Why the markets need to take the Sensex fall more seriously The markets started off on a somber note during the week with the Sensex losing nearly 820 points in the first 3 days. The fall was significant for two reasons. Firstly, such sharp falls are Read more [...]

News Announcement Impact Analysis ICICI Bank reports 158% growth in profits for the Dec-19 quarter The sharp rise in the net profits was largely driven by halving of provisions and contingencies However, the bank also witnessed a Read more [...]

Japanese exports for the full year were lower by 6.3% on a YOY basis. This could have serious implications for an economy that substantially exports reliant. Also, the Japanese economy has traditionally run a surplus on the current account due to its Read more [...]

Heavyweights like RIL, HUVR and TCS corrected on Tuesday resulting in the Sensex losing nearly 600 points in a span of 2 days. Apart from earnings concerns, there are also broader concerns in terms of global flows. The IMF downgrade of India growth Read more [...]

Asian investors continue to be worried about the new strain of the corona virus that has led to fears of a pandemic in China and across most of Asia. Apart from the likely impact on private consumption, the markets are also jittery about the possible Read more [...]

The IMF has lowered India’s full year GDP growth to 4.8% for the calendar year 2019. The International Monetary Fund has highlighted some very specific factors in the Indian context like the stress in the NBFC sector, weak growth in rural income, weak Read more [...]

It was a combination of stocks like TCS, RIL and Kotak Bank that pulled down the markets after results were lower than expectations. Kotak took a big hit as its gross NPAs crossed the 2.46% mark; 40 bps more than last year. There are some big expectations Read more [...]

Three heavyweights; HDFC Bank, RIL and TCS likely to drive the markets this week post results. While HDFC should be positive, TCS and RIL could be neutral to negative and that could set the tone for the market trajectory. The markets are expecting Read more [...]