Experts estimate 50-100 basis points rate cut in 2025 after RBI’s MPC stance, says Geojit Fin Services’ Vinod Nair
1 month, 3 weeks 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 in economic growth, 5.4% Q3FY25 real GDP growth, reduction in inflation, and elevated bank rate, which held at 6.5% for the last 2years. Although the economic environment remains conducive to future economic growth, the stock market remains sceptical, as earnings growth is perceived subpar compared to historical trends. If earnings growth reverts to the long-term average of 15%, it could signal a potential recovery in equity market trends over the course of the year.

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History of this topic

Global markets today: What’s behind the US stock market’s 2-day slide? EXPLAINED with 5 key factors
2 weeks, 4 days ago

Global markets today: What’s behind the US stock market’s 2-day slide? EXPLAINED with 5 key factors

Live Mint  

The US stock market suffered losses for the second consecutive session on Tuesday, even though the magnitude of losses was less severe compared to what Wall Street witnessed on Monday. The market is trying to factor in the impact of US President Donald Trump's aggressive tariff policies against the country's trade partners. Donald Trump's aggressive tariff policy Trump is pushing …

How will Donald Trump’s tariff policy dictate Wall Street and global markets? EXPLAINED
Trending News
3 weeks, 4 days ago

How will Donald Trump’s tariff policy dictate Wall Street and global markets? EXPLAINED

Live Mint  

Trump tariffs impact: Wall Street's main indexes edged up on Wednesday, after better-than-expected services data allayed worries of a slowdown in the U.S. economy, while investors awaited a potential softer approach from President Donald Trump on trade policy. The S&P 500 was basically unchanged in morning trading after losing 6% since setting its all-time high last month and returning to …

Why are stock markets falling today, are Trump's tariffs to blame?
3 weeks, 5 days ago

Why are stock markets falling today, are Trump's tariffs to blame?

Hindustan Times  

US President Donald Trump's 25 per cent tariffs on goods from Mexico, Canada, and China, which take effect from Tuesday, March 4, 2025, has sent global financial markets falling. The Indian stock market in particular, tumbled upon opening on Tuesday, with the benchmark BSE Sensex dropping by 341.82 points or 0.47 per cent, reaching 72,744.12 and the broader NSE Nifty …

How long-term investors can benefit in Nifty, Sensex crash from record high? EXPLAINED
1 month, 1 week ago

How long-term investors can benefit in Nifty, Sensex crash from record high? EXPLAINED

Live Mint  

Indian stock market: Amid Trump's tariff remarks targeting sectors like steel, automobiles, pharmaceuticals, and semiconductor chips, the stock market is witnessing significant volatility. While explaining how long-term investors can benefit from Nifty, Sensex crash from record high, Subhash Chand Aggarwal, Chairman & Managing Director, SMC Global Securities Limited, said that stable economic growth, dedicated steps to push the export sector, …

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

10% earnings cut: Edelweiss AMC CIO sees a rebound only in second half of FY26
1 month, 1 week ago

10% earnings cut: Edelweiss AMC CIO sees a rebound only in second half of FY26

Live Mint  

As global markets navigate uncertainty, factors that could drive foreign capital into India would be the stability of the dollar, transparency on tariffs and trade barriers, and a strengthening earnings outlook, according to the investment head of Edelweiss Mutual Fund. This broad-based reduction suggests a gradual recovery, rather than an immediate rebound, he said, adding, “We anticipate earnings growth to …

Charting the Global Economy: US Inflation Picks Up Ahead of Tariffs
1 month, 2 weeks ago

Charting the Global Economy: US Inflation Picks Up Ahead of Tariffs

Live Mint  

-- US inflation picked up broadly at the start of the year, further diminishing chances the Federal Reserve will cut interest rates anytime soon. World Economists are warning the next stage of Donald Trump’s trade war would open new fronts across Asia, with India and Thailand among the nations most exposed to risks from the US president’s vow to impose …

Economy to cross $6 trillion in FY- 2031, predicts UBS Securities
2 months ago

Economy to cross $6 trillion in FY- 2031, predicts UBS Securities

New Indian Express  

Forecasting for a sustained 6.5 percent growth over the medium term, global brokerage UBS Securities has projected that Indian economy will almost double by financial year to become a $6 trillion plus from the $3.8 trillion this fiscal. The GDP will expand from $3.8 trillion in FY25 to $6 trillion-plus by FY31, Tanvee Gupta Jain, the chief economist at UBS …

India’s earnings growth mojo over emerging market peers is waning
2 months, 2 weeks 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 …

IMF MD forecasts ‘little weaker’ Indian economy in 2025 despite global growth, US trade policy in focus
2 months, 2 weeks 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 Stock Market 2025: Balancing challenges with strong growth prospects
2 months, 3 weeks 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 …

Brokerages see uncertain 2025 on worries over potential Trump tariffs
3 months, 1 week ago

Brokerages see uncertain 2025 on worries over potential Trump tariffs

Live Mint  

Dec 17 - Uncertainties around U.S. policies may slow global economic growth modestly in 2025, according to major brokerages. They expect U.S. President-elect Donald Trump's proposed tariffs to fuel volatility across global markets, spurring inflationary pressures and, in turn, limiting the scope for major central banks to ease monetary policy. World economies and equity markets have had a robust year, …

JPMorgan’s Head of Currency Trading Sees Trump Boosting Volumes
3 months, 2 weeks ago

JPMorgan’s Head of Currency Trading Sees Trump Boosting Volumes

Live Mint  

Donald Trump’s return to the White House is fueling a rise in currency trading volumes, according to JPMorgan Chase & Co., which sees his trade policies increasing attention on foreign-exchange markets. “When you have intense interest in FX markets, you’re going to get high volumes.” Trump’s pledges to cut taxes and enact high trade tariffs have been a major driver …

Market shrugs off concerns over weak growth numbers, Trump tariff threat
3 months, 4 weeks ago

Market shrugs off concerns over weak growth numbers, Trump tariff threat

New Indian Express  

Contrary to expectations that India’s equity market would react negatively to weak gross domestic product growth numbers, key benchmark indices—BSE Sensex and NSE Nifty 50—surged by over 0.50% each on Monday. Investors reaped significant gains as the market capitalisation of BSE-listed companies increased by ₹3.25 lakh crore, rising from ₹446.47 lakh crore in the previous session to ₹449.72 lakh crore. …

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25
4 months, 1 week 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 …

Trump’s win boosts confidence in US economy; Emerging markets concerned over strengthening dollar — expert advice
4 months, 2 weeks ago

Trump’s win boosts confidence in US economy; Emerging markets concerned over strengthening dollar — expert advice

Live Mint  

The Indian stock market was taking a beating in the last month,with funds reportedly shifting to other countries such as China and Japan. ‘Trumpononics’ policy This week, the stronger-than-expected mandate win for Trump has boosted the global equity market. Generally, today the US stock market is in a boom in anticipation of tax cuts and high government spending. The world …

US Election Results: 4 key factors that may impact Indian stock market as Trump eyes return to the White House
4 months, 3 weeks ago

US Election Results: 4 key factors that may impact Indian stock market as Trump eyes return to the White House

Live Mint  

Indian stock market's benchmark indices, Sensex and Nifty 50, rallied over 1% on Wednesday in response to the US election results 2024, which indicate a likely victory for Republican candidate and former President Donald Trump over Democratic candidate Kamala Harris. Foreign brokerage Nomura predicts that India may emerge as a relative beneficiary under Trump’s policies due to its domestic demand-driven …

Markets Ahead: Investors On Lookout For Q1 Earnings, Fed's Interest Rate Decision, Domestic PMI Data, Say Experts
8 months ago

Markets Ahead: Investors On Lookout For Q1 Earnings, Fed's Interest Rate Decision, Domestic PMI Data, Say Experts

ABP News  

Current earnings season, interest rate decision from the US Federal Reserve, and trading activity of the foreign institutional investors is expected to leave a major impact in the stock market in the coming week. On the domestic front, Q1 earnings will remain a key trigger, with many large companies scheduled to report their results.” Notably, the US Federal Reserve is …

RBI growth estimate “too optimistic,” will pivot to rate cuts in October: Nomura
1 year, 11 months ago

RBI growth estimate “too optimistic,” will pivot to rate cuts in October: Nomura

The Hindu  

Japanese brokerage Nomura on Friday said Reserve Bank of India's 6.5% real GDP growth estimate for FY24 is “too optimistic”, and the Central Bank will pivot to rate cuts from October. "However, the revised GDP growth forecast of 6.5% in FY24 appears too optimistic,” the brokerage said, adding that it estimates growth to slow down to 5.3% A slew of …

Bumps ahead: The Hindu Editorial on IMF’s 2022 India growth forecast
2 years, 11 months ago

Bumps ahead: The Hindu Editorial on IMF’s 2022 India growth forecast

The Hindu  

In its latest World Economic Outlook report, the IMF has pared global growth hopes for 2022 from 4.4% projected in January, to just 3.6%, a sharp decline from the estimate of 6.1% for 2021. Fresh pandemic-driven lockdowns in China’s key manufacturing and trade hubs also compound supply worries and could slow its own growth from 4.8% to 4.4% this calendar …

Fitch Ratings sees India growth slipping to 0.8% in FY21; says unparalled global recession underway
4 years, 11 months ago

Fitch Ratings sees India growth slipping to 0.8% in FY21; says unparalled global recession underway

Firstpost  

In its Global Economic Outlook, Fitch Ratings said India’s gross domestic product growth will slip to 0.8 percent for the year April 2020 to March 2021 as compared to an estimated 4.9 percent growth in the previous fiscal New Delhi: Fitch Ratings on Thursday slashed India’s economic growth projections to 0.8 percent in the current 2020-21 fiscal saying an unparalleled …

Market outlook: Large caps seen continuing their outperformance next year
5 years, 3 months ago

Market outlook: Large caps seen continuing their outperformance next year

Live Mint  

India’s largest stocks are likely to be winners again in 2020, after propelling the benchmark equity index to its fourth straight annual gain. “Investor focus is unlikely to shift soon from the few high-quality names which continue to steadily grow faster than the economy,” said Dipen Sheth, Mumbai-based head of institutional research at HDFC Securities Ltd. “The foreign flows, too, …

Growing economic worries leave markets in a bear hug
5 years, 6 months ago

Growing economic worries leave markets in a bear hug

Live Mint  

Mumbai: Indian stocks fell the most in nearly 11 months and the rupee weakened to the lowest level in more than nine months on Tuesday amid concerns that the nation’s economic slump will be deeper and more prolonged than earlier thought. The rupee weakened 1.3% to 72.39 a dollar, a level last seen on 13 November, as the slump in …

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