Declining oil intensity, rising exports signal sustainably lower real interest rates ahead; household wealth shift accelerates India’s improving macroeconomic fundamentals are creating conditions for a structural re-rating of the country’s equity markets,... Read more »
Investment bank cites favorable valuations, growth momentum as catalysts for 13% rally by December 2026 Morgan Stanley is positive on Indian equities projecting the BSE Sensex will reach 95,000 by December 2026,... Read more »
The Indian rupee’s recent tailspin spurred by the sharp sell-off in emerging market currencies, particularly the Turkish lira, has caught investors in a bind. The rupee’s fall breached the psychological Rs 70... Read more »
If you are looking for an indicator that may signals a market nearing its top, look at the 10-year g-sec yield. This indicator has zoomed to its highest point in the past... Read more »
Industry AUM up 24% YoY; declines marginally on MoM basis According to the Association of Mutual Funds in India (AMFI), the Assets Under Management (AUM) of the Indian mutual fund industry came... Read more »
The Nifty 50 has broken past the 10,000 mark in style. But that does not mean that the champagne party will continue forever. While the liquidity-driven rally is continuing, thanks to domestic... Read more »