COVID CASES RISE
India's investment outlook strengthens as credit, exports rebound; inflation relief likely: HSBC
India's investment outlook is improving as credit growth and corporate revenue increase, pointing towards stronger private capital spending. The report from HSBC highlights that funds to the commercial sector have risen significantly compared to previous years. Additionally, rising services exports have helped maintain a steady current account deficit in the economy. However, challenges such as weak rural demand and inflation continue to impact households and corporate margins.
Why did market rally today? Sensex ends 1,718 pts higher, Nifty reclaims 25,000 as D-Street concludes bumper week. 4 factors behind today’s gains
In a surprising turn of events on Friday, both Sensex and Nifty soared by more than 2%, contrasting with the downturn seen in global markets. This upward movement was sparked by a historic influx of share purchases by foreign investors, emphasizing their belief in India's financial potential. Mahindra & Mahindra shone bright with robust earnings information, though broader markets faced challenges.
ETMarkets Smart Talk| FDs, G-Secs or debt funds? UTI AMC's Anurag Mittal explains what works in a rising-rate cycle
In this edition of ETMarkets Smart Talk, Anurag Mittal, President & Head–Fixed Income at UTI AMC, shares his views on the changing dynamics in India’s bond market, the outlook for interest rates and bond yields, and how investors can position their fixed-income portfolios in a rising-rate cycle.
IKF Finance sets Rs 25,000 crore AUM target for 2030
The company has broadened its financial services beyond vehicle loans, which opens up new avenues for growth. With a seasoned leadership team at the helm, IKF prioritizes good governance and credit discipline.
How Jeff Bezos’ $5 million grant helped 6,000 homeless families find a safe home including a five-year-old daughter and her struggling mother
Mary's Place, a nonprofit located in Seattle, plays a crucial role in helping homeless families by providing emergency shelter and housing support. Following a generous $5 million grant received in 2020, the organization has aided thousands in securing stable homes. The ongoing demand, exacerbated by the COVID-19 pandemic, led Mary’s Place to broaden its services, including a new pilot program aimed at families with complex needs.
‘Facing ‘gerontonomia’, the West’s young opt for political extremes’
Tim Vlandas analyzes the influence of aging populations on electoral politics in advanced capitalist nations like Europe. Older voters display different policy preferences, emphasizing pensions over issues of younger demographics. Consequently, governments often allocate more resources to pension spending rather than investing in education and infrastructure. Young voters may become politically disenchanted, leading to radical shifts towards extreme parties.
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Jefferies initiates coverage on NSE with ‘Buy’; here’s why it sees fresh growth potential
Jefferies has initiated coverage on NSE with a ‘Buy’ rating and a target price of Rs 2,085, indicating over 17% upside. The brokerage expects structural growth, market leadership, diversification and new businesses to drive a 15% revenue CAGR over FY27–29 and support margin expansion.
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.
Trump deported nearly 1 million people in 18 months, but 71% of long-term immigrants had no criminal conviction, report finds
The Department of Homeland Security completed about 980,000 deportations during the first 18 months of President Donald Trump’s second term, according to a new Migration Policy Institute analysis. The report finds that 71 percent of deported immigrants who had lived in the United States for at least two years had no criminal conviction.
Europe’s last penicillin plant faces a bitter fight against China’s cheaper drugs
The Sandoz penicillin plant in Kundl, Austria, is under threat from cheaper Chinese antibiotic production. European healthcare programs benefit from the lower prices, which could jeopardize self-sufficiency. China's share of the EU penicillins market has rapidly increased in recent years. European policymakers are becoming increasingly concerned about reliance on China for essential medicines. The current dynamics highlight the significant trade challenges facing European pharmaceutical manufacturers.
Gulf returnee grows organic lemon instead of rubber in Kerala, earns nearly Rs 13 lakh during peak season
After spending decades abroad in the Gulf, Rajan Mathew returned to his roots in Kerala and embarked on a new venture: lemon farming. He transformed his family's rubber tree plantation into a vibrant lemon orchard featuring different varieties. As the pandemic fueled local demand, he began selling directly to consumers, illustrating a growing trend among Kerala farmers who are pivoting to alternative crops for improved economic viability.
Vivek Ramaswamy is taking a different approach in Ohio’s governor race as voters question his tax plans, data centre policies and vision for the state
Vivek Ramaswamy is focusing on local issues as he campaigns for Ohio governor after his presidential run. His proposed property tax reductions are raising questions about funding and service impacts in communities. Ramaswamy's campaign is also addressing concerns about data centers and their local effects. Despite Trump's endorsement, the election remains competitive, illustrating voter concerns about broader economic conditions.
Mid and small-cap stocks at 20-year high premium to large caps: Why investors may need to shift fresh money to large caps
In recent times, small and mid-cap stocks have proven to outperform their large-cap counterparts. Despite witnessing market volatility, these smaller equities have continued to attract investor attention and capital inflow. As a result, their valuation levels have surged. Analysts warn, however, that for this trend to sustain, earnings expectations must be fulfilled. Therefore, investors should consider careful portfolio adjustments in response to shifting market conditions.
Early Diwali dhamaka: With the IDBI strategic sale to Fairfax, GoI has taken a giant step in the disinvestment pathway
IDBI Bank's sale as part of a disinvestment strategy provides ₹26,000 cr to the government during economic challenges. Government of India retains a 15% stake, indicating potential future market sales. The bank's strong performance is reflected in its improved financial metrics and management stability. Discussions about privatization in the banking sector may arise despite this sale not being privatization.
Beware! Blind investing in smallcaps won’t make you money as 148 of 250 stocks tumble in 2026
More than half of the Nifty 250 stocks have delivered negative returns in 2026 despite the index gaining over 7%. Experts flag elevated valuations and persistent FII selling, stressing selective stock picking as earnings growth and performance diverge across market segments.
Diwali Sale 2026: Buying fridge, AC, or washing machine online? Here’s how to get the best deal on big appliances and save more
Online sales of big appliances are growing at 25% as the festive sales begin. The Kagan 2026 Asia-Pacific Consumer Insights survey by S&P Global Market Intelligence, conducted in June 2026 among 1,000 internet adults each in China, South Korea and India, shows that most Indian respondents still primarily make retail purchases from stores.
ET Alpha Wealth Summit 2.0: REITs can diversify portfolios, but total returns matter, says Ramesh Nair
Ramesh Nair, MD and CEO of Mindspace REIT, explains how investors should approach REITs as part of a diversified portfolio. He discusses the importance of looking beyond distribution yields and assessing total returns, occupancy, growth prospects, balance-sheet strength and interest-rate risks. Nair also weighs the impact of AI on office demand and outlines the potential for India’s REIT market to expand.
US Market: Treasury bond purchases fall below $6 billion buyback cap
The U.S. Treasury's recent expansion of its bond buyback program has raised eyebrows, as it is acquiring fewer bonds than anticipated. Current operations are accepting roughly half of the offered bonds, failing to meet set thresholds. This has led to skepticism among investors concerning the rationale behind this move, especially amid climbing yields and liquidity issues.
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.
When nothing is cheap, winners may come from any corner: 19 stocks with downside to upside potential of -28% to plus 22%
Because each pharma company took a different road, they no longer rise and fall together. Where any one of them stands in 10 years depends on what it chose in the last five or six. So, one name can do wonderfully while the one sitting next to it does very little. Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
ETMarkets Smart Talk| Rising US yields could hit expensive mid, smallcaps harder: Harish Krishnan
In an interaction with Kshitij Anand of ETMarkets, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, discusses the risks and opportunities in the broader market, why investors should not confuse momentum with quality, and why earnings, cash flows and return on capital will become increasingly important.
How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nights
Jefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing earnings gap with midcaps. The brokerage has added Kotak Mahindra Bank and Reliance Industries to its preferred portfolio.
French bond contagion fears are rattling the euro
The value of the euro has declined significantly as French borrowing costs increase. Concerns are rising among European policymakers regarding potential contagion across the euro area. The French government's proposed budget aims to reduce its high debt while facing strong political opposition. Investors are shifting from French bonds to safer German debts amid these tensions. Analysts predict that the euro may test lower thresholds if fiscal issues persist in Europe.
Federation of Indian Airlines seeks Centre's intervention for faster release of ECLGS 5.0 funds
Indian airlines have requested the Civil Aviation Ministry's assistance in securing timely credit disbursements under ECLGS 5.0. The Federation of Indian Airlines aims to alleviate the severe financial strain caused by rising fuel costs and other factors. ECLGS 5.0 provides significant financial relief to eligible airlines impacted by current global disruptions. The scheme is designed to support airlines through short-term liquidity challenges during the ongoing crisis.
Nifty rebounds after record 8-week rout, but is this a dead cat bounce investors should fear?
The Nifty rebounded around 0.6% on Monday after its longest weekly losing streak in 25 years, while the Sensex ended 473 points higher. However, after an 8-week slide that erased about 8.7%, investors remain unsure whether the gains mark a durable bottom or merely a temporary relief rally before another leg lower.
F&O Talk: 22,100 is a key Nifty support; Sudeep Shah discusses PB Fintech, Infosys, TCS strategy ahead of Q2
Analyst Sudeep Shah, Vice President and Head of Technical & Derivatives Research at SBI Securities, interacted with ETMarkets regarding the outlook for the Nifty, options data, and an index strategy for the upcoming week. The following are the edited excerpts from his chat
After Nifty’s longest losing streak in 25 years, what should investors do now?
After Nifty’s longest weekly losing streak in 25 years, analysts advise caution as the index trades below its 200-week moving average. The 22,600 level remains crucial, with further downside possible if Nifty fails to reclaim it decisively.
Will Nifty, Sensex plunge for 9th straight week? TCS Q2, RBI MPC among 4 factors to drive Dalal Street from Monday
India's stock market has faced a challenging downturn, marking eight weeks of losses, the longest in 25 years. Driving this trend are soaring oil prices and rising US bond yields. The sell-off by foreign institutional investors has intensified the downturn. As companies like TCS and DMart prepare for their Q2 earnings, investors hope for signs of resilience amidst a weaker rupee fueling their concerns.
AI earnings shield US stocks, but bond risks rise: Jefferies' Wood
US equities have largely remained strong, aided by robust earnings growth driven by the AI capital expenditure cycle. Rising bond yields and geopolitical tensions, however, are beginning to impact investor sentiment negatively. Analysts are concerned about the sustainability of the AI capex cycle and its expected returns. Additionally, there is a realization that G7 government bonds are entering a structural bear market.
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