048 crore, accompanied by a dividend announcement of Rs 8.35 per share. While interest income rose, net interest income declined by 6.6%. The bank saw improvement in asset quality with reduced GNPA and NNPA, alongside a 10.3% growth in total deposits.
Bharti Airtel, Ceat among 4 large and smallcap stocks that hit 52-week highs on Tuesday
https://economictimes.indiatimes.com/markets/stocks/news/bharti-airtel-ceat-among-4-large-and-smallcap-stocks-that-hit-52-week-highs-on-tuesday/slideshow/120928200.cms
Despite market weakness, Aegis Logistics, Trent, Cochin Shipyard, and CG Power from the Nifty500 hit fresh 52-week highs on Tuesday.
https://economictimes.indiatimes.com/markets/stocks/news/bharti-airtel-ceat-among-4-large-and-smallcap-stocks-that-hit-52-week-highs-on-tuesday/slideshow/120928200.cms
Despite market weakness, Aegis Logistics, Trent, Cochin Shipyard, and CG Power from the Nifty500 hit fresh 52-week highs on Tuesday.
Navigating Uncertainty: Rushabh Sheth’s long-term strategy for Indian equities
https://economictimes.indiatimes.com/markets/stocks/news/navigating-uncertainty-rushabh-sheths-long-term-strategy-for-indian-equities/slideshow/120928637.cms
Rushabh Sheth notes global volatility and a subdued Indian market outlook for early FY26. He advises selective investing, focusing on mid- and small-caps, digital payments, and life insurance. A cautious, opportunity-driven approach is key amid uncertainty.
https://economictimes.indiatimes.com/markets/stocks/news/navigating-uncertainty-rushabh-sheths-long-term-strategy-for-indian-equities/slideshow/120928637.cms
Rushabh Sheth notes global volatility and a subdued Indian market outlook for early FY26. He advises selective investing, focusing on mid- and small-caps, digital payments, and life insurance. A cautious, opportunity-driven approach is key amid uncertainty.
Bank of Baroda shares slide 8% after NIM pressure dents Q4 earnings
https://economictimes.indiatimes.com/markets/stocks/news/bank-of-baroda-shares-slide-8-after-nim-pressure-dents-q4-earnings/articleshow/120928423.cms
Bank of Baroda's shares plummeted 8.1% following its Q4FY25 results, which revealed a 3.3% increase in net profit to Rs 5,048 crore. However, a 6.6% drop in net interest income to Rs 11,020 crore due to margin pressures overshadowed the positive aspects. Despite improved asset quality, increased provisions and the NII decline triggered investor concern.
https://economictimes.indiatimes.com/markets/stocks/news/bank-of-baroda-shares-slide-8-after-nim-pressure-dents-q4-earnings/articleshow/120928423.cms
Bank of Baroda's shares plummeted 8.1% following its Q4FY25 results, which revealed a 3.3% increase in net profit to Rs 5,048 crore. However, a 6.6% drop in net interest income to Rs 11,020 crore due to margin pressures overshadowed the positive aspects. Despite improved asset quality, increased provisions and the NII decline triggered investor concern.
Trent on path to expand presence beyond metros, revival in SSSG will be crucial
https://economictimes.indiatimes.com/markets/stocks/news/trent-on-path-to-expand-presence-beyond-metros-revival-in-sssg-will-be-crucial/articleshow/120928440.cms
Trent's March quarter net profit declined due to Zudio's expansion and lower same-store sales growth. Margins contracted from higher discounts and Zudio's revenue share, despite robust store additions. Analysts maintain a 'BUY' rating, projecting strong revenue and profit growth, supported by new categories and cost control, despite moderated SSSG.
https://economictimes.indiatimes.com/markets/stocks/news/trent-on-path-to-expand-presence-beyond-metros-revival-in-sssg-will-be-crucial/articleshow/120928440.cms
Trent's March quarter net profit declined due to Zudio's expansion and lower same-store sales growth. Margins contracted from higher discounts and Zudio's revenue share, despite robust store additions. Analysts maintain a 'BUY' rating, projecting strong revenue and profit growth, supported by new categories and cost control, despite moderated SSSG.
Adani Energy Solutions Q4 Results: PAT surges 78% YoY to Rs 647 crore, revenue jumps 35%
https://economictimes.indiatimes.com/markets/stocks/earnings/adani-energy-solutions-q4-results-pat-surges-78-yoy-to-rs-647-crore-revenue-jumps-35/articleshow/120928481.cms
Adani Energy Solutions Q4 Results: Total expenses during the January-March 2025 period jumped 24% YoY to Rs 5412 crore.
https://economictimes.indiatimes.com/markets/stocks/earnings/adani-energy-solutions-q4-results-pat-surges-78-yoy-to-rs-647-crore-revenue-jumps-35/articleshow/120928481.cms
Adani Energy Solutions Q4 Results: Total expenses during the January-March 2025 period jumped 24% YoY to Rs 5412 crore.