Expert view: Vinit Bolinjkar, Head of Research, Ventura, says the Indian stock market is volatile due to US tariffs and FII selling. In an interview with Mint, Bolinjkar says he is cautiously optimistic about Nifty EPS growth at 8-16% YoY—the strongest in 8 quarters—driven by earnings upgrades after five downgrade quarters, though global volatility caps…
Nitin Agarwal, CEO, Mutual Funds, InCred Money, believes the budget must encourage private sector investment while maintaining fiscal discipline. He says the government must adhere to current fiscal deficit targets even if it requires containing revenue expenditure growth. Apart from his Budget expectations, Agarwal also shared his views on the FII-DII trend, mutual funds, and…
Varun Goel, Senior Fund Manager at Mirae Asset Investment Managers (India), expects the government’s focus on infrastructure spending to continue in Budget 2026, with further impetus on roads, railways and green energy. In an interview with Mint, Goel shared his views on the Indian stock market outlook, Q3 earnings expectations and key risks facing the…
Rajat Chandak, Senior Fund Manager at ICICI Prudential AMC, is optimistic about the Indian stock market and believes global uncertainties may not derail the broader trajectory in the domestic market. In an interview with Mint, Chandak said that steady earnings growth and a supportive policy environment will help the Indian stock market navigate global headwinds….
Mihir Vora, chief investment officer at TRUST Mutual Fund, expects the Union Budget 2026 to strike a balance between growth and fiscal prudence. He anticipates a continued focus on infrastructure spending and a moderate path of fiscal consolidation. In an interview with Mint, Vora shared his views on the implications of a delayed India-US trade…
Transformers & Rectifiers, Elecon Engineering, Premier Energies, and Ather Energy were among 17 Nifty 500 stocks that ended last week with double-digit losses, as heightened geopolitical tensions and warnings of higher tariffs by US President Donald Trump weighed on investor sentiment. The Nifty 50 ended lower over the past five trading sessions, shedding a cumulative…
All eyes are on the US Supreme Court today as it prepares to rule on tariffs imposed by former US President Donald Trump on the country’s trade partners. The top court is expected to issue its order on Friday, having scheduled January 9 as an “opinion day,” which marks the first opportunity for a ruling…
Ola Electric, Force Motors, Hindustan Copper, and Steel Authority of India are among the 16 constituents of the Nifty 500 index that delivered double-digit gains last week, as the Indian stock market extended its weekly winning run to a second week, thanks to a sharp rally during Friday’s session. The Nifty 50 ended the week…
Stock market next week: The Indian stock market posted solid gains on Friday, January 2, driven by broad-based buying across sectors amid rising optimism ahead of the Q3 earnings season. The Sensex surged 573 points, or 0.67%, to close at 85,762.01. The Nifty 50 scaled an intraday all-time high of 26,340 before trimming gains to…
Indian stock market: The year 2025 proved to be a policy-driven and volatile year for global markets, shaped by tariff-related disruptions, shifting interest rate expectations, and heightened geopolitical risks. Global markets delivered strong returns in 2025, supported by an AI-driven rally, valuation re-rating and local policy support. Markets such as South Korea, Brazil and Japan…
