GLOBAL EQUITY MARKETS
Oil, AI, and Uncertainty: What’s really driving global markets right now
Speaking to ET Now, Stephen Innes from SPI Asset Management described the environment as one driven not by peace, but by a temporary pause in escalation.
Beyond sneakers: Bachi Pullela’s ‘State of Joy’ bet in the footwear space
Bachi Pullela, Founder of State of Joy, discusses his transition from global manufacturing to building a consumer-facing brand rooted in Indian identity and “joy” as a cultural philosophy.
It's not just war that brought rupee down, it needs better support
The West Asia conflict has accelerated INR depreciation, necessitating a rethink of India's economic fundamentals. Short-term measures include raising domestic interest rates and equalizing onshore tax regulations for asset classes. Longer-term, building world-class universities, encouraging local tourism, and potentially redesigning the INR symbol are proposed to foster resilience and economic growth.
India to attract major share of EQT's $15.6-billion Asia fund: EQT India head
EQT expects India to remain a top capital destination in its new Asia fund, with roughly one-third allocation historically. The firm sees strong buyout opportunities driven by promoter exits, especially in healthcare and services. With co-investments boosting capital, EQT targets high returns, backed by India’s growth and expanding control deal pipeline.
Sensex jumps 1,300 points in three days ahead of Iran war ceasefire expiry: 4 key factors
Indian benchmark indices Sensex and Nifty surged nearly 1% on Tuesday, extending gains for a third consecutive session. Cooling oil prices, hopes of Iran-US peace talks, and a global market rally fueled the optimism. Trent shares led the gains, while broader markets also saw positive movement.
EQT raises $15.6 billion for Asia buyout fund BPEA IX
Swedish private equity giant EQT has successfully raised $15.6 billion for its Asia-focused buyout fund, EQT BPEA IX, exceeding its target. This oversubscribed fund, backed by a diverse global investor base, will target leading companies in technology, healthcare, and industrial sectors. EQT's strong track record in Asia, including significant Indian assets, underpins this substantial capital raise.
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Markets look past conflict as investors bet on long-term growth: Ed Yardeni
Global equity markets are navigating uncertainty, with investor sentiment suggesting the worst of the sell-off may be over. Market participants are increasingly focused on long-term opportunities, particularly in technology, as geopolitical tensions unfold. While oil prices are expected to remain elevated, they are not seen as prohibitively high for the global economy.
Rupee falls 16 paise to 93.32 against US dollar in early trade
The rupee fell 16 paise to 93.32 against the US dollar in early trade as the American currency strengthened and the Reserve Bank eased speculative betting restrictions. Positive domestic equity markets and foreign fund inflows offered some support, despite West Asia peace agreement uncertainties.
ETMarkets Smart Talk | Financials, industrials, healthcare top picks for FY27: Nimesh Chandan
Despite geopolitical tensions and rising oil prices, Nimesh Chandan of Bajaj Finserv AMC believes India's structural economic story remains intact. Current market corrections offer opportunities for long-term investors, with Financials, Industrials, and Healthcare identified as key sectors poised for growth.
Bain Capital sole contender for Vitabiotics buy
Bain Capital has emerged as the frontrunner to acquire Vitabiotics, as rival bidders TPG Capital and EQT exit the process, potentially lowering the company’s expected £900 million valuation. Founded in 1971, Vitabiotics is the UK’s largest multivitamin firm and operates across key markets including India and China. Its India arm contributes about 20% of total revenue.
The Gold Edge: ETF net inflows up 4.5x in FY26
Gold ETFs witnessed a record surge in net inflows of ₹68,867 crore in FY26, driven by geopolitical risks and stock market volatility. This exceptional growth, a 364% year-on-year jump, saw gold ETFs capture nearly 10% of total mutual fund inflows, significantly outperforming other categories like equity and debt.
Why is the US stock market crashing today and Dow Jones, S&P 500, Nasdaq down? Dow falls more than 130 points while S&P 500, Nasdaq also negative
Why is the US stock market crashing today? Dow drops 130+ points as S&P 500 and Nasdaq turn negative. The US stock market crash today is shaking investors as the Dow Jones Industrial Average drops over 130 points. The S&P 500 falls 0.41%. The Nasdaq Composite slides 0.71%. This pullback comes right after record highs last week. Markets react fast to rising oil prices and fresh tension near the Strait of Hormuz. Crude jumps nearly 5%, lifting inflation fears again. Investors now shift to caution mode. Tech stocks lead the fall. Bond yields edge higher. The US stock market crash today reflects global risk, not weak earnings. Traders watch policy signals and geopolitics closely.
FIIs bought 120 Indian stocks in Q4 amid Rs 1.3 lakh crore exodus. What's special about them?
Despite a significant Rs 1.3 lakh cr exodus in Q4, Foreign Institutional Investors selectively increased stakes in 120 Indian stocks. These companies are linked to domestic growth, balance sheet strength or niche industry leadership, indicating continued capital deployment in specific attractive pockets.
Mixed geopolitical signals making market moves hard to decode: Seth R Freeman
Global equity markets, led by the US, have recovered strongly, reaching new highs despite ongoing geopolitical tensions. However, volatile oil prices, influenced by conflicting US-Iran relations, are a major concern, impacting the global economy and investor sentiment. This uncertainty makes market navigation difficult, with potential effects on food prices.
Global Markets: Uncertain global outlook keeps investors balancing risk and opportunity
Markets start the week on a positive note as Donald Trump signals possible easing of the Iran conflict, supporting global equities. However, optimism is tempered by concerns over sticky inflation, mixed economic data, and policy uncertainty. Investors are closely watching the April 21 hearing of Kevin Warsh, with shifting expectations now pointing to fewer or no rate cuts this year.
US Stock Market: Global investors pivot back to US market amid strong earnings and easing tensions
A US–Iran ceasefire and strong early earnings have reignited global investor appetite for S&P 500 and broader U.S. equities. As geopolitical tensions ease, Reuters data shows billions flowing back into American stocks, driven by economic resilience, robust corporate results, and renewed confidence in the dominance of TINA-style investing.
MF Tracker: After a strong 7 year run, can this international fund maintain momentum?
Motilal Oswal Nasdaq 100 FOF has delivered exceptional returns, outperforming equity mutual funds over seven years, driven by US tech giants and a weakening rupee. However, experts caution against chasing sector-specific rallies, advocating for diversified domestic equity exposure for long-term wealth creation.
Investors pile into US stocks as 'TINA' revival knocks 'TIARA' trades
A U.S.-Iran ceasefire has revived "TINA" trades, boosting U.S. equities to record highs as investors favor the world's largest economy. Despite previous outflows, global investors have poured billions into U.S. stocks, driven by peace hopes, strong earnings growth, and relative insulation from energy shocks. The S&P 500 now surpasses pre-war levels, signaling a robust U.S. economic outlook.
GIFT City vs Dubai vs Singapore: What you need to know while choosing your investment hub
Indian wealth is increasingly seeking global anchors, with GIFT City, Dubai's DIFC, and Singapore emerging as key contenders. Each hub offers distinct advantages in access, tax efficiency, and regulatory comfort, catering to different investor profiles from first-generation entrepreneurs to established family offices.
Where’s the Indian mutual fund sector going ahead? 6 big trends to watch out for
Mutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, while large caps lose share. SIP inflows hit record highs, reinforcing steady participation. Despite regulatory hurdles, overseas funds recover, reflecting evolving allocation strategies and risk appetite.
Akshaya Tritiya: Tapan Patel on why you shouldn't let the recent dip in gold scare you
Gold prices are experiencing a cyclical reset, not a structural shift. This presents a strategic opportunity for Indian investors to buy gold. Akshaya Tritiya is an auspicious time to invest in gold ETFs, Digi Gold, or multi-asset funds. Central banks may resume gold buying. A 15-20% allocation to gold and silver is recommended for long-term investment amid global uncertainties.
GIFT Nifty jumps over 300 points after oil price crash. What to expect on Monday?
Indian markets are set for a strong opening as GIFT Nifty surged over 300 points tracking falling crude prices and easing tensions with support from Dow Jones Industrial Average strength and improving global risk sentiment
Reliance Jio IPO delayed? India's largest public offer has some good news in May
Reliance Industries is reportedly planning to file draft IPO paperwork for Jio Platforms in May, incorporating full fiscal year earnings. This revised timeline, pushed back from March due to market downturns, aims to present a more favorable investor picture. The listing could be India's largest-ever IPO.
India seen as stable global capital hub with $4.4 trillion market cap: SEBI chief
India is increasingly recognized as a stable global capital hub with its market capitalization reaching USD 4.4 trillion and a total of USD 154 billion raised through equity and debt markets in FY26, according to Securities and Exchange Board of India (SEBI) Chairman Tuhin Kanta Pandey.
The invisible hand pushing for peace?
Amidst rising hopes for peace in the Persian Gulf, financial markets exhibit a newfound optimism. Falling crude oil prices signal a shift, with speculations of renewed negotiations between the US and Iran gaining traction. Stock markets are bouncing back, reflecting these positive sentiments.
Why are gold and silver prices down today, and will precious metals continue to drop or rise again? Analysts insights, market outlook and what should investors do now
Why are gold and silver prices down today, and will precious metals continue to drop or rise again? Gold and silver fell after reaching recent highs as investors tracked possible US-Iran talks and global market movements. Oil prices stayed firm, shares moved higher, and expectations around interest rates shifted. Analysts say investors are in wait-and-see mode. The outlook now depends on negotiations, inflation expectations, and rate cut hopes that influence bullion demand and investor strategy.
HSBC Private Bank slashes India stock exposure to buy gold amid Iran war
HSBC Private Bank has cut its exposure to Indian equities, citing vulnerability to rising oil prices and global uncertainty amid the Iran conflict. The bank shifted allocations towards gold and defensive assets, reflecting caution on emerging Asia. Global peers have echoed concerns over earnings risks and stretched valuations in Indian markets.
ET Classroom: Rethinking returns in a volatile market
Equities may no longer solely drive portfolio returns due to slowing growth and high valuations. Investors should diversify across asset classes like debt, gold, and international equities to manage risk and achieve stable returns. Expectations should shift towards risk-adjusted returns, with 8-10% potentially being reasonable in the current volatile market.
Nifty set to reclaim 24,000 as US-Iran dialogue hopes lift global cues
Improving global cues on optimism around US-Iran talks are likely to push the Nifty back towards the 24,000 level, signaling a renewal of bullish momentum.
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