Tuesday, February 25, 2025

Up to 28% fall in one month. Will US stagflation mean more bad news for Indian IT stocks?

The sharp drop in US consumer sentiment and persistent inflation concerns have triggered a selloff in Indian IT stocks, which have fallen up to 28% in a month. On Monday, IT stocks fell sharply on concerns over US stagflation as the world's largest economy remains critical to the performance of the domestic tech stocks. Experts cite tariff concerns, weak earnings, and FII outflows as key risks but recommend accumulating large-cap IT stocks for long-term stability.

from Economic Times https://ift.tt/fAkRhgI

Tuesday, February 18, 2025

Small and midcap stocks may face volatility, but long-term returns still strong: Vikas Khemani

​Every day there was some negative news flow, global concern, geopolitical concern, inflation concern, oil prices, commodity, everything was kind of uncertain. But if you look at in that period, whether you bought smallcaps or largecaps, that vintage really delivered great return on 23 and 24.

from Economic Times https://ift.tt/NMag2Hn

Friday, February 14, 2025

"If Trump can truly convince Putin to stop Ukraine aggression, it's great news": French President Emmanuel Macron

French President Macron discussed with Ukrainian President Zelenskyy the possibility of Trump convincing Putin to halt aggression in Ukraine. Macron emphasized that Ukrainians should lead peace talks. Zelenskyy stressed the need for a joint US-Europe strategy for just peace. Trump and Putin agreed to start negotiations to end the Ukraine conflict.

from Economic Times https://ift.tt/wvph0iS

Vikas Khemani on key triggers that will shape the market’s next big move

Most people kind of turned bearish on global concerns, oil prices. So, people tend to kind of extrapolate more bad news. So that has happene...