Expert view on markets: Mohit Khanna, CFP, Fund Manager, Purnartha One Strategy, believes the Indian stock market may remain rangebound until we get clarity on trade negotiations with the US. In an interview with Mint, Khanna shared his views on key risks for the markets, sectors that can generate alpha and trends of Q4 earnings….
In India, the Nifty 50 plunged over 5% in four days post tariff announcement, while the India Volatility Index (VIX) shot up 65.7% to 22.8 on 7 April —its sharpest single-day spike since 2007. Though US President Donald Trump partially rolled back tariffs on 9 April, offering a 90-day pause for most nations (excluding China)…
Although first three-quarters’ growth was not too promising with 6.2 percent in Dec quarter – it was somewhat expected since it was an election year, explains Dr Rumki Majumdar (PhD), economist at Deloitte. She speaks about the current volatility in the financial market and deconstructs to explain what it reflects on the fundamentals of economy….
For decades, India’s salaried class viewed themselves as a minority—sandwiched between the elite and what they believe is the world’s largest population of the “politically pampered”. And in most Budgets, they found the discourse to be dominated by farmers, the poor, women and other groups. Which is why the record â‚ą1 trillion largesse showered by…
There is a spring in the step of Indian consumer-related companies after the budget 2025’s proposal to make income up to â‚ą12 lakh tax-free under the new tax regime. With more disposable income in the hands of millions of taxpayers, the expectation is that consumers would be encouraged to spend more on items like staples,…
The Ebitda (earnings before interest, tax, depreciation and amortization) margins of most consumer-goods companies have surpassed their pre-covid levels, aided by cost efficiencies. The quality of earnings of most companies has also improved materially, with a notable rebound in gross margins since the lows of September 2023. However, FMCG volume growth remains subdued and is…
