MARKET EXUBERANCE
Diwali Patakha from China: The world's fireworks capital is reinventing its centuries-old industry
Liuyang in China's Hunan province is a significant hub for global fireworks production. The county supplies around 60% of the domestic fireworks market and 70% of exports. This industry has evolved to incorporate advanced technology, like digital ignition and AI. Although safety measures have improved since past catastrophic incidents, risks still exist.
Equities, debt or gold? Kalpen Parekh lays out the right asset allocation approach this Diwali
Investors should prioritize asset allocation instead of merely chasing recent gains. The ongoing market consolidation offers a chance for long-term Systematic Investment Plan (SIP) investors to buy more units at reduced prices. It's beneficial for new investors to seek advice from financial professionals to create effective investment strategies. Investing gradually in equities following market corrections is wise for steady growth.
Investors in other markets would be envious of India multiples: Rich Handler, chief executive of Jefferies
Jefferies CEO Rich Handler believes Indian equities remain reasonably valued despite the market correction and says easing long-term capital gains taxes could attract foreign investors. He sees opportunities in India's AI and data centre sectors, argues that global capital outflows reflect external pressures, and believes concerns about an AI bubble warrant a healthy pause rather than alarm.
Diwali investment picks 2026: 10 fund managers reveal promising opportunities and risks to watch
This Diwali, investment experts advise a strategic approach focused on asset allocation rather than luring high-growth stocks. Sectors like banking, financial services, and premium goods present promising opportunities. While gold should only occupy a small fraction of a diversified portfolio for risk management, short-duration debt funds gain favour as interest rates shift. Maintaining discipline and patience is essential for long-term investment success.
The AI boom may transform the economy and still destroy capital, with stranded data centres and heavy investor losses
Investments in artificial intelligence by major companies have significantly increased in recent years. The overall investment in other sectors has shown minimal change during this period. AI's potential to enhance productivity suggests that current spending may benefit various industries like healthcare and education. Concerns exist regarding potential overinvestment and its subsequent impact on the economy.
Echoes of 2017: Why domestic flows alone won't rescue Indian equities
Strong domestic inflows through SIPs and mutual funds are failing to sustain Indian equity returns amid continuous FII selling and moderating earnings growth. Drawing parallels to the 2017 market cycle, this analysis highlights why structural macroeconomic challenges and valuation compression demand a strategic shift toward high-quality, largecap stocks.
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Warren Buffett on the difference between investing in real estate and the stock market
Both purchases were small, and he says so himself. He tells the stories anyway, because between them they contain everything he knows about investing, and neither involves a share certificate, a screen, or a single price quotation. What makes them work is the same thing that stops most people from making money in the market, and it has nothing to do with skill.
IPO reality check! Is GMP a useful signal or just market noise? Here’s what experts think
Investors frequently use grey market premium (GMP) to gauge interest in initial public offerings (IPOs) and their potential returns. However, the recent performances of companies like Hero Motors and SBI Funds Management highlight that GMP isn't always a dependable indicator. Experts warn that while GMP reflects market sentiment, it often lacks clarity and can be driven by speculation.
September sees biggest IPO rush in nearly 30 years as 30 mainboard issues raise Rs 38,785 crore
The month of September has seen a sharp increase in fundraising, with mainboard IPOs raising around ₹38,785 crore, the biggest monthly fundraise since October last year, when 10 issues raised ₹45,188 crore.
Missed the NSE IPO? Here are 5 of the largest issues in the pipeline to keep on your radar
For those who missed out on the National Stock Exchange IPO, there's a silver lining: several major public offerings are on the horizon! Set to accumulate a staggering Rs 4.27 lakh crore, companies such as Jio Platforms and PhonePe are readying their IPOs. With some firms already greenlit by Sebi while others await approval, the market's robust activity suggests a ripe environment for upcoming public offerings and eager investors.
RIL selloff wipes off Rs 4 lakh crore from market value as shares drop 21% in 2026 so far. Should you buy now?
In 2026, Reliance Industries has seen a sharp decline of twenty-one percent in its share prices, wiping out an impressive four lakh crore rupees from its market worth. Analysts recommend that investors should be wary and avoid the temptation to buy during this dip, as the company is currently grappling with windfall tax implications and rising concerns regarding a Jio listing.
Warren Buffett is passing the baton: 5 investment mantras the next generation can carry forward
Warren Buffett has stepped down as Berkshire Hathaway chairman and become chairman emeritus, with Howard Buffett taking the role. Greg Abel remains CEO. Buffett’s six-decade investment philosophy highlights valuation discipline, patience, competence, emotional control and the power of long-term compounding.
Ahead of Market: 10 things that will decide stock market action on Tuesday
Indian equities recovered sharply from Friday’s lows as easing oil prices and bond yields lifted sentiment. Sensex and Nifty closed lower, while weak breadth, foreign outflows and geopolitical risks kept bears in control despite selective buying and resilient domestic fundamentals.
In 1994, Tom Cruise built a 10,000-sq-ft home on his Colorado ranch; 27 years later, the 320-acre retreat sold for $39.5 million
In 1994, Tom Cruise built a sprawling 10,000-square-foot home on his Colorado ranch. The property offered privacy, mountain views and plenty of space to escape Hollywood. For years, the 320-acre retreat remained a quiet part of his life away from the spotlight. Then, 27 years after he built it, the ranch found a buyer. The property sold for $39.5 million, turning Cruise’s private mountain getaway into a major real-estate deal.
Brazil is in fashion, as Brazilians like to say. Here's why
Brazil is experiencing a surge in global popularity and cultural appreciation. Brazilcore fashion and increased tourism are driving this significant international attention. Celebrities and major brands are embracing Brazilian culture and its vibrant aesthetics. This trend reflects a growing "caramelo pride" celebrating the nation's unique identity. However, experts suggest this heightened interest may eventually begin to fade.
China robot maker Unitree's post-listing slump sparks bubble fears
The post-listing selloff in the company, one of the world's largest producers of quadruped and humanoid robots, has also led to soul-searching over China's listing mechanism, which some analysts say distorts prices.
Markets rewarding investors' patience, penalising their exuberance: Ajay Srivastava
We have seen a watch company which does fancy watches all over India. So, also, we have to gravitate away from, I keep saying, mass consumption driven companies to the companies which are catering to the rich of India because India's K-shape economy growth tells us that the rich of India is where the consumption play is going to be.
Bull markets led to exuberance in crypto, bear markets will mature it: Ashish Singhal, CoinSwitch
“The bear market could lead to maturity in the crypto space. The multi-year bull run that we have had for a few years could sometimes lead to market exuberance. We have seen the same with traditional equity markets, too. Market corrections are an opportune moment to refocus on the fundamentals. I believe this phase will help users realise that crypto is not a get-rich-quick scheme.”
Irrational Exuberance: Are we near the Shiller mark that can trigger pain?
The current market conditions, marked by a sharp increase in the asset prices in the equity markets without being impacted by stringent lockdowns, are challenging the notions of irrational exuberance once again.
No irrational exuberance in market, says Sebi chief
Sebi chairman Ajay Tyagi on Wednesday said there was no over-exuberance in the stock market and the current rally was being driven by easy availability of funds and record-low interest rate globally.
How long can FOMO, TINA, BTD help sustain D-Street’s ‘see no evil’ stance?
A spike in risk aversion and reversal of carry trades from emerging markets (EMs) is a possibility that needs to be factored in by complacent policy makers in EMs like India.
View: Interruption in liquidity flows may lead to a pause in market exuberance
What spooked the markets? The powerful FOMC that decides things like interest rate levels and the amount of cash that the Fed prints did not do anything dramatic. The policy interest rate was kept at zero, and the massive cash infusion programme ($120 billion a month) was left untrimmed. The financial markets took their cues, instead, from the change in the projections that the 18 members of the committee pencilled in.
Equities showing irrational exuberance, says RBI's Dy Guv Michael Patra
The benchmark Nifty50 and BSE Sensex have nearly doubled after hitting their multi-year lows in March 2020 during the crash induced by the Covid-19 outbreak.
Yield curve research pioneer says he spots irrational exuberance
“We are in a deep recession, yet the stock market has completely blown it off," says Campbell Harvey, finance professor at Duke University and a senior adviser at Research Affiliates.
COVID-19: SBI economists pitch for 2nd round of financial package for impacted sectors
There is a weak linkage between buoyant markets and economic recovery, economists at SBI said.
Fear the exuberance in stock market, not the economy
Economic overheating would elicit a Fed response before financial market excess.
Will microfinance companies be your next bet amid market exuberance?
Those stocks, available at cheap valuation, may double your investment in the next 3 years.
How RBI policy triggered exuberance in debt market
FPIs, which were sitting on the sidelines, are likely to re-enter the bond market.
Is bond market’s exuberance with foreign portfolio investors over?
It may be too early to come to such a conclusion, but they have indeed turned net sellers in debt securities in May after being net buyers for the past 13 months.
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