Over the five trading sessions ending August 29, the Sensex benchmark index recorded a 2.7% decline, closing at 79,809. This downward trend occurred in four of the last five sessions (August 22–29). During this period, 19 BSE large-cap stocks consistently posted losses across all five sessions. We have highlighted the top 10 major laggards, each […]
India Playbook 2025: Proposed tariff imposition from US punishes Indian market despite resilient economy
Despite Global equity markets cheering to talks between US & Russia & moving up 3% in the last month(Mid Jul-Mid Aug), Indian markets have underperformed the world with large cap being flat & Mid & Small cap falling 3% & 5% respectively. FIIs too who had put in almost $4bn (Apr-Jun) became net sellers in […]
S&P 500 ends lower as Dell and Nvidia drop
The S&P 500 ended down from record highs on Friday, with losses in Dell, Nvidia and other AI-related stocks, while investors parsed inflation data showing tariffs have started feeding into prices. Dell tumbled almost 9% and was among the deepest decliners in the S&P 500 after high manufacturing costs for AI-optimized servers and intensifying competition […]
Wall Street Week Ahead: US jobs data poses hurdle for rate-cut hopes, stocks rally
A U.S. labor market report late next week will give a crucial read into the economy’s health and test investors’ confidence that interest rate cuts are coming soon, a view that has helped lift U.S. equities to record-high levels. Last month’s release of surprisingly weak U.S. payrolls data raised expectations that the Federal Reserve will […]
Reliance Industries shares end over 2% lower on AGM day
Shares of Reliance Industries Ltd (RIL) slipped 2.32% lower to settle at Rs 1,355.45 on the BSE on Friday, even as Chairman Mukesh Ambani told shareholders at the conglomerate’s Annual General Meeting (AGM) that the much-awaited IPO of Reliance Jio, which could be the largest in the history of Dalal Street, would come in the […]
Retail to lead India’s next consumption wave: Milind Karmarkar
Consumption has long been the bedrock of India’s growth narrative. But as investors revisit the theme in light of rising per capita incomes and changing spending patterns, the big question is: where exactly should the bets be placed? According to Milind Karmarkar, veteran market expert, the answer lies in retail, not FMCG. “When we talk […]
Bank Nifty’s oversold zone could trigger sharp pullback: Nilesh Jain
After several sessions of underperformance, the Bank Nifty finally offered much-needed support to the broader market on Friday, raising hopes that benchmarks could manage to close in the green by the end of trade. Technical analyst Nilesh Jain pointed out that the Bank Nifty, which has lagged the Nifty throughout the August series, has now […]
Milind Karmarkar on Trent stock: A 10x growth story in the making – Trent: Long-Term Growth Story
Titan has successfully reinvented itself, moving from being a generational watch company to appealing strongly to younger audiences with new categories such as handbags. However, Karmarkar revealed that he has completely exited Titan. The main reason is the rise of lab-grown diamonds, which are chemically identical to natural diamonds, more environmentally friendly, and almost one-tenth […]
Market Wrap: Sensex falls 270 points, Nifty slips below 24,450 as RIL, tariff worries weigh
Indian benchmark indices Sensex and Nifty fell for a third straight session Friday, dragged down by Reliance Industries after its annual shareholder meeting and further pressured by investor unease over steep U.S. tariffs on Indian exports rolled out earlier this week. The BSE Sensex declined 270.92 points, or 0.34%, to finish at 79,809.65, while the […]
Look beyond tariffs; great potential in building materials, domestic pharma and chemicals: Sorbh Gupta
The recent 50% tariff US imposed on India has created nervousness in the equity markets, but the actual impact on company earnings will be limited, says Sorbh Gupta, Head of Equities at Bajaj Finserv AMC. According to Gupta, only about 2% of revenues of MSCI India are directly affected by the tariff. “The noise is […]