Meanwhile, this earnings season has thrown up an interesting development—a set of businesses whose financial turnarounds have arrived just as the market’s mood has improved. That synchronization matters. When profits turn after a stock has already rerated, the payoff is limited. But when operational improvement coincides with a sentiment shift, markets tend to respond disproportionately….
United States President Donald Trump reacted to the US stock markets roaring back on Friday, slamming Democrats and crediting his tariffs imposed on other countries as the reason for the surge. Tech stocks recovered much of their losses as the Dow Jones index surged passed the 50,000 mark for the first time in history. The…
Globally, Indian equities lagged their East Asian peers, with the South Korean and Taiwanese markets outperforming sharply, posting weekly gains of about 4% and 3%, respectively. The divergence was driven largely by valuation-led sector rotation and strong rallies in technology and semiconductor stocks in those markets, where India has limited representation, said Robin Arya, founder…
