'When you have the best market at your doorstep, international diversification is a distraction.'
'Investors should continue with their SIPs, especially during market corrections.' 'For those looking to start new SIPs, beginning with large-cap funds is a prudent strategy, followed by flexi-cap and value-oriented approaches.'
'If the US stagnates and falls into a recession, the dollar will weaken, oil prices will also dip. This augurs well for India.'
Gold prices could hit the $3500 an ounce (oz) mark in the next 18 months - up around 13 per cent from the current levels - given the global uncertainties and aided by investment demand, said analysts at BofA Securities in a recent note. Uncertainty around Trump Administration trade policies, BofA said, could continue to push the US dollar (USD) lower, further supporting gold prices near-term.
The sweeping tariffs proposed across sectors by US President Donald Trump are scheduled to be imposed starting April 2, with most analysts worried about their impact on companies, and in turn the financial markets. Recently, the US administration signaled that it will impose sectoral tariffs on energy, pharmaceuticals, semiconductors, agriculture, copper, and lumber.
Proceeds from the sale will support the training of future generations of doctors at the Oslo University Hospital. The fascinating story behind the Husain painting which set a new record for modern Indian art.
Information technology (IT) stocks ended at their lowest in nearly nine months after a fresh bout of selling, triggered by concerns over a recession in the US, the key market for domestic software exporters. A report by Morgan Stanley citing risks to growth also weighed on sentiment.
The risk-reward for the Indian markets, Morgan Stanley said, is turning favourable.
'This is also a time when you realise that short-term trading and dabbling in derivatives may result in financial losses.'
India's stock markets corrected recently but foreign money is likely to chase China rather than India in the short-to-medium term, said Chris Wood, global head of equity strategy at Jefferies, on Thursday. Wood told the Business Standard Manthan Summit in New Delhi he is bullish about Indian equities from a long-term perspective, but for the short term he is cautious given the quantum of foreign investor (FII) outflows and valuation woes.
The index could be vulnerable to a bigger fall given the present market dynamics.
Buying stocks during a dip, says Amar Nandu, research analyst, Samco Securities, can lead to higher compounding returns when the uptrend begins.
'I am more optimistic about India than before.'
'The pain can be more in the days ahead.'
'Selling could further intensify and take the index towards 22,800-22,750 in the near-term.'
'2025 is the year to build a portfolio for the future. Focus this year should be on valuations and visible growth.'
'Our fractured world has been embroiled in wars and hatred, and many sessions reflect these concerns.'
The last time these two indexes recorded a negative performance on a calendar year basis was in CY19.
India is among the three least-favoured Asian stock markets, according to BofA Securities whose survey found that 10 per cent of fund managers are underweight on Indian equities from a 12-month perspective.
'Geopolitics will be the most important driver of financial markets in 2025.'
© 2025 Rediff.com - Investor Information - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances