[ad_1] Oaktree Capital Management Co-Chairman Howard Marks said an investor who is not confident about making risky bets and can’t be a high-level thinker, should simply settle for participating in the “growing Indian miracle”. While speaking at the Moneycontrol Global Wealth Summit 2025, Marks said it would be a pretty good thing to even be […]
Ashmore CEO: Investor shift from India to China is temporary – CNBC TV18
[ad_1] The recent outflow of foreign capital from India to China is not permanent, as investors will eventually rebalance their portfolios, said Mark Coombs, CEO of Ashmore Group, at the Moneycontrol Global Wealth Summit 2025. Coombs said valuations played a major role in the fund outflows, as India’s stock market had become relatively expensive. “China […]
BJP storms to power in Delhi; How stock markets may react on Monday – CNBC TV18
[ad_1] The Bharatiya Janata Party’s (BJP) resounding victory in the Delhi Assembly Elections 2025, marking its return to power in 27 years, will likely boost investor sentiment when markets reopen on Monday. Analysts predict a gap-up opening although they caution that global factors, including US trade policies, could temper the rally. Company Value Change %Change […]
CLSA not expecting big returns in 2025, sees single-digit gains for Indian market – CNBC TV18
[ad_1] Vikash Kumar Jain, India Strategist and Head of Research at CLSA, shared his outlook for the Indian market in 2025, stating that he is not gunning for big returns this year, would be happy with single-digit returns for Indian market. Jain said, “We need bond yields to not go much higher and also, at […]
‘Start buying Indian stocks selectively’, says Bernstein; Check its 2025 Nifty target – CNBC TV18
[ad_1] After cautioning on macro and earnings risks all through 2024, brokerage firm Bernstein has turned constructive on Indian equities and is advising investors to “selectively start buying” Indian stocks. Company Value Change %Change In a note released on Thursday, January 2, Bernstein said that the current quarter is the most critical for the markets […]
Market correction nearing end; new highs likely in new year, says Ramesh Damani – CNBC TV18
[ad_1] At CNBC TV18’s Indian Business Leader Awards (IBLA) 2024, veteran market investor Ramesh Damani shared an optimistic outlook on Indian markets, predicting that the ongoing correction is nearing its end and new highs are within reach. Company Value Change %Change “If you look at the quality of the advance and the new highs made, […]
US markets, Elon Musk’s Tesla and bitcoin buoyed by Trump’s win – CNBC TV18
[ad_1] The US stock market, Elon Musk’s Tesla, banks and bitcoin are all storming higher Wednesday as investors bet on what Donald Trump’s return to the White House will mean for the economy and world. Among the losers the market sees: the Mexican peso, solar-power companies and potentially anyone worried about higher inflation. The S&P […]
Explained: How US election outcome could affect global and Indian markets – CNBC TV18
[ad_1] With the 2024 US presidential election underway, global markets are on edge, awaiting the outcome of the fierce competition between Kamala Harris and Donald Trump. Each candidate’s distinct vision on trade, immigration, and economic policy could bring vastly different implications for global investors and industries. From energy to technology, sectors worldwide are closely assessing […]
Fed Cuts Rates: Will this fuel foreign flows into Indian markets? – CNBC TV18
[ad_1] The US Federal Reserve on Wednesday night cut interest rates for the first time in four years. This move may lead to increased foreign inflows into Emerging Markets like India, according to historical trends. The last instance of the Fed cutting rates during the Covid-19 pandemic in 2020 resulted in inflows worth $23.4 billion […]