Busted: The myth of India decoupling from global markets
2 years, 2 months ago

Busted: The myth of India decoupling from global markets

Live Mint  

The primary job of any stock-market bull who makes a living because you and I buy stocks is to sell a theory, any theory, irrespective of whether we are in a bull market, a bear market or caught somewhere in between, as in the case currently. Why the wait for new trade policy just got longer Why market is unimpressed by Torrent’s Curatio deal Meet the risky investor: Equity Intelligence’s Porinju Veliyath The most difficult sell is when the stock market is caught somewhere in between when an out-and-out bear market hasn’t yet arrived, but things aren’t looking good either. The theory they are selling is decoupling, which means the movement in Indian stock prices isn’t entirely correlated with the movement in American or other global stock markets. Indian stock prices haven’t fallen as much as in global markets, so come and buy stocks. During the same period, the Dow Jones Industrial Average, America’s premier stock market index, which like the BSE Sensex, has 30 stocks, had fallen by a significantly higher 17.4%.

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History of this topic

Expert view: India’s growth story remains strong; Trump’s policies may boost China+1 strategy, says Mandal of Marcellus
1 week, 1 day ago

Expert view: India’s growth story remains strong; Trump’s policies may boost China+1 strategy, says Mandal of Marcellus

Live Mint  

Expert view: Arindam Mandal, the head of global equities at Marcellus, remains confident about India’s long-term structural growth story. In an interview with Mint, Mandal shares his views on the Indian stock market, the US Fed's rate reduction cycle and explains what key factors Indian investors should consider before investing in developed market equities. While Trump’s trade policies are aimed …

Indian stock market shows resilience, growth potential amid cautiously optimistic outlook — expert advice
2 weeks, 2 days ago

Indian stock market shows resilience, growth potential amid cautiously optimistic outlook — expert advice

Live Mint  

The Indian stock market has recently demonstrated remarkable resilience, exhibiting a bounce back from periods of consolidation led by uncertainty by economic slowdown and premium valuations. FED Chair speech and recent minutes, which show confidence in the easing of inflation, could sway market sentiments positively. The positive performance of these sectors underscores the market's confidence in the long-term growth prospects …

Indian stock markets review 2024: A tale of two halves
Trending News
2 weeks, 2 days ago

Indian stock markets review 2024: A tale of two halves

Live Mint  

It has been a tumultuous year for India's stock markets. On the global stage While global economic headwinds and rising geopolitical tensions have cast a shadow over global markets, India has managed to hold its own and outperform several emerging market peers. Shifting dynamics This year, foreign portfolio investors started withdrawing funds from Indian equities and pivoted to China after …

Indian stock market: 8 key things that changed for market overnight - Gift Nifty, Tesla stock price rally to oil prices
1 month ago

Indian stock market: 8 key things that changed for market overnight - Gift Nifty, Tesla stock price rally to oil prices

Live Mint  

Indian stock market: The domestic equity benchmark indices, Sensex and Nifty 50, are expected to see positive opening on Tuesday following gains in global equities. Asian markets traded higher, while the US stock market ended mixed overnight, with the Nasdaq and S&P 500 closing higher. On Monday, the Indian stock market indices ended lower, extending their losing streak to the …

It takes corporate earnings, not crowds, to sustain a stock market boom
1 month, 1 week ago

It takes corporate earnings, not crowds, to sustain a stock market boom

Live Mint  

The Indian stock market has been in the global spotlight for what The Economist has called the “largest-ever experiment in participatory capitalism." As share indices hit one peak after another over the past five years, attracting retail interest, India’s investor base has grown explosively. Likewise, a large chunk of the 101.2 million mutual fund accounts linked with Systematic Investment Plans, …

23 Nifty 50 stocks plunge up to 37% from one-year highs; IndusInd Bank, Tata Motors among the worst hit
1 month, 1 week ago

23 Nifty 50 stocks plunge up to 37% from one-year highs; IndusInd Bank, Tata Motors among the worst hit

Live Mint  

November has so far not offered any relief for Indian markets, as the selloff that began in October has persisted well into the current month. Additionally, foreign portfolio investors have been steadily pulling out of Indian markets since late September, which has put sustained pressure on the Indian rupee, driving it to new record lows. Recent reports indicate that Foreign …

India's Markets Could Well Recover. But Not Because of What You Think
1 month, 1 week ago

India's Markets Could Well Recover. But Not Because of What You Think

The Quint  

This explains the current noise about the stock markets, but it doesn’t tell us why they are falling. To understand that we will have to take a closer look at the actual businesses behind share prices. Share prices might fluctuate depending on sentiment and the availability of money in the economy, but in the long run they track corporate profits. …

India Emerges as a Safe Haven for Global Investors Amid Market Uncertainty
1 month, 3 weeks ago

India Emerges as a Safe Haven for Global Investors Amid Market Uncertainty

Live Mint  

Global funds are turning to India as a haven amid financial market uncertainties caused by the US election. The country's bonds have been performing well, with its sovereign bonds remaining relatively stable despite a global selloff of US Treasuries. India's currency, the rupee, offers minimal volatility compared to other emerging market currencies, making it a popular destination for investors seeking …

Stock prices could slide but don’t expect it to happen one fine day
3 months, 3 weeks ago

Stock prices could slide but don’t expect it to happen one fine day

Live Mint  

Individual investors in India have taken to the stock market like never before. Now, if one were to plot this increase in unique investors against the NSE 500 index, one would see a strong correlation: as the stock market has gone from strength to strength, it has attracted newer investors. As new investors have bought stocks, the stock market has …

Understanding bull run in BSE
8 months, 2 weeks ago

Understanding bull run in BSE

Hindustan Times  

The combined market cap of stocks listed on the Bombay Stock Exchange touched ₹400 lakh crore for the first time on Monday. BSE crossing the ₹400 lakh crore market-cap milestone is yet another addition to the rise and rise of Indian equity markets. There is good reason to believe that the ongoing equity market bull run is also symptomatic of …

Vantage | Should you be worried about India's stock market crash?
9 months, 1 week ago

Vantage | Should you be worried about India's stock market crash?

Firstpost  

There is no major cause for concern; market fluctuations do not impact India’s growth story On Wednesday, Indian stocks took a dive. India’s market regulator has asked mutual funds to conduct stress tests and disclose the results by Friday. So there is no major cause for concern; market fluctuations do not impact India’s growth story. There is a large influx …

Global Trends, Currency Movements To Drive Markets, Say Analysts
10 months ago

Global Trends, Currency Movements To Drive Markets, Say Analysts

ABP News  

Global factors will majorly drive the Indian stock markets this week, as the earnings season ends, analysts stated. Market sentiment would be dominated by crude oil prices, movement in the Indian rupee, and the meeting minutes from the US Federal Reserve scheduled to be released in the week, the experts said. Commenting on the stock market behaviour last week, Ajit …

Why Indian stock market fell on Monday — explained with 5 reasons
1 year, 2 months ago

Why Indian stock market fell on Monday — explained with 5 reasons

Live Mint  

As Israel-Hamas war entered 17th day after its outbreak on 7th October 2023, Indian stock market continue to remain under the grip of bears for fourth straight session during Monday deals. According to stock market experts, Israel-Hamas war entering 17th day, continuous selling by FIIs, rising crude oil fueling inflation pressure, strong dollar and 10-year yield on US Treasuries hit …

This market bull run is no hot air balloon
1 year, 5 months ago

This market bull run is no hot air balloon

Hindustan Times  

Stock markets make headlines when they either throw a tantrum and crash dramatically or reach lifetime highs. Gaining a breathless 16% from March 24 to July 17, with Sensex hitting a new high at 66,589.9 points on Monday, the Indian stock markets are on a bull run. While there is one set of very smug systematic investment plan investors nodding …

Franklin Templeton bullish on Indian market; here’s what it says
1 year, 7 months ago

Franklin Templeton bullish on Indian market; here’s what it says

Live Mint  

While the Indian market has been underperforming its top global peers this year so far, analysts at Franklin Templeton believe the situation appears to be changing and investors are taking another look at Indian equities thanks to the country's resilient economy and slightly comfortable valuation of stocks after the recent underperformance. In a note on May 9, Sukumar Rajah, Senior …

Jefferies’ Christopher Wood explains why Indian stock markets are underperforming
1 year, 11 months ago

Jefferies’ Christopher Wood explains why Indian stock markets are underperforming

Live Mint  

High valuation and FII selling are some of the reasons for underperformance of Indian stock markets at the start of this year, according to Christopher Wood, the Global Head of Equity Strategy at Jefferies, though he remains positive on Indian equities. Though Indian domestic demand story remains rock solid, challenge for stock markets remains high valuations, writes Christopher Wood in …

2022 in review: Eight key factors that moved stock market this year
1 year, 11 months ago

2022 in review: Eight key factors that moved stock market this year

Live Mint  

December 30 was the first trading session of the January 2023 F&O expiry series, but the last trading session of year 2022. Despite geopolitical uncertainties, high global inflation and consistent selling by foreign investors in India, domestic flows remained resilient helping the benchmark indices hit new all-time highs this year. Global Inflation Global central banks had kept a loose monetary …

India stock markets: Why are foreigners back in buying mode?
2 years, 4 months ago

India stock markets: Why are foreigners back in buying mode?

Live Mint  

Foreigners are returning to Indian stocks after dumping them in the first half as they look for higher returns amid expectations that major central banks will slow their hiking cycles as price pressures ease. Since mid-June, India's major stock index has surged 11.5%, which compares with the MSCI World index's gain of 6%, and MSCI Emerging Market index's decline of …

Is there any silver lining for the markets amid current turmoil?
2 years, 6 months ago

Is there any silver lining for the markets amid current turmoil?

Business Standard  

The BSE Sensex and the Nifty50 indices rose for the first time in seven days yesterday, as markets looked to stabilise after last week’s blow. According to Motilal Oswal Financial Services, the MSCI India index has gained 7% in the past year whereas the MSCI emerging market index has corrected 22%. Naveen Kulkarni, Chief Investment Officer, Axis Securities says DIIs …

Decoded | What's behind D-Street's stellar performance since 2020
3 years, 4 months ago

Decoded | What's behind D-Street's stellar performance since 2020

India Today  

Indian stock markets have been enjoying a stellar run since 2021 and are performing even better this year. Read | Sensex, Nifty at record high: How investors are benefiting from strong market rally So, how have the benchmark stock market indices performed so well despite the dismal state of economic recovery? Let’s find out: FACTORS BEHIND STELLAR RUN Since last …

Raghav's Take: Why Stocks Are at Lifetime Highs When Economy Is at Its Weakest?
3 years, 5 months ago

Raghav's Take: Why Stocks Are at Lifetime Highs When Economy Is at Its Weakest?

The Quint  

While there are and always will be several complex intersections to explain sky-high stock markets, I would zero in on a few critical and core factors. Indian stock markets, too, have been buoyed by this unrelenting inflow of dollars, shoving forex reserves to well above USD 600 billion. But India is also host to a unique and accelerating phenomenon that …

BJP’s three-fold economic challenge in the run-up to 2024
3 years, 5 months ago

BJP’s three-fold economic challenge in the run-up to 2024

Hindustan Times  

The cabinet reshuffle on July 7 comes almost at the half-way point of the second term of the Modi government. The reshuffle has come on the back of a series of adverse events for the Bharatiya Janata Party -led government: India’s largest ever economic contraction in 2020-21, a devastating second wave of the Covid-19 pandemic, a shock defeat for the …

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