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Market outlook: What will dictate market trend this week?

The Q4 numbers and rising bond yields kept market sentiments subdued last week. Analysts expect the upcoming trading sessions to be volatile for equities as well because of global headwinds

IT stocks could underperform from here on

The fourth quarter corporate earnings season began this week with TCS and Infosys announcing their results. What does the results of the country’s top two IT companies signal for the industry?

Should you bet on new-age tech stocks in a rising interest rate regime?

After a lull, a rebound in the market has lifted new-age technology stocks off their lows in the last one month. Is the magic returning to new-age tech stocks or it’s a short-term euphoric overshoot?

Equities or bonds? Where to invest in a rising interest rate scenario

The RBI’s hawkish approach has taken markets by surprise. It has kicked-off a rate tightening cycle to tame inflation that spiked to 6.95% in March. What’re the investment options in this scenario?

Banks could shine in Q4 earnings season

While brokerages expect Q4 earnings of Nifty50 companies to hit record peak levels, the march is expected to be driven by banks and financials. Let’s dive into the Street expecting from Q4 results

Will the IT sector deliver a stellar show in Q4?

India Inc is all set to start the Q4 earnings season. IT major TCS will kick-start the season with its results later today. Will the sector’s performance be marred by the geo-political risks in Q4?

Markets strategy ahead of the Q4 result season

On Friday, the markets will track the RBI policy developments for cues on the future rate cycle and inflation forecast. Find out how the markets are placed ahead of the earnings season

What are equity and bond market investors expecting from RBI policy?

Inflation is soaring, but the RBI had refrained from raising interest rates. Will this week’s policy meeting be any different? Find out what the markets expect from governor Shaktikanta Das

Will India Inc see robust Q4 despite input cost pressure?

Against a tumultuous start to the year, India Inc’s March quarter results will start coming from next week. While earnings’ prospects have been shrouded by several headwinds, can we expect a surprise?

What does the HDFC-HDFC Bank merger mean for shareholders?

While the merger of HDFC twins will increase the bank’s product portfolio and ability to cross-sell, there are financial and regulatory concerns that investors should know. Find out in this report

Is the worst over for the markets?

Apart from the Ukraine-Russia war, high inflation and exit of easy money policy can be a risk for investors this fiscal. Can markets withstand turbulent times or is there a devil waiting in disguise?

Will rising interest rates and muted corporate earnings dampen FY23?

The ongoing war in Ukraine, hawkish global central banks, elevated crude oil prices, higher inflation and bond yields will be among the drivers impacting performance of markets in this financial year

Will dominance of small caps continue in FY23?

The frontline indices are set to close FY22 with a double-digit return. The dark horse was the small-cap segment that outperformed its larger peers. Will this dominance continue in FY23 as well?

Street’s favourite meme stock outperforms in March

Analysts are turning cautious on stocks of real estate companies due to soaring input costs. Meanwhile, ITC stock which remained comatose for months at a time when the markets were reaching for the

FY23 to set new IPO fundraise record

After a blockbuster last year, Indian primary market is set to break its record in the next fiscal year. Our next report does a quick check on what’s in store for the primary markets in FY23

More pain ahead for FMCG stocks as input costs bite

Despite being considered a safe bet in a choppy market, investors have dumped FMCG stocks in the past few months. Let’s find out what is pushing investors away from these counters

Indian equities not a bargain buy at the current levels: Dan Fineman

Business Standard’s Puneet Wadhwa spoke to Dan Fineman, Co-head of APAC Equity Strategy at Credit Suisse, on the extent to which the markets are pricing in the negatives, and his investment strategy

Should investors buy cement stocks post recent market correction?

The commodity price rise has begun weighing on most sectors. One such industry is cement, which is facing the heat of high input costs. Given the uncertainty, how can investors play the theme?

Are the markets pricing in fuel-led inflation?

IT stocks helped benchmark indices rebound into positive zone yesterday. But, how will the markets behave over the next few days against the backdrop of the rise in fuel prices? Let’s find out

Accenture’s Q2 result raises red flags for Indian IT

IT consulting firm Accenture reported strong Q2 results last week. But, supply-side challenges remain a point of concern. Let’s find out what the numbers mean for the Indian IT sector