Geopolitical risks loom large for global markets but India’s growth drivers provide a buffer, says Jefferies’ Chris Wood

Geopolitical risks loom large for global markets but India’s growth drivers provide a buffer, says Jefferies’ Chris Wood

As geopolitical tensions escalate and stock market valuations reach lofty heights, global markets face an unsettling combination of risks. But India, buoyed by its robust growth engines, appears better positioned to weather the storm, according to Christopher Wood, global head of equity strategy at investment bank Jefferies. Speaking to a select group of journalists on … Read more

Investors should diversify in large caps and flexicaps to limit correction impact: Aamar Deo Singh of Angel One

Investors should diversify in large caps and flexicaps to limit correction impact: Aamar Deo Singh of Angel One

Aamar Deo Singh, Sr. Vice President of Research, Angel One, believes that the valuations are relatively expensive across sectors, and investors definitely need to be more prudent and cautious in stock picking and not get carried away by market euphoria. In an interview, Singh advised investors that in the current market environment, they should look … Read more

Wall Street week ahead: All eyes on Federal Reserve’s interest rate decision

Wall Street week ahead: All eyes on Federal Reserve’s interest rate decision

On Wall Street in the week ahead, market participants’ focus will be on the US Federal Reserve’s two day monetary policy meeting starting September 17. The US central bank is widely expected to slash interest rates for the first time since 2020. Following the Fed monetary policy committee’s decision on interest rates, Chair Jerome Powell … Read more

Wall Street week ahead: Investors eye inflation data, Apple event

Wall Street week ahead: Investors eye inflation data, Apple event

After Friday’s rout on Wall Street due to disappointing jobs data, in the week ahead investors will have three major economic reports to watch closely. A jobs report released by the US Labor Department on Friday showed a continued slowdown in the labor market. Next week, the economic calendar will feature reports on the consumer … Read more

Wall Street week ahead: Spotlight on jobs data, manufacturing PMI

Wall Street week ahead: Spotlight on jobs data, manufacturing PMI

On Wall Street in the week ahead, investors will have a plenty of economic data to look forward to, with the spotlight on the jobs market data and the manufacturing PMI report.  As this month the US Federal Reserve’s monetary policy meeting is slated to be held, the non-farm payrolls data for August can provide … Read more

From young investor to seasoned pro: How to evolve your strategy with life’s changes

From young investor to seasoned pro: How to evolve your strategy with life’s changes

As you move through the various stages of life, your financial needs, goals, and risk tolerance naturally change—just like the terrain you’re driving through. What worked for you in your 20s might not be the best approach in your 50s. That’s where life cycle investing comes in. It’s a strategy that adapts your asset allocation … Read more

Gold or silver: Which is a better long-term bet?

Gold or silver: Which is a better long-term bet?

Of course, this is a broad and generic checklist, but it would work for almost everybody. In the previous article on whether you should allocate your capital to bullion, and if yes, how much, we made a bullish case for bullion. Now bullion would include both, gold and silver. Logically, investors will start second guessing … Read more

Govt reduces gold duty drawback rate by more than half: Report

Govt reduces gold duty drawback rate by more than half: Report

The government has cut the gold duty drawback rate on August 23, almost a month after revising import duty. According to the new notification, for gold jewellery, the duty drawback rate has been reduced from ₹704.1 per gram of net gold content (with a purity of .995 or more) to ₹335.50 per gram, a report … Read more

Wall Street week ahead: Focus on Jackson Hole Symposium, Jerome Powell speech

Wall Street week ahead: Focus on Jackson Hole Symposium, Jerome Powell speech

Focus of Wall Street investors’ in the week ahead will be primarily on the Jackson Hole Economic Symposium to be held from August 22 to 24 inWyoming. Global central bank officials, including Federal Reserve Chair Jerome Powell, will speak at the symposium. The event will also see the participation from economists, financial market leaders and … Read more

Tailoring portfolio diversification: Strategies for different phases of life

Tailoring portfolio diversification: Strategies for different phases of life

The aim is to include assets that are uncorrelated or have low correlation with each other. Equities, debt, cash and gold are the most common asset classes in a portfolio, each providing a distinct flavour and benefit.  Equities, while having the potential for higher returns, can be volatile in the short term, triggering concerns over … Read more