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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.
Trump-linked crypto assets slip up to 16%, AI data centre stocks slide after Democrats' US midterm win
Trump-linked cryptocurrencies tumbled up to 16%, while shares of Bitcoin miners transitioning into AI data centre businesses slumped as Democrats' strong midterm performance rattled investor sentiment. Concerns over tighter regulations, potential construction delays in Texas and rising financing costs weighed on companies betting on the AI infrastructure boom.
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.
KOSPI crashes 4% as US midterm shock rattles Asian markets
Oil prices and stock markets reacted significantly to the recent midterm election victories by Democrats in the United States. Asian chip stocks declined alongside the dollar, indicating market volatility following the elections. Lower oil prices have resulted in a bond rally, subsequently reducing yield rates. Anticipation of increased support for renewables is driving optimism in solar supply chain stocks.
Global Market: European automakers get earnings boost as Chinese competition weighs on recovery
European automakers have received a boost from recent earnings, but their recovery remains fragile. Rising competition from Chinese manufacturers, costly technological shifts and structural weaknesses continue to cloud the sector's long-term growth prospects.
US Market: AI boom could weaken dollar’s safe-haven appeal as foreign flows rise
The US dollar’s safe-haven status could face pressure if the AI investment boom unwinds, prompting foreign investors to pull back from American equities and corporate bonds. Weaker growth, lower interest rates and credit-market stress could amplify the risk.
BSE shares jump over 4% as Motilal Oswal upgrades stock to Buy. 4 reasons behind bullish call
BSE shares rose sharply on Monday after Motilal Oswal upgraded the stock to Buy with a target price of Rs 4,000, implying 23% upside. The brokerage expects strong derivatives volumes, rising premium turnover, improving cash market participation and operating leverage to drive revenue growth, margin expansion and a 27% profit CAGR through FY28.
Brazil presidential election results: Five economic challenges facing re-elected President Lula
Brazil's economy is encountering significant challenges as President Lula starts his fourth term in January. Soaring public debt and rising mandatory spending limit budget flexibility, complicating fiscal management. High interest rates and persistent inflation hinder economic growth, impacting household and business debt levels. Lula's ability to implement reforms may be constrained by a conservative Congress, complicating his agenda.
Putin agrees to resume trilateral talks on Ukraine war with Kyiv and Washington, Kremlin says
Vladimir Putin has agreed to resume negotiations with Washington and Kyiv regarding the conflict in Ukraine. The trilateral talks will focus on establishing a post-war security system for both countries. Ukrainian President Volodymyr Zelenskyy insists on a leaders' summit to address ongoing hostilities. Recent discussions have yielded minimal progress amid continued military confrontations in Ukraine. U.S. envoy Steve Witkoff noted a slight momentum in peace efforts following multiple high-level meetings.
Faster services imports threaten to erode cushion against India’s goods trade deficit: Report
India's services trade surplus has declined as imports grew faster than exports, leading to concerns about foreign exchange earnings. In September 2026, net services exports fell by 10 percent to USD 16.9 billion. Despite strong growth in merchandise exports of 23 percent, the services sector faces challenges. While cumulative net services exports increased during the first half, their sustainability is uncertain.
Canada may raise immigration levels as population growth hits lowest since WWII
Canada's Immigration Minister Lena Diab has signalled a possible increase in immigration levels as population growth hits its lowest rate since the Second World War. Prime Minister Mark Carney's government is expected to unveil an updated immigration plan in November, balancing economic growth and labour needs against housing affordability and pressure on public services.
ETMarkets Smart Talk | Manufacturing, healthcare and financialisation could create India’s next wealth creators: Sanjay Doshi
Abakkus Mutual Fund’s Sanjay Doshi sees opportunities across market capitalisations, despite elevated mid- and smallcap valuations. He urges investors to prioritise sustainable earnings, cash flows and returns on capital, maintain disciplined stock selection and align SIP allocations with long-term goals.
China's luxury demand recovery may remain elusive, forcing global brands to rethink growth: Bernstein report
A report by Bernstein indicates that the luxury goods industry faces challenges due to reduced Chinese consumer demand. Economic factors such as falling property prices and youth unemployment are contributing to a weakened market. Companies may need to adjust their pricing strategies to meet consumer expectations for affordability and value.
Global Market: IMF warns of energy shock, AI correction risks to Asia's growth outlook
The IMF warned that Asia’s economic growth may slow to 4.4% in 2027 amid energy price shocks, Middle East conflict, AI market correction risks and rising bond yields. It urged central banks to prioritise price stability and governments to provide targeted fiscal support while managing inflation and debt pressures.
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.
A study says your brain shifts attention when plans change: How it chooses what matters next
A University of Iowa study looked at how the brain makes decisions when familiar rules no longer provide clear answers. Researchers found that the frontoparietal network shifts the way it communicates with other parts of the brain as a decision takes shape.
RBI Governor Sanjay Malhotra flags rising financial risks, warns against complacency as West Asia conflict adds to inflation pressure
Sanjay Malhotra highlighted the need for vigilance regarding financial vulnerabilities at the Kautilya Economic Conclave. He emphasized that banking and financial stress can develop suddenly yet take years to resolve. Malhotra pointed out the interplay of geopolitical and economic factors complicating current financial stability predictions. He stressed the Reserve Bank of India's role in maintaining financial resilience through appropriate regulations and supervision.
US Market: Fed's Hammack warns against inflation becoming entrenched in economy
Federal Reserve Bank of Cleveland President Beth Hammack warned that persistently high inflation could entrench elevated price expectations among US households and businesses. She said monetary policy may not yet be sufficiently restrictive, citing resilient demand, strong business investment and a stable labour market. Hammack also noted that rising US bond yields reflect higher real interest rates and a solid economic outlook.
Gold sales during Ganesh Chaturthi down 15% in volume amid price surge
This year's Ganesh Chaturthi witnessed a 15% drop in gold sales volume compared to the previous year. Consumers opted for lighter gold pieces and exchanged old jewelry amid high prices. Nonetheless, sales of bullion coins and bars reflect cautious optimism among investors. Despite the decline, both wedding and self-purchase demands from younger buyers remain robust, signaling a potential increase in demand as the wedding season approaches.
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