Will Samvat 2082 deliver stronger returns after a volatile year for equities?
https://economictimes.indiatimes.com/markets/stocks/news/will-samvat-2082-deliver-stronger-returns-after-a-volatile-year-for-equities/articleshow/124731371.cms
Indian equities saw modest gains in Samvat 2081 after a previous year's rally, with domestic investors supporting the market amidst foreign selling. As Samvat 2082 begins, positive sentiment is returning, driven by hopes of GST simplification and RBI liquidity. Experts anticipate better returns this year, with opportunities in banking, consumption, and domestic-focused sectors.
https://economictimes.indiatimes.com/markets/stocks/news/will-samvat-2082-deliver-stronger-returns-after-a-volatile-year-for-equities/articleshow/124731371.cms
Indian equities saw modest gains in Samvat 2081 after a previous year's rally, with domestic investors supporting the market amidst foreign selling. As Samvat 2082 begins, positive sentiment is returning, driven by hopes of GST simplification and RBI liquidity. Experts anticipate better returns this year, with opportunities in banking, consumption, and domestic-focused sectors.
Trader says asset class correlation looks weird
https://economictimes.indiatimes.com/markets/stocks/news/trader-says-asset-class-correlation-looks-weird/articleshow/124731410.cms
Equity markets are experiencing an unusual rally, with indexes and gold reaching record highs despite ongoing concerns. Volatility remains low, retail buying is strong, and AI spending continues to surge, defying historical correlations. Traders are puzzled by this 'weird' market behavior, questioning if recent gains are a temporary blip or a more significant warning.
https://economictimes.indiatimes.com/markets/stocks/news/trader-says-asset-class-correlation-looks-weird/articleshow/124731410.cms
Equity markets are experiencing an unusual rally, with indexes and gold reaching record highs despite ongoing concerns. Volatility remains low, retail buying is strong, and AI spending continues to surge, defying historical correlations. Traders are puzzled by this 'weird' market behavior, questioning if recent gains are a temporary blip or a more significant warning.
Goldman basket shows painful month for shorts
https://economictimes.indiatimes.com/markets/stocks/news/goldman-basket-shows-painful-month-for-shorts/articleshow/124731432.cms
US stocks are seeing aggressive buying as short-sellers are caught in a squeeze. This surge is happening despite lingering uncertainty around trade talks and Federal Reserve policy. Investors are covering their short positions, pushing the market higher. However, this rally might not reflect the true economic outlook. Traders are now increasing protection against downturns, indicating a shift in market sentiment.
https://economictimes.indiatimes.com/markets/stocks/news/goldman-basket-shows-painful-month-for-shorts/articleshow/124731432.cms
US stocks are seeing aggressive buying as short-sellers are caught in a squeeze. This surge is happening despite lingering uncertainty around trade talks and Federal Reserve policy. Investors are covering their short positions, pushing the market higher. However, this rally might not reflect the true economic outlook. Traders are now increasing protection against downturns, indicating a shift in market sentiment.
'Widow-maker' trade becomes a world beater as Japan bonds sink
https://economictimes.indiatimes.com/markets/bonds/widow-maker-trade-becomes-a-world-beater-as-japan-bonds-sink/articleshow/124731449.cms
The 'widow-maker' trade, shorting Japanese government bonds, is now highly profitable after years of losses. JGBs have seen significant declines this year, driven by rate hike bets and fiscal spending fears. This strategy has become a top performer in global bond markets.
https://economictimes.indiatimes.com/markets/bonds/widow-maker-trade-becomes-a-world-beater-as-japan-bonds-sink/articleshow/124731449.cms
The 'widow-maker' trade, shorting Japanese government bonds, is now highly profitable after years of losses. JGBs have seen significant declines this year, driven by rate hike bets and fiscal spending fears. This strategy has become a top performer in global bond markets.
Has Muhurat trading set the tone for a bullish Samvat 2082?
https://economictimes.indiatimes.com/markets/stocks/news/has-muhurat-trading-set-the-tone-for-a-bullish-samvat-2082/articleshow/124731477.cms
Indian stock markets began the new Samvat year with gains. Experts anticipate double-digit returns in the coming year. This optimism is fueled by ample liquidity and expected consumption growth. A resolution of tariff issues is also a key factor. Foreign investors may engage in short-covering rallies. The market closed higher in special Muhurat trading.
https://economictimes.indiatimes.com/markets/stocks/news/has-muhurat-trading-set-the-tone-for-a-bullish-samvat-2082/articleshow/124731477.cms
Indian stock markets began the new Samvat year with gains. Experts anticipate double-digit returns in the coming year. This optimism is fueled by ample liquidity and expected consumption growth. A resolution of tariff issues is also a key factor. Foreign investors may engage in short-covering rallies. The market closed higher in special Muhurat trading.
Gold, silver extend losses after gold’s biggest slump in 12 years
https://economictimes.indiatimes.com/markets/commodities/news/gold-silver-extend-losses-as-equity-rally-stalls/articleshow/124731603.cms
Gold and silver experienced significant plunges from record highs, driven by profit-taking and concerns of market bubbles. Asian stocks fluctuated as Wall Street's rally showed fatigue. Despite recent de-risking, equity exposure remains high, with analysts anticipating healthy pullbacks.
https://economictimes.indiatimes.com/markets/commodities/news/gold-silver-extend-losses-as-equity-rally-stalls/articleshow/124731603.cms
Gold and silver experienced significant plunges from record highs, driven by profit-taking and concerns of market bubbles. Asian stocks fluctuated as Wall Street's rally showed fatigue. Despite recent de-risking, equity exposure remains high, with analysts anticipating healthy pullbacks.
Stock Market Holiday: Are NSE, BSE open or closed today for Diwali Balipratipada?
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-holiday-are-nse-bse-open-or-closed-today-for-diwali-balipratipada/articleshow/124731626.cms
Indian stock markets will be closed on Wednesday, October 22, for Diwali Balipratipada. This follows a symbolic Muhurat trading session that marked the start of Samvat 2082. Normal trading will resume on Thursday, October 23. Market experts anticipate a profit-led revival for equities in the new Samvat year. Corporate profit recovery is key to market performance.
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-holiday-are-nse-bse-open-or-closed-today-for-diwali-balipratipada/articleshow/124731626.cms
Indian stock markets will be closed on Wednesday, October 22, for Diwali Balipratipada. This follows a symbolic Muhurat trading session that marked the start of Samvat 2082. Normal trading will resume on Thursday, October 23. Market experts anticipate a profit-led revival for equities in the new Samvat year. Corporate profit recovery is key to market performance.
Wall Street ends mixed as earnings lift the Dow
https://economictimes.indiatimes.com/markets/stocks/news/wall-street-ends-mixed-as-earnings-lift-the-dow/articleshow/124731754.cms
US stocks saw a mixed close Tuesday. The Dow Jones Industrial Average led gains, driven by strong earnings in industrials and capital goods. Other sectors experienced mixed performance. Investors are closely watching upcoming earnings reports from major companies. The market shows a degree of indecision as it hovers near record highs.
https://economictimes.indiatimes.com/markets/stocks/news/wall-street-ends-mixed-as-earnings-lift-the-dow/articleshow/124731754.cms
US stocks saw a mixed close Tuesday. The Dow Jones Industrial Average led gains, driven by strong earnings in industrials and capital goods. Other sectors experienced mixed performance. Investors are closely watching upcoming earnings reports from major companies. The market shows a degree of indecision as it hovers near record highs.
Gold extends retreat from record high; US inflation data in focus
https://economictimes.indiatimes.com/markets/commodities/news/gold-extends-retreat-from-record-high-us-inflation-data-in-focus/articleshow/124731769.cms
Gold took a dip on Wednesday, driven by investors who are securing profits from a recent upswing. All eyes are now on the impending U.S. inflation data, a critical factor for the Federal Reserve's interest rate strategies.
https://economictimes.indiatimes.com/markets/commodities/news/gold-extends-retreat-from-record-high-us-inflation-data-in-focus/articleshow/124731769.cms
Gold took a dip on Wednesday, driven by investors who are securing profits from a recent upswing. All eyes are now on the impending U.S. inflation data, a critical factor for the Federal Reserve's interest rate strategies.
Early consumer earnings make the wealth effect clear
https://economictimes.indiatimes.com/markets/stocks/earnings/early-consumer-earnings-make-the-wealth-effect-clear/articleshow/124731782.cms
Prominent brands like Coke, 3M, General Motors, and Philip Morris are witnessing a notable strength in consumer spending. However, this strength is not universal. Affluent shoppers are driving economic growth with their spending, whereas consumers on the lower end of the income spectrum are struggling.
https://economictimes.indiatimes.com/markets/stocks/earnings/early-consumer-earnings-make-the-wealth-effect-clear/articleshow/124731782.cms
Prominent brands like Coke, 3M, General Motors, and Philip Morris are witnessing a notable strength in consumer spending. However, this strength is not universal. Affluent shoppers are driving economic growth with their spending, whereas consumers on the lower end of the income spectrum are struggling.
Global investors like the new-look Japan government, for now
https://economictimes.indiatimes.com/markets/stocks/news/global-investors-like-the-new-look-japan-government-for-now/articleshow/124731845.cms
Japan's financial landscape is becoming a hotspot for investors once more, thanks to an invigorated government promising fiscal stimulus and tax incentives. Global fund managers are enticed by the prospect of diversifying their portfolios away from the inflated markets of the U.S. and Europe.
https://economictimes.indiatimes.com/markets/stocks/news/global-investors-like-the-new-look-japan-government-for-now/articleshow/124731845.cms
Japan's financial landscape is becoming a hotspot for investors once more, thanks to an invigorated government promising fiscal stimulus and tax incentives. Global fund managers are enticed by the prospect of diversifying their portfolios away from the inflated markets of the U.S. and Europe.
US Fed to trim rates twice more this year; 2026 rate path very unclear
https://economictimes.indiatimes.com/markets/stocks/news/us-fed-to-trim-rates-twice-more-this-year-2026-rate-path-very-unclear/articleshow/124731875.cms
Economists polled by Reuters anticipate the Federal Reserve will implement two 25-basis-point interest rate cuts this year, with the first expected next week. This shift in forecast reflects a growing concern among policymakers about the labor market's weakening, despite ongoing inflation risks. However, significant division exists regarding the Fed's rate trajectory by the end of next year.
https://economictimes.indiatimes.com/markets/stocks/news/us-fed-to-trim-rates-twice-more-this-year-2026-rate-path-very-unclear/articleshow/124731875.cms
Economists polled by Reuters anticipate the Federal Reserve will implement two 25-basis-point interest rate cuts this year, with the first expected next week. This shift in forecast reflects a growing concern among policymakers about the labor market's weakening, despite ongoing inflation risks. However, significant division exists regarding the Fed's rate trajectory by the end of next year.
Oil maintains gains on supply risks and US plan to refill strategic reserves
https://economictimes.indiatimes.com/markets/commodities/news/oil-maintains-gains-on-supply-risks-and-us-plan-to-refill-strategic-reserves/articleshow/124731895.cms
Oil prices are experiencing a second day of increases, spurred by sanctions and evolving trade negotiations. After recently touching a five-month low, the US has set its sights on acquiring oil to enhance its strategic reserves. Market hesitations persist as supply issues in vital regions continue to inhibit price declines. As the US-China trade talks unfold, investors remain vigilant.
https://economictimes.indiatimes.com/markets/commodities/news/oil-maintains-gains-on-supply-risks-and-us-plan-to-refill-strategic-reserves/articleshow/124731895.cms
Oil prices are experiencing a second day of increases, spurred by sanctions and evolving trade negotiations. After recently touching a five-month low, the US has set its sights on acquiring oil to enhance its strategic reserves. Market hesitations persist as supply issues in vital regions continue to inhibit price declines. As the US-China trade talks unfold, investors remain vigilant.
Yen climbs as gold plunge triggers market volatility
https://economictimes.indiatimes.com/markets/forex/yen-climbs-as-gold-plunge-triggers-market-volatility/articleshow/124732303.cms
During the initial phase of Asian trading, the U.S. dollar faced a decline coinciding with a notable decrease in gold prices. This scenario induced a reshuffling among safe-haven investments, with the yen depreciating against the dollar. Overall market volatility surged, yet the dollar index showed resilience.
https://economictimes.indiatimes.com/markets/forex/yen-climbs-as-gold-plunge-triggers-market-volatility/articleshow/124732303.cms
During the initial phase of Asian trading, the U.S. dollar faced a decline coinciding with a notable decrease in gold prices. This scenario induced a reshuffling among safe-haven investments, with the yen depreciating against the dollar. Overall market volatility surged, yet the dollar index showed resilience.
Real Estate emerges as preferred asset class despite strong equity and Gold markets: Abhay Kumar Mishra
https://economictimes.indiatimes.com/markets/digital-real-estate/realty-news/real-estate-emerges-as-preferred-asset-class-despite-strong-equity-and-gold-markets-abhay-kumar-mishra/articleshow/124731708.cms
Real estate is reclaiming its investment spotlight this Diwali, driven by festive sentiment, attractive home loan rates, and RBI's rate cuts. Premium and upper mid-income housing segments in Tier-1 and Tier-2 cities are witnessing strong demand from both end-users and investors seeking stable, long-term returns and enhanced lifestyle amenities.
https://economictimes.indiatimes.com/markets/digital-real-estate/realty-news/real-estate-emerges-as-preferred-asset-class-despite-strong-equity-and-gold-markets-abhay-kumar-mishra/articleshow/124731708.cms
Real estate is reclaiming its investment spotlight this Diwali, driven by festive sentiment, attractive home loan rates, and RBI's rate cuts. Premium and upper mid-income housing segments in Tier-1 and Tier-2 cities are witnessing strong demand from both end-users and investors seeking stable, long-term returns and enhanced lifestyle amenities.
FII flows poised for comeback as India’s wall of worry turns into a low fence, says Alok Agarwal
https://economictimes.indiatimes.com/markets/expert-view/fii-flows-poised-for-comeback-as-indias-wall-of-worry-turns-into-a-low-fence-says-alok-agarwal/articleshow/124731644.cms
FII sentiment towards India is reviving due to macro stability and easing global uncertainties, suggesting a shift from "pause" to "play" for the market. Despite some economic slowdown indicators, strong corporate profits and potential consumption boosts point towards renewed foreign inflows and a potential bullish phase.
https://economictimes.indiatimes.com/markets/expert-view/fii-flows-poised-for-comeback-as-indias-wall-of-worry-turns-into-a-low-fence-says-alok-agarwal/articleshow/124731644.cms
FII sentiment towards India is reviving due to macro stability and easing global uncertainties, suggesting a shift from "pause" to "play" for the market. Despite some economic slowdown indicators, strong corporate profits and potential consumption boosts point towards renewed foreign inflows and a potential bullish phase.
Sensex zooms over 4,000 points in Diwali month: Is this the beginning of new bull run?
https://economictimes.indiatimes.com/markets/stocks/news/caption-dalal-street-roars-back-as-fiis-return-with-rs-7300-crore-boost/articleshow/124732943.cms
Dalal Street is experiencing a strong rebound, with the Sensex surging 5% in October driven by a significant return of foreign institutional investors. This rally, nearing all-time highs, has market veterans questioning if it signals a new bull cycle or a temporary festive surge, with earnings growth being a key determinant.
https://economictimes.indiatimes.com/markets/stocks/news/caption-dalal-street-roars-back-as-fiis-return-with-rs-7300-crore-boost/articleshow/124732943.cms
Dalal Street is experiencing a strong rebound, with the Sensex surging 5% in October driven by a significant return of foreign institutional investors. This rally, nearing all-time highs, has market veterans questioning if it signals a new bull cycle or a temporary festive surge, with earnings growth being a key determinant.
Stocks to buy in Samvat 2082: Over 70 names put together from top brokerages for your ease
https://economictimes.indiatimes.com/markets/stocks/news/stocks-to-buy-in-samvat-2082-over-70-names-put-together-from-top-brokerages-for-your-ease/slideshow/124733165.cms
https://economictimes.indiatimes.com/markets/stocks/news/stocks-to-buy-in-samvat-2082-over-70-names-put-together-from-top-brokerages-for-your-ease/slideshow/124733165.cms
Asian bonds face $5.48 billion outflow in September amid regional slowdown
https://economictimes.indiatimes.com/markets/stocks/news/asian-bonds-face-5-48-billion-outflow-in-september-amid-regional-slowdown/slideshow/124733142.cms
Asian bond markets saw their biggest outflows since March 2022, led by Indonesia and Malaysia, as fiscal instability, weak industrial output, and global demand slowdown dampened investor confidence.
https://economictimes.indiatimes.com/markets/stocks/news/asian-bonds-face-5-48-billion-outflow-in-september-amid-regional-slowdown/slideshow/124733142.cms
Asian bond markets saw their biggest outflows since March 2022, led by Indonesia and Malaysia, as fiscal instability, weak industrial output, and global demand slowdown dampened investor confidence.
Goldman Sachs sees 30% upside for China stocks through 2027
https://economictimes.indiatimes.com/markets/stocks/news/goldman-sachs-sees-30-upside-for-china-stocks-through-2027/articleshow/124733215.cms
According to Goldman Sachs, China's stock market is poised for an impressive ascent, potentially surging 30% by the close of 2027. This anticipated growth is turbocharged by favorable government strategies, rising corporate earnings, and burgeoning investor enthusiasm.
https://economictimes.indiatimes.com/markets/stocks/news/goldman-sachs-sees-30-upside-for-china-stocks-through-2027/articleshow/124733215.cms
According to Goldman Sachs, China's stock market is poised for an impressive ascent, potentially surging 30% by the close of 2027. This anticipated growth is turbocharged by favorable government strategies, rising corporate earnings, and burgeoning investor enthusiasm.