BRAZIL STOCK MARKET
Sugar stocks: Short-term pain is real; has the long-term case broken? 7 stocks from the sugar-ethanol ecosystem
Though this year's ethanol tender leaves sugar out, the long-term blending roadmap still points to rising ethanol use. The move is aimed at a short-term sugar-supply problem, not at ethanol itself. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
Research: Navigating the Business Risks of Changing Pro-America Sentiment
U.S. firms increasingly operate in a marketplace where “Made in USA” is no longer a neutral provenance claim but a charged political signal. A new study analyzing 5,355 companies over twenty years found that pro-America marketing has increasingly shifted from pride-based patriotism to grievance-fueled, us‑versus‑them nationalism. While this can create upsides—new customers, loyalty, pricing power—it also exposes companies to narrative capture, boycotts, and legal scrutiny. To avoid risk, companies must examine their exposure along two axes: domestic embeddedness and symbolic intensity. Leaders must align operations and symbolism, set clear guardrails, and proactively manage meaning drift before others define their loyalties.
Brazil stock market to crash today? What Lula’s surprise victory in elections means for emerging markets, commodities
Brazil’s stock market faces a potential sharp selloff after President Luiz Inácio Lula da Silva’s surprise election victory dashed investor hopes of a change in government and fiscal policy. Analysts warn of possible circuit breakers as the real weakens and soybean futures slide, with emerging markets also watching the fallout.
Global Market Today: Asian shares slip as AI jitters deepen ahead of big tech earnings
MSCI Inc.’s Asia Pacific equities gauge fell 0.2% ahead of this season’s busiest earnings week in Asia. US equity-index futures erased earlier gains and traded little changed.
5 world market themes for the week ahead
An important week is upcoming with central banks like the Federal Reserve and European Central Bank making policy decisions. Major companies, including Alphabet, Amazon, and Microsoft, are set to report their earnings. Political events are also significant, with elections in Israel and Brazil influencing markets. China's leadership will hold discussions focused on party governance amidst external pressures.
GLP-1 boom in China, India, Brazil could create $22 billion market by 2035, J.P. Morgan says
The China-India-Brazil market for GLP-1 weight-loss drugs could expand to $22 billion by 2035 from $6.6 billion currently, J.P. Morgan estimates. Improving affordability, generic launches and wider access could drive adoption, though penetration remains low, particularly in India, where cost concerns and cultural resistance to injectable treatments remain key barriers.
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Christopher Wood swapped Nvidia for a Greek infrastructure stock. The bet is paying off
Jefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October 2025. Since then, GEK TERNA has gained 65% in US-dollar terms, compared with Nvidia’s 15%. The shift reflects Wood’s preference for infrastructure, fiscal reform and improving economic fundamentals over crowded AI trades.
India's a call-out market, but there's room to grow: Nestle
Nestle SA reports that 37% of urban households in India purchase Maggi noodles monthly. The instant noodles segment is outpacing overall food sector growth in the country. Nestle is investing in its Maggi and KitKat brands as they capture consumer preferences for convenience and diversity. Despite a revenue increase, food inflation remains a significant concern for the company. Regulatory scrutiny on Nestle India's labeling practices has also emerged recently.
Gold, global equities, largecaps, midcaps and smallcaps: Samco CEO Jimet Modi’s five-way portfolio formula
With India’s stock market caught between expensive mid- and smallcaps and largecaps that lack strong growth drivers, Samco Securities founder and CEO Jimeet Modi is recommending a deliberately balanced portfolio: 20% each in largecaps, midcaps, smallcaps, gold and global equities. He expects the market to remain range-bound for the next 10 to 12 months, with neither an immediate bull market nor a deep, panic-driven bear market.
Fed sneezes, but emerging markets aren't catching a cold yet: McGeever
Emerging markets are displaying surprising economic resilience in light of the Federal Reserve's tightening measures. Stronger fiscal fundamentals and high bond yields provide emerging market central banks with greater flexibility. Some countries are even considering rate cuts, which may not have been possible in the past. Investor sentiment is shifting towards emerging markets as they are viewed more favorably compared to developed economies.
Sugar stocks Balrampur Chini, Bajaj Sugar, others crash up to 7% as centre stops diversion to ethanol
Sugar stocks dropped in early trading following the government's directive to cease sugar diversion for ethanol production. The decision impacts major sugar companies like Balrampur Chini Mills and Bajaj Hindusthan Sugar, which experienced a decline between 2% and 7%. This directive aims to enhance domestic sugar availability amidst rising prices. The government's action follows concerns about potential production shortfalls due to insufficient rainfall.
Charting the global economy: Inflationary pressures mount in US
A broad upswing in consumer prices last month helps reinforce expectations for additional Federal Reserve interest-rate increases in the months ahead.
Indonesia stocks, rupiah tumble as MSCI weighs market downgrade
Global index provider MSCI is contemplating downgrading Indonesia's stock market to standalone status. Such a reclassification could notably diminish Indonesia's appeal to global investors and alter its presence in international indexes. This year, Indonesia's share within MSCI's emerging markets index has dwindled. A downgrade would position Indonesia as the largest economy in this standalone category, inciting uncertainty for investment funds linked to MSCI indices.
ET Evoke: ‘Shipping, moving 80% world trade, is far more volatile than stocks,’ says Harvard University's Myrto Kalouptsidi
Myrto Kalouptsidi, Harvard professor of international economics, explains how shipping disruptions at chokepoints such as Hormuz, Suez and Ukraine can sharply reduce effective fleet capacity, trigger volatile freight rates and raise goods prices. She also discusses empty ships, global trade imbalances, China’s shipbuilding dominance and climate change risks to maritime infrastructure.
Keep UPI free, govt should withdraw proposed charges: GTRI
The Global Trade Research Initiative has urged the government to withdraw the proposed UPI charges set for October 15. Introducing fees on UPI transactions may adversely affect small businesses and consumer spending. Maintaining free UPI supports broader digital payments and benefits banks and payment apps. The anticipated changes could lead to higher prices for consumers and reduced earnings for merchants.
‘Emerging Markets’ is Obsolete: India, Taiwan and South Korea no longer fit neatly in the same box
Current classifications distinguishing between emerging and developed financial markets fall short of accuracy, as illustrated by South Korea and Taiwan's advanced economic standing. Meanwhile, Bulgaria's classification as a frontier market seems contradictory to its EU affiliation and growth. Therefore, a more sophisticated framework is crucial for investors, aiming to gain insights into the intricate realities of these diverse markets.
Sugar stocks Balrampur Chini, Dhampur Sugar, others rally up to 8%. What’s behind the uptick?
Sugar stocks, including Balrampur Chini, Dhampur Sugar and EID Parry, rallied sharply on Tuesday as raw sugar futures remained near two-year highs. Rising supply concerns in Brazil, Europe and Thailand, along with stronger festive-season demand, have lifted expectations of tighter global sugar supplies and supported the recent rally.
The debate is settling, the business is moving. Time to look at a larger set? 9 sugar-ethanol ecosystem stocks for the watchlist
A new fuel programme is not an easy thing to implement. And it sparks intense debate. Ethanol, for instance, has taken over two decades to reach some scale, and it has been dogged by controversies. But the noise is now dying down as it meets targets that were said to be impossible to achieve. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.
India could see rebound in investor interest when AI-led rally slows: S Naren
Given the current market dynamics, investors are encouraged to reassess their asset allocation strategies. The evolving US AI landscape combined with heightened geopolitical tensions presents challenges to global markets. While the short-term earnings outlook is promising, the future growth trajectory will largely depend on how the US AI cycle evolves. Gold continues to be a recommended investment choice, yet caution is advised regarding international investments.
Global Market Today: Asian shares rise as Fed hike bets ease, oil gains
MSCI’s Asia Pacific equities index rose 0.4%, with Japanese shares rallying 2%. Contracts for the Nasdaq 100 rose 0.3% after the underlying gauge closed a record high on Friday and a US index of semiconductor shares rallied.
Trump’s diesel squeeze may put Indian refiners in a sweet spot, and a bind
A potential US diesel export ban could worsen an already tight global fuel market by removing about 1.2 million barrels a day of supply at a time when Middle Eastern, Russian and Chinese exports are constrained. Europe would be particularly exposed, while India could gain export opportunities for its refiners but also face higher crude and domestic fuel costs as global buyers compete for scarce diesel.
‘India’s biotech ecosystem holds tremendous promise’: Eli Lilly CEO
Eli Lilly has experienced significant growth, reaching a market capitalization over $1 trillion. The company aims to maintain its leadership in anti-obesity drugs through ongoing innovation and development. With successful trials for drugs like retatrutide and Foundayo, Lilly is expanding its product offerings. The company recognizes the importance of India as a growing market for healthcare investments and partnerships.
US 10-year yield at 24-year high rattles Nifty, rupee and bond markets. Why is India hit hard?
The US 10-year Treasury yield surged to a 24-year high, triggering a global bond sell-off and pressuring Indian equities, bonds and the rupee. Higher US borrowing costs are raising concerns over FII outflows, currency weakness, imported inflation and RBI policy. Rising crude prices are adding to the pressure on Indian markets.
Global markets defy bond turmoil as stocks stay near record highs
Global stocks remain near record highs despite rising government bond yields, geopolitical tensions, higher oil prices and concerns over AI valuations. Equities have been supported by strong earnings expectations, even as bond markets face significant stress. Investors are watching yields, currency movements, geopolitical risks and the sustainability of the AI-led rally.
Emerging market investors shun riskiest bonds as US yields soar
Emerging-market investors are pulling back from riskier bond investments amid a significant selloff in global credit markets. The recent turmoil has resulted in high yields for US Treasuries, raising concerns among money managers. With credit spreads at tight levels not seen since 2007, investors are worried about potential bond selloffs. Some analysts are trimming exposure to certain countries while favoring higher-rated credits like Indonesia and the Philippines.
In Brazil, frustration over cost of living undermines Lula's reelection bid
Kleyton Zacarioto, a butcher, expresses frustration with high food prices impacting household budgets ahead of elections. Incumbent President Lula highlights improving economic indicators like falling unemployment amidst voter dissatisfaction. Senator Flavio Bolsonaro argues that the economy has worsened, stating that families are financially strained. Lula's recent measures to boost disposable income have had little effect on voter sentiment.
ET Prime Special Series: Multibagger or IBC - Part 77: This auto ancillary wants to double revenue by FY30. Execution to decide
A business can diversify in two ways: Slowly, by building new capabilities internally; or quickly, by acquisitions. This supplier has chosen the second route. It has expanded from a mechanical-only portfolio to a multi-discipline platform, doubled its manufacturing footprint, and added more than four alliances. The opportunity is obvious: A broader product basket and new global orders. The risk is equally important. The new businesses still have to prove that growth can translate into durable returns.
Global Market: Diesel prices surge to record highs as wars squeeze global fuel supplies
Global diesel markets are facing mounting supply pressures as refinery outages, export curbs and shipping disruptions reduce availability across Europe, the US and Asia. With inventories below seasonal norms and refineries already running at high utilisation rates, further disruptions could leave fuel markets vulnerable to sharper price increases.
Global funds, same tech bet? The diversification trap Indian investors may miss
Many Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices often revolve around similar technology narratives, particularly in semiconductors. To achieve real diversification, investors must grasp the fundamental earnings drivers. Exploring Europe and Japan can unveil distinct economic pathways, offering a refreshing contrast. A thorough assessment of concentration risks and market dynamics is vital when engaging in international investments.
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