Policy Pivots: How Global and Indian Decisions Drive Stock Volatility
Central banks worldwide, led by the US Federal Reserve and European Central Bank, have shaped equity markets through aggressive rate cuts in 2025 amid cooling inflation and recession fears. The Fed’s three consecutive 25-basis-point reductions since September have fueled a tech-led rally on the S&P 500, boosting valuations for growth stocks while pressuring bank margins. […]
Read MoreIndia and Global Markets: Economic Resilience Amid Shifting Tides
India’s economy continues to demonstrate robust growth, with Q3 2025 GDP surging 7.4% year-over-year, outpacing expectations and solidifying its trajectory toward becoming the world’s fourth-largest economy by surpassing Japan, per IMF projections. Retail inflation has eased to a multi-year low of 3.34% in March 2025, supported by effective RBI policies, while exports rose 6% to […]
Read MoreTech, Metals and Autos Lead Year-End Sector Rally While Rate-Sensitive Plays Lag
Tech and banking powered a broad-based rally in equity markets this week, with sector indices in India and the US pushing closer to record territory as investors rotated back into growth and cyclicals. Indian benchmarks advanced with Nifty sectoral data showing strong gains in IT, metals, autos, and capital goods, supported by upbeat global cues […]
Read MoreIndian Market Update
Indian Stock Market Flat Near Record Highs: Metals Gain, IT Dips Amid Consolidation Indian benchmark indices Sensex and Nifty are trading flat near record highs around 85,500–85,600 and 26,150–26,200 respectively, in a low-volume year-end consolidation phase amid subdued volatility and sector rotation. Metals like Hindustan Copper and Hindustan Zinc lead gains on global commodity strength, […]
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