Nishanth Vasudevan

With the markets continuing to climb, there are worries about how sustainable the highs will be. Here's one perspective.

Investment strategist Kiril Sokoloff shares his optimism on India's economic potential, the uncertainties in the US economy, the impact of upcoming US elections, and the future of global currencies. He discusses the potential of Indian equities, the strength of China's technological advancements, the trajectory of oil prices, and the rising importance of gold and silver.

The US Federal Reserve has cut interest rates for the first time since March 2020, signaling a shift from monetary tightening to easing. This move is expected to impact global markets, including Indian equities, by potentially attracting foreign investments due to a weaker dollar and lower US bond yields.

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.