Nishanth Vasudevan

Investors are increasingly holding cash due to concerns over high share valuations and market excesses. Despite criticism, including from Warren Buffett, many prefer the safety of cash or equivalents. Experienced investors are particularly cautious, while newer ones remain bullish. Cash holdings offer a cushion against potential market downturns.

India's primary market is set to witness back-to-back billion-dollar IPOs, including Hyundai's record-breaking Rs 25,000 crore issue. With heavyweights like Swiggy and Afcons Infrastructure also preparing to go public, investors are closely watching the potential market impact. Will these big IPOs sail through smoothly, or are we looking at short-term market disruptions? Join host Nishanth Vasudevan, as he discusses the road ahead with Aditya Sood, Fund Manager at Incred Asset Management, on this episode of The Morning Brief.

With Chinese equities being among the cheapest globally, they have sparked renewed interest from value investors. But with past rallies fizzling out, will this time be different? Host Nishanth Vasudevan talks with Manish Bhandari of Vallum Capital Advisors discuss the historical patterns of Chinese market rallies, the government’s efforts to rebuild trust, and how China’s evolving economic strategies could impact global markets, including India.

The selloff in October is in contrast to their activity in the rest of 2024. So far this month, foreigners have sold stocks worth ₹6,100 crore daily on average. They were buyers to the tune of ₹500 crore daily on average between January and September.

When you start to look past the US today, there's a good argument that the most interesting market is India. Now the question will be the extent of the opportunity and the durability. If supportive policies continue and if corporates can grow their investments, this could be a fundamentally game-changing cycle

When you start to look past the US today, there's a good argument that the most interesting market is India. Now the question will be the extent of the opportunity and the durability. If supportive policies continue and if corporates can grow their investments, this could be a fundamentally game-changing cycle

In an interview with ET, brokerage Upstoxs top management shared their view on the impact of new derivative norms.

The Securities and Exchange Board of India's (Sebi) policy that came into effect in October 2021 required senior officials and the investment team of mutual funds to lock in 20% of their take-home salary in schemes managed or overseen by them to help align the interests of key employees with those of the unitholders.

Synopsis For US bond markets, the determining factor will be the fiscal plans as opposed to the campaign promises. There are two elements to what happens in bond markets, what the Fed does and very importantly, at this point, what the fiscal authority is doing.

Initially, I was a little worried about what foreigners would do given the lower earnings growth. They have sold about ₹1.5 lakh crore but the Nifty has fallen only about 1,200 points. And now they are also tired of selling.