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While the developments in Israel were not able to rattle the global equity market the way it was feared over the last weekend. But given the fact that more uncertainty has emerged on the global slowdown and what will be the stance of the US Fed, it is still time to stay in cautious mode. The reason, especially for Indian equities, valuations are not very cheap and very low probability of any positive surprise coming in Q2 result season. Over the next couple of days if one is buying it would be b...

Climate change is negatively impacting coffee production in India, particularly in the state of Karnataka, which accounts for over 50% of the countrys coffee production. Erratic rainfall and rising temperatures are affecting the growth and yield of coffee plants, reducing production and increasing susceptibility to pests. The areas suitable for coffee cultivation globally are expected to decrease by half by 2050. Farmers are implementing strategies such as maintaining shade, intercropping, and e...

Financial services stocks and IT stocks are the main components of the Nifty. A large number of times when IT stocks are under pressure, it is financials that come to the rescue. When financials are under pressure it is IT stocks which tend to play the balancing act. While IT stocks have been underperforming for some time, what needs to be seen is that in todays trading session, with Infys Q2 result impact bringing another round of pressure, will financials services stock be able to give much n...

Last weekend, when the situation in Israel emerged. First thoughts on the street was that a sharp rise in the crude oil price is inevitable. Initial reaction was pretty much on the same line, however that spike did not sustain beyond one day. Is that an indication that the crisis in the most oil sensitive part of the world was not able to push oil prices higher than what would make them rise. While the whole of the Indian economy would like oil prices to stay low, one sector which would like it ...

The reason why festive season spending and its trends are important for some segments of the auto industry is the fact that some segments like cars and two wheelers do have witnessing rising sales during the festive period. But this time in case of even in these two segments, what would be more interesting to watch would be the fact how much sales the EV segment is able to get. If there is a sharp jump in EV numbers then it would mean that the final inflection point as far as the price is conce...

This week, when broader market indices were correcting sharply, it was metal stocks which were able to keep their head above water. Even today, the list of stocks trading with gains is dominated by metal stocks. This has happened for the fourth time in the last two months, that metal stocks have been able to inch upward when other sectors are under pressure. Is it an indication that global commodity markets are finally expecting all the efforts which the government in China is making to revive t...

Infosys is seen reporting a 1.4% sequential rise in consolidated revenue in the September quarter to Rs 38,472.4 crore, according to the average of estimates given by nine brokerage firms. But on a year-on-year (YoY) basis, it is seen rising 5.3%.

Even in volatile markets analysts are bullish on selective mid-cap stocks. One of the reasons, impact of developments in Israel has not been as hard as the street was expecting both in commodity and global equity markets. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". This predefined screener is only available to ET Prim...

After out performing emerging markets, Indian markets have become an inline performer with other emerging markets for the last three weeks. This is due to sharper correction which both nifty and sensex have witnessed. Now because this correction is coming at a time when the global situation is not so good, both in terms of interest rate and also higher geopolitical risks, it would be better that “caution” should be added when decisions are taken about investing. ET screener powered b...

While IT stocks have been underperforming the broader market for more than a year, But at this point of time as second quarter results start to pour in, they witnessed another round of sharp correction. This was in the backdrop of some of the US IT services companies indicating that the operating environment is tough at this point of time. But sometimes, even the management are caught on the wrong foot, like in early 2021 when they went on a hiring spree only to reverse in less than two years. ...