Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25
4 months ago

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25

Live Mint  

The Indian market is currently undergoing a corrective phase, impacted by the rise in the dollar index following Donald Trump's victory in the 2024 US Presidential elections, along with continuous outflows from foreign investors and the Middle East crisis. Here's a look at key market drivers for the rest of FY25, as per market analysts: Prospects for Government Spending and Earnings Growth Rakesh Vyas, Co-Chief Investment Officer and Portfolio Manager at Quest Investment Advisors, emphasised that Indian companies' earnings growth has been subdued in the first half of FY25. Global Market Influences & FPI Action Apurva Sheth, Head of Market Perspectives & Research at SAMCO Securities, explained that although the U.S. Federal Reserve recently cut interest rates by 25 basis points, bond yields remain elevated at around 4.36%. Sectoral Opportunities Sujit Modi, Chief Investment Officer at Share.Market emphasised that the U.S. inflation report due on November 13 could influence the Fed’s policy, impacting global markets. The strengthening of the U.S. Dollar post-election results could lead to costlier imports, raising inflation and potentially leading to higher interest rates, which could affect FII flows into India.

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India Economy 2024: K-Shaped Recovery, Inflation Risks, and Global Tariff Impact | Analysis
6 days ago

India Economy 2024: K-Shaped Recovery, Inflation Risks, and Global Tariff Impact | Analysis

The Hindu  

Published : Mar 15, 2025 16:20 IST - 5 MINS READ At a recent summit held in Washington, DC, JPMorgan Chase CEO Jamie Dimon acknowledged the fear spreading across companies in the US following President Donald Trump’s tariff decisions with the terse observation: “Uncertainty is not a good thing.” It certainly is not. Since its peak in September last year, …

Indian markets decline for 5 straight months: What should investors do next?
2 weeks, 4 days ago

Indian markets decline for 5 straight months: What should investors do next?

Live Mint  

Indian stock markets have been on a persistent downtrend, marking five consecutive months of losses. The Nifty has shed nearly 15 per cent from its September 2024 highs, erasing 4,000 points amid continuous selling by foreign institutional investors. Here's what market experts suggest Focus on Resilient Stocks, Not Falling Prices Trivesh D, COO of Tradejini, noted that instead of chasing …

Week Ahead: Auto sales, macro data, FII flow, Trump tariffs, global cues among key triggers for Indian stock market
2 weeks, 5 days ago

Week Ahead: Auto sales, macro data, FII flow, Trump tariffs, global cues among key triggers for Indian stock market

Live Mint  

The Indian stock market is on the verge of a bear grip after extending its losing streak for the third consecutive week, hitting its lowest levels since June 2024. Monthly auto sales, Donald Trump's tariff announcements, the rupee-dollar rate, foreign fund outflow, domestic and global macroeconomic data, and global market cues will dictate the market direction in the next five …

Trump-Zelensky meeting: How will the Indian stock market open on Monday? Explained with 5 key takeaways
2 weeks, 6 days ago

Trump-Zelensky meeting: How will the Indian stock market open on Monday? Explained with 5 key takeaways

Live Mint  

Trump-Zelensky meeting: After the bloodbath in the Indian stock market on Friday, retail investors eagerly awaited the Trump-Zelensky meeting outcome, which was expected to give a road map to end the geopolitical tension caused by the Russia-Ukraine war. However, after the explosive Trump-Zelensky meeting, Indian stock market observers may have to worry more as the US administration's standing with Russia …

Week Ahead: India Q3GDP data, F&O expiry, FII flow, global cues among key triggers for Indian stock market
3 weeks, 5 days ago

Week Ahead: India Q3GDP data, F&O expiry, FII flow, global cues among key triggers for Indian stock market

Live Mint  

The Indian stock market traded within a tight range to extend its corrective phase while settling at its lowest since early June. India's economic growth, the scheduled expiry of February's derivative contracts, Donald Trump's tariff announcements, the rupee-dollar rate, foreign fund outflow, domestic and global macroeconomic data, and global market cues will dictate the market direction in the next five …

Indian stock market likely to bounce back in second half of 2025, predicts Emkay; lists top stocks to buy
1 month ago

Indian stock market likely to bounce back in second half of 2025, predicts Emkay; lists top stocks to buy

Live Mint  

Indian equity markets are expected to face near-term weakness and heightened volatility in the first quarter of 2025, but a recovery is anticipated in the second half of the year, according to Emkay Institutional Equities, a division of Emkay Global Financial Services. Corporate Earnings Outlook According to Emkay, the earnings downgrade cycle is nearing its end, with consensus Nifty estimates …

Indian Stock markets open lower amid mixed global cues and US tariff concerns
1 month ago

Indian Stock markets open lower amid mixed global cues and US tariff concerns

Live Mint  

Mumbai, : Indian stock markets on Wednesday opened lower despite mixed global cues and uncertainties and US tariff concerns announced by President Donald Trump. On NSE, the stocks of Tata Consumer, HCL Tech, NTPC, JSW Steel, and Kotak Mahindra Bank were among the major gainers, while major losers were Dr. Reddy's Labs, Cipla, Apollo Hospitals, ICICI Bank and Trent. "We …

India Inc’s dull earnings outlook signals tougher times ahead for markets
1 month ago

India Inc’s dull earnings outlook signals tougher times ahead for markets

Live Mint  

If investors were hoping that corporate earnings would offer some support to Indian equity markets, they are in for a disappointment. Read this | What India Inc’s Q3 show reveals about the state of the economy In short, despite modest expectations, the Q3 earnings season was underwhelming, hurt by weak urban consumption and fading benefits from lower input costs. “Contrary …

FII outflows show India offering higher returns to investors: FM
1 month ago

FII outflows show India offering higher returns to investors: FM

The Hindu  

Foreign Institutional Investment outflows from India’s equity markets show that investors are booking profits, indicating investments in India are yielding good returns, Finance Minister Nirmala Sitharman said at a post-Budget media briefing in Mumbai on Monday. That’s also happening,” Ms. Sitharaman said, dismissing concerns that the Indian stock market had become less attractive for retail and foreign investors alike. Underlining …

Stock Market Strategy: Nifty in buy zone at 22,500; Overweight on consumption, healthcare, telecom: Emkay Global analyst
1 month ago

Stock Market Strategy: Nifty in buy zone at 22,500; Overweight on consumption, healthcare, telecom: Emkay Global analyst

Live Mint  

The Indian stock market is expected to remain volatile through the first quarter of CY2025, but a recovery is likely from Q1FY26 as earnings stabilize and global uncertainties ease, analysts said. Seshadri Sen, Head of Research and Strategist at Emkay Global, the firm noted that the Q3 results season was muted, with single-digit PAT growth for the Nifty 50 and …

Rising US yields, global trade tensions draw FPIs away from Indian stock market. Will outflows persist?
1 month ago

Rising US yields, global trade tensions draw FPIs away from Indian stock market. Will outflows persist?

Live Mint  

Foreign Portfolio Investors persist in withdrawing billions of rupees from the Indian stock market in 2025, aggressively offloading Indian shares on exchanges daily. While concerns over elevated valuations, a decelerating Indian economy, and a subdued December quarter performance have already dampened sentiment, escalating global trade tensions have further exacerbated investor uncertainty, prompting a broader reassessment of risk exposure. While domestic …

Not Trump's tariffs, but this is what's making stock market investors anxious
1 month, 1 week ago

Not Trump's tariffs, but this is what's making stock market investors anxious

India Today  

Dalal Street has been under pressure lately with the stock market witnessing a sharp decline in recent sessions, with benchmark indices correcting nearly 12% from their all-time highs. Ajit Mishra – SVP, Research, Religare Broking Ltd, said that the recent downturn in the Indian stock market is largely due to persistent selling by FIIs. Market analysts believe that the current …

What is contributing to the downturn in Indian markets? | Explained
1 month, 1 week ago

What is contributing to the downturn in Indian markets? | Explained

The Hindu  

The story so far: For the sixth consecutive day, BSE Sensex closed lower on Wednesday reflective of a major sell-off among foreign institutional investors and portfolio investors, mixed earnings and apprehensions about the tightening of the tariff regime in the U.S. According to Devarsh Vakil, Head of Prime Research at HDFC Securities, the current situation in the market emanates from …

Experts estimate 50-100 basis points rate cut in 2025 after RBI’s MPC stance, says Geojit Fin Services’ Vinod Nair
1 month, 1 week ago

Experts estimate 50-100 basis points rate cut in 2025 after RBI’s MPC stance, says Geojit Fin Services’ Vinod Nair

Live Mint  

Over the past 4 to 5 months, the domestic equity market has remained bearish, following a sell-on-rally pattern. Going forwards, if the market fixes Trumponomics as an appearance norm of US policy, the global market may have a breather with an upside in trend based on the economic data and rate policy. This is backed by the fact of moderation …

FPIs Remain Cautious, Continue To Dump Indian Equities In Feb. See What Triggered The Selling
1 month, 1 week ago

FPIs Remain Cautious, Continue To Dump Indian Equities In Feb. See What Triggered The Selling

ABP News  

Foreign portfolio investors continued to withdraw from the Indian equity markets in February as global trade concerns mounted with US President Donald Trump imposing fresh tariffs on several countries such as China and Canada. Official depository data revealed that the investors dumped Indian equities worth more than Rs 7,300 crore in the first week of the month till February 7, …

Week Ahead: Delhi election results, Q3 earnings, inflation data among key triggers for Indian stock market
1 month, 1 week ago

Week Ahead: Delhi election results, Q3 earnings, inflation data among key triggers for Indian stock market

Live Mint  

The Indian stock market experienced another week of volatility but managed to settle with marginal gains, driven by mixed global and domestic factors. Budget 2025 announcements, Reserve Bank of India 's first monetary policy for 2025, Delhi elections 2025, and US trade tariff announcements were the major themes that dictated the market movement last week. Delhi Election Results 2025, Q3 …

Indian stock market: 8 key things that changed for market overnight ahead of RBI policy - Gift Nifty to Amazon earnings
1 month, 2 weeks ago

Indian stock market: 8 key things that changed for market overnight ahead of RBI policy - Gift Nifty to Amazon earnings

Live Mint  

Indian stock market: The domestic equity market indices, Sensex and Nifty 50, are expected to open on a cautious note on Friday ahead of the Reserve Bank of India’s monetary policy decision today and amid mixed global cues. Asian markets traded lower, while the US stock market ended mixed overnight, with the S&P 500 and the Nasdaq ending higher and …

Earnings miss by Adani, Tata & other India Inc biggies sparks concerns over stock market outlook
1 month, 2 weeks ago

Earnings miss by Adani, Tata & other India Inc biggies sparks concerns over stock market outlook

Live Mint  

A deepening slowdown in corporate earnings is fueling fresh concern over India’s $4.1 trillion stock market, and threatening to undermine Prime Minister Narendra Modi’s latest efforts to revive growth. Citigroup Inc. and HSBC Holdings Plc are among banks that have cut profit forecasts as the latest earnings from some of India’s top firms, including Adani Enterprises Ltd. and Tata Motors …

Indian shares set to track Asian peers higher as US pauses tariffs
1 month, 2 weeks ago

Indian shares set to track Asian peers higher as US pauses tariffs

Live Mint  

Feb 4 - India's blue-chip indexes are poised to open higher on Tuesday, likely to track the positive momentum in other Asian markets, after the U.S. paused its planned tariffs on Canada and Mexico, easing concerns over a potential worldwide trade war. Asian markets rose on the day after U.S. President Donald Trump paused tariffs on Canada and Mexico for …

Market strategy: Largecap valuations attractive, RBI rate cuts may spur FY26 rally: JM Financial; Check top stock picks
1 month, 2 weeks ago

Market strategy: Largecap valuations attractive, RBI rate cuts may spur FY26 rally: JM Financial; Check top stock picks

Live Mint  

Stock market strategy: The Indian stock market benchmark indices, Sensex and Nifty 50, declined over a percent each on Monday, weighed down by weak global cues. Additionally, the balanced fiscal approach of the Union Budget 2025-2026, potential repo rate cuts by the Reserve Bank of India, and attractive large-cap valuations are expected to be key drivers for FY26. Midcap and …

Budget 2025: Indian stock market lags global peers over past one year, highlights Samir Arora
1 month, 2 weeks ago

Budget 2025: Indian stock market lags global peers over past one year, highlights Samir Arora

Live Mint  

As the Union Budget is set to be presented today, February 1, 2025, market participants are preparing for heightened volatility in the Indian stock market. Over the past year, global equity markets have demonstrated remarkable growth, with several key indices posting double-digit gains, reflecting resilience amid ongoing economic uncertainties. Commenting on the market dynamics, Arora noted in a post on …

Despite significant volatility, Indian markets have been among the best globally - The Hindu
1 month, 2 weeks ago

Despite significant volatility, Indian markets have been among the best globally - The Hindu

The Hindu  

The secondary markets have delivered positive performance amidst significant volatility witnessed since the commencement of FY25 and on a longer-term basis, Indian markets have been among the best-performing markets in the world the Economic Survey 2024-25 has stated. “The compounded annualised returns of Nifty 50 for the past ten years stand at 8.8%, trailing below few indices, such as the …

Economic Survey 2024-25: Why Indian investors should watch US stock markets closely
1 month, 2 weeks ago

Economic Survey 2024-25: Why Indian investors should watch US stock markets closely

Firstpost  

Historically, the Nifty 50 index has shown a strong correlation with the S&P 500, particularly during periods of significant US market corrections. If such a correction occurs, it could cascade into Indian markets, especially given the influx of relatively inexperienced investors A trader reacts at the New York Stock Exchange under a screen showing the Dow Jones Industrial Average, at …

Economic Survey credits retail investor surge for growth in India’s capital markets
1 month, 2 weeks ago

Economic Survey credits retail investor surge for growth in India’s capital markets

Live Mint  

India’s stock markets overcame challenges such as geopolitical tensions, currency fluctuations, and domestic market volatility to reach new heights in FY25, driven by an increasing number of investors, active listing activities, and regulatory support, according to the Economic Survey 2024-25. The capital markets are central to India’s growth story, catalysing capital formation for the real economy, enhancing the financialisation of …

Risks to Indian stock market rally have a US connection, warns Economic Survey. Details here
1 month, 3 weeks ago

Risks to Indian stock market rally have a US connection, warns Economic Survey. Details here

Live Mint  

Economic Survey Highlights: While the Economic Survey 2024-25 tabled by the Finance Minister Nirmala Sitharaman in the Parliament today, January 31, highlighted the stellar growth of the Indian stock market in the face of many adversities such as geopolitical uncertainties, and currency depreciation volatility, it also flagged a key risk for Dalal Street going ahead. The survey sees a high …

Key takeaways for the Indian Stock Market In the economic Survey: Banking and 5 other beneficiary sectors as per experts
1 month, 3 weeks ago

Key takeaways for the Indian Stock Market In the economic Survey: Banking and 5 other beneficiary sectors as per experts

Live Mint  

Budget 2025: Here are Key takeaways for the Indian Stock Market In the economic Survey 1.GDP Growth- According to the survey, India's FY26 GDP growth is expected in the range of 6.3-6.8 per cent. At the end of December 2024, BSE’s market capitalisation increased by 14.2 per cent since March 2024 to reach ₹445.2 lakh crore. Expert Views Banking and …

Difficult to say Indian stock market has bottomed out; Budget may boost sentiment: Ajay Menon of Motilal Oswal
1 month, 2 weeks ago

Difficult to say Indian stock market has bottomed out; Budget may boost sentiment: Ajay Menon of Motilal Oswal

Live Mint  

Expert view: Ajay Menon, MD & CEO of Wealth Management, Motilal Oswal Financial Services Ltd., believes several key events will keep the market sentiment cautious in the near term, making it difficult to say if the Indian stock market has bottomed out. Hence, we anticipate that expected income tax reforms and increased infrastructure funding will likely boost market sentiment and …

Budget 2025: Can fiscal moves spark stock market optimism? Hemant Majethia of Ventura Securities weighs in
Trending News
1 month, 3 weeks ago

Budget 2025: Can fiscal moves spark stock market optimism? Hemant Majethia of Ventura Securities weighs in

Live Mint  

PSU banks, oil refining, Infrastructure EPC and power are among the key sectors to watch out for amid the current geopolitical and macroeconomic environment, according to Hemant Majethia, CEO & Co-Founder of Ventura Securities. In an interview with Livemint, Majethia shares his insights on Budget 2025 expectations, market valuations, and investment opportunities amid recent corrections. Addressing concerns over market sell-offs …

Budget 2025: Return on govt spending to provide extra support to Indian economy, says Geojit Fin Services’ Vinod Nair
1 month, 3 weeks ago

Budget 2025: Return on govt spending to provide extra support to Indian economy, says Geojit Fin Services’ Vinod Nair

Live Mint  

Between 2008 and 2025, over a span of 17 years, the Indian stock market has undergone 10 correction phases, including the current consolidation. Similarly, when the Fed began reversing its accommodative monetary policy stance by raising interest rates from near zero in 2016–17, the Indian broad market contracted by 10.8% between October 2016 and January 2017, 3 Months. In both …

Deep correction after Budget unlikely; Trump factor to cause near-term volatility: Anil Rego of Right Horizons
1 month, 3 weeks ago

Deep correction after Budget unlikely; Trump factor to cause near-term volatility: Anil Rego of Right Horizons

Live Mint  

Expert view: Anil Rego, Founder and Fund Manager at Right Horizons, believes a significant correction after the Budget 2025 is unlikely. Discussing the impact of Donald Trump's policies on India, he said "Trump policy" will be a near-term uncertainty, and the Indian stock market is well-positioned to weather external shocks due to strong domestic factors. During the pre-budget discussions with …

Week Ahead: Budget 2025, US Fed Policy, Q3 Results, F&O expiry, auto sales among key market triggers for Nifty
1 month, 3 weeks ago

Week Ahead: Budget 2025, US Fed Policy, Q3 Results, F&O expiry, auto sales among key market triggers for Nifty

Live Mint  

The Indian stock market awaits an eventful week brimming with triggers, including key macroeconomic data, government policy verdicts, and important corporate earnings reports that will shape market sentiment. The next set of December quarter earnings for the current fiscal 2024-25, Budget 2025 and economic survey, scheduled expiry of January's derivative contracts, US Federal Reserve policy verdict, auto sales figures, domestic …

Indian stock market: 7 key things that changed for market overnight - Gift Nifty, Trump Tariffs to Netflix shares rally
1 month, 3 weeks ago

Indian stock market: 7 key things that changed for market overnight - Gift Nifty, Trump Tariffs to Netflix shares rally

Live Mint  

Indian stock market: The domestic equity market indices, Sensex and Nifty 50, are expected to open higher on Wednesday, following gains in global markets. Asian markets traded higher, while the US stock market rallied overnight as investors assessed US President Donald Trump’s tariff stance. On Tuesday, the Indian stock market crashed as sell-off intensified amid cautiousness after US President Donald …

Indian shares succumb to uncertainty over Trump’s tariff plans
2 months ago

Indian shares succumb to uncertainty over Trump’s tariff plans

Live Mint  

By Bharath Rajeswaran Jan 21 - India's benchmark indexes traded lower on Tuesday as caution prevailed after U.S. President Donald Trump announced plans for trade tariffs on neighbouring countries within hours of taking office. Investors around the world took stock of U.S. President Donald Trump, who soon after assuming office on Monday, said his administration was mulling imposing 25% tariffs …

Budget 2025 a key trigger for Indian stock market, say experts—key measures that could boost sentiment
2 months ago

Budget 2025 a key trigger for Indian stock market, say experts—key measures that could boost sentiment

Live Mint  

The Indian stock market is experiencing a rough phase amid signs of slowing economic growth, foreign capital outflow, and uncertainty surrounding the US Federal Reserve's interest rate path and Donald Trump's trade policies. Amid multiple headwinds and global uncertainty, all eyes are on the Union Budget 2025, which experts expect to strike a balance between capital expenditure to spur growth …

India’s earnings growth mojo over emerging market peers is waning
2 months ago

India’s earnings growth mojo over emerging market peers is waning

Live Mint  

For India Inc., the first half of FY25 presented significant challenges, as earnings growth momentum faced a combination of unfavourable factors. Read this | Tepid Q3 outlook spells more pain for India Inc. earnings As a result, India’s advantage of robust corporate profit growth compared to its emerging market peers has diminished. Shrinking margin tailwinds have triggered earnings per share …

Here’s how the government could offer India’s stock market some relief
2 months ago

Here’s how the government could offer India’s stock market some relief

Live Mint  

Gone are those simpler times when a finance minister of the country could tell Parliament, as Manmohan Singh had in 1992, that he does not lose sleep over stock markets. While those who invest in shares directly or via mutual funds are still relatively few—India has some 180 million demat accounts and a little over 40 million mutual fund folios, …

India’s $556 Billion Equity Rout Seen Worsening as Growth Cools
Trending News
2 months, 1 week ago

India’s $556 Billion Equity Rout Seen Worsening as Growth Cools

Live Mint  

Investors are expecting Indian stocks to post another quarter of losses as a slowdown in economic growth and sticky inflation hurt corporate earnings and foreign flows. READ: India’s Record-Breaking Stock Run Faces Bigger Hurdles in 2025 After hitting multiple new highs last year, India’s nearly $5 trillion equity market has come under pressure due to foreign outflows sparked by fears …

Union Budget 2025: Anirudh Garg of Invasset PMS highlights 6 measures that may boost Indian stock market sentiment
2 months, 1 week ago

Union Budget 2025: Anirudh Garg of Invasset PMS highlights 6 measures that may boost Indian stock market sentiment

Live Mint  

Union Budget 2025: The Indian stock market is experiencing strong selling pressure across segments due to a host of concerns, including foreign capital outflows, a weakening macroeconomic outlook, fading expectations of a US Federal Reserve rate cut, and uncertainty surrounding Donald Trump’s trade policies as he prepares to assume office on January 20. In light of the Union Budget 2025 …

Markets Ahead: Inflation, Q3 Earnings, Trading Sentiment Of Foreign Investors To Impact Investors This Week
2 months, 1 week ago

Markets Ahead: Inflation, Q3 Earnings, Trading Sentiment Of Foreign Investors To Impact Investors This Week

ABP News  

Investors will be on the lookout for the third quarter financial earnings from major corporates in the week. The analysts said that trading sentiment of foreign investors and inflation data will also impact movements in the equity markets going ahead. Commenting on the outlook for markets ahead, Pravesh Gour, Senior Technical Analyst, Swastika Investmart Ltd, noted, “The strengthening of the …

Indian stock market: US Fed rate cut to treasury yields — 5 key concerns that investors must not overlook
2 months, 1 week ago

Indian stock market: US Fed rate cut to treasury yields — 5 key concerns that investors must not overlook

Live Mint  

Indian stock market: The correction in the Indian stock market, which began in October last year, remains relentless as a confluence of factors—including stretched valuations, weak quarterly earnings, a strengthening US dollar, rising bond yields, and slowing economic growth—continues to keep investors nervous. 5 key concerns for Indian investors Stock market experts highlight five key concerns that Indian stock market …

IMF MD forecasts ‘little weaker’ Indian economy in 2025 despite global growth, US trade policy in focus
2 months, 1 week ago

IMF MD forecasts ‘little weaker’ Indian economy in 2025 despite global growth, US trade policy in focus

Live Mint  

International Monetary Fund MD Kristalina Georgieva has predicted that the Indian economy is likely to be “a little weaker” in 2025 despite pojected steady global growth, according to a PTI report. She cited uncertainty around the United States trade policy under the coming Donald Trump administration as the key factor affecting the Indian and other world economy this year, it …

Indian shares edge lower on worries over likely moderation in earnings
2 months, 1 week ago

Indian shares edge lower on worries over likely moderation in earnings

Live Mint  

By Bharath Rajeswaran Jan 9 - India's benchmark indexes fell on Thursday, as worries over a likely moderation in corporate earnings for the December quarter and concerns over fewer rate cuts in the U.S. weighed on sentiment. India's blue-chip indexes have lost about 1.5% so far this week, while smallcaps and midcaps are down 3.5% and 2.7%, respectively, on worries …

Indian Stock Market 2025: Balancing challenges with strong growth prospects
2 months, 1 week ago

Indian Stock Market 2025: Balancing challenges with strong growth prospects

Live Mint  

In 2024, the Indian stock market delivered decent returns to investors, with the BSE Sensex rising by 8.17% and the National Stock Exchange Nifty50 climbing 8.8%. This was despite numerous challenges throughout the year, including heavy selling by foreign institutional investors, weak corporate results in the second quarter, unfavourable weather conditions, geopolitical tensions between Iran and Israel, as well as …

Will foreign investors return to Indian markets in 2025?
2 months, 2 weeks ago

Will foreign investors return to Indian markets in 2025?

Live Mint  

MUMBAI : While FIIs gave India the cold shoulder in 2024, DIIs demonstrated remarkable resilience, maintaining strong inflows. “We believe that the subdued FPI flows in 2024 is not a trend but a more tactical shift away from India probably led by relative valuations in other markets like China," said Jay Kothari, global head-international business, DSP Asset Managers Pvt. He …

India’s share in global market capitalization eases from all-time high
2 months, 2 weeks ago

India’s share in global market capitalization eases from all-time high

Live Mint  

The last few months of 2024 saw some turbulence in global equity markets due to various factors, leading to a correction in stocks. India’s share in global market capitalization has dipped to 4.2% in December from its August peak of 4.6%, as global equity markets faced turbulence, showed an analysis by Motilal Oswal Financial Services Ltd. The good part is …

Mint Quick Edit | Equity bounce: The market’s path ahead is hazy
2 months, 2 weeks ago

Mint Quick Edit | Equity bounce: The market’s path ahead is hazy

Live Mint  

India’s equity market has got off to a promising start in 2025, with the BSE Sensex rising 2.3% in just the first two sessions of the year. Given the market’s recent weakness, optimists hope that the slide in prices over the past quarter has bottomed out. Though that’s still off its monthly mop-up peak of ₹2.1 trillion, a respectable year-end …

Improved earnings of Indian corporates set to drive returns in 2025: Report
Trending News
2 months, 2 weeks ago

Improved earnings of Indian corporates set to drive returns in 2025: Report

Live Mint  

New Delhi, January 2 : Indian corporates are expected to witness an improved earnings in upcoming quarter which will drive in retuns in the new year, stated the Mirae Asset Mutual Funds stated in its Annual Market Outlook 2025 report. However, the report highlighted that despite higher valuations at the start of the year, equities did well with mid and …

Indian shares set for marginal gains to start the new year
2 months, 2 weeks ago

Indian shares set for marginal gains to start the new year

Live Mint  

- India's benchmark indexes are set to open marginally higher on Wednesday, the first session of 2025, with analysts expecting the markets to trade near current levels ahead of quarterly earnings season from next week. Other Asian markets declined on the day, with the MSCI Asia ex-Japan index shedding 0.5%, as elevated U.S. Treasury yields continued to weigh on emerging …

2025 Outlook: JP Morgan projects small gains for EM equities in 2025, remains overweight on India, cautious on China
2 months, 3 weeks ago

2025 Outlook: JP Morgan projects small gains for EM equities in 2025, remains overweight on India, cautious on China

Live Mint  

Market Outlook: The emerging markets posted decent returns for 2024, with most regional stock markets up for the year. The MSCI's gauge for the emerging market stocks is set to end the year 5% higher, suggested a Reuters report, with Singapore set for a 17% annual rise, its best since 2017 and Kuala Lumpur stocks poised to post the best …

2024 in review: From General Elections to Yen carry trade unwind — 5 key events that impacted stock market investors
2 months, 2 weeks ago

2024 in review: From General Elections to Yen carry trade unwind — 5 key events that impacted stock market investors

Live Mint  

The year 2024 was an eventful period for the Indian stock market. As we welcome the year 2025, here are five significant events that hugely impacted the stock market investors' sentiment in 2024. Yen carry trade unwinding The Bank of Japan made a significant policy shift by adjusting its stance on interest rates on August 5, 2024. Explaining the possible …

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