'Even if India is attractive, FPIs currently lack the funds to invest, as money is being redirected to the US.'
The heightened global uncertainty due to the US "reciprocal tariffs" on India may cause near-term corrections and market turbulence, but the long-term outlook remains constructive, market experts said on Thursday. The US has announced 27 per cent reciprocal tariffs on India, citing high import duties imposed by New Delhi on American goods.
While MBBS continues to be the most sought-after stream for medical aspirants, post pandemic, the demand for skilled nurses and physiotherapists are on the rise, notes Nayagam PP, career counsellor and founder of EduJob360.
'Market corrections are a natural part of investing, so it's essential to remain focused on long-term financial goals.'
Even as concerns grow over the residential real estate market reaching its peak, the outlook for office real estate remains strong, with listed real estate investment trusts (Reits) standing to benefit from sustained demand in the segment.
'Unless banks focus on the Rs 10-15 lakh loan segment, growing affordable housing will remain a challenge.'
Credit-focused SIFs with lower minimum investment thresholds can provide a more practical option for investors with higher risk appetite, suggests Subodh Rai.
'Reduce your equity allocation, put that allocation into gold and fixed income.'
'Stay disciplined, and remain invested.' 'Volatile times are the best to invest in structural opportunities at the right price.'
While selecting a smallcap scheme, go with one that has a good track record and a stable fund manager.
Do you have financial planning or income tax queries? Ask rediffGURU Anil Rego.
Brokerages expect a further slowdown in Indian firms' revenue and earnings growth in Q4FY25, following low single-digit growth in the preceding three quarters, as factors like weak consumer demand and credit growth linger on.
Isn't there something significant in the UPI example for all of us to learn from and execute to enable world-scale success for our startups?, asks Ajit Balakrishnan.
With India's EV penetration at just 2.5 per cent, the market presents an opportunity -- provided Tesla gets its pricing right.
Ask rediffGURU and PF expert Milind Vadjikar your insurance, stocks, mutual fund and personal finance-related questions.
Retail investors have been the hardest hit in the recent market downturn, with stocks where they hold over 20% falling 45% from their 52-week highs.
India registered its protest at the board of IMF, which met on Friday to review the EFF lending programme for Pakistan.
Ask rediffGURU and tax expert Mihir Tanna your income tax-related questions.
Foreign investors have pulled out Rs 26,533 crore from the Indian equity market this month so far owing to increasing allocations to China, concerns over muted corporate earnings and elevated valuation of domestic stocks. While the sell-off continues, the quantum of net outflows has significantly reduced compared to October, when Foreign Portfolio Investors (FPI) withdrew Rs 94,017 crore ($11.2 billion) on a net basis.
Fundraising by Indian companies through equity and debt reached an all-time high in the financial year 2024-25 (FY25), according to data collated by primedatabase.com. Fundraising through debt stood at Rs 11.1 trillion in FY25, including contributions from InvITs (infrastructure investment trusts) and REITs (real estate investment trusts).
Rupee depreciation, if it continues, will likely pull the markets down further. Since September 2024, the rupee has declined by 3.1 per cent, the Nifty has dropped by 8.5 per cent during the same period, and the Sensex has fallen by 7.3 per cent. If the decline continues, markets will need to brace for more pain as it could push foreign portfolio investors (FPIs) to exit their positions faster than anticipated.
'I am more optimistic about India than before.'
'My life has been quite difficult. I felt I could see it in words. I thought if everyone else can write, then I can too.'
India has secured the second position, contributing 36 per cent of the total brand value, a significant achievement fuelled by a 14 per cent increase in brand value, according to Brand Finance 2025 ranking. India follows the US, which maintains its dominant position in IT services brand value, holding 40 per cent of the total brand value.
High frequency indicators, like vehicles sales, air traffic, steel consumption and GST E-way bills, point towards a sequential pickup in momentum of economic activity during the second half of the fiscal 2024-25 and sustain moving forward, RBI Bulletin said on Wednesday. However, a strong dollar, driven by US economic resilience and trade policy pivots, could exacerbate capital outflows from emerging economies, push risk premiums higher, and intensify external vulnerabilities, said an article on 'State of the Economy' published in RBI's February bulletin.
The risk-reward for the Indian markets, Morgan Stanley said, is turning favourable.
The share of foreign investors was lower than domestic institutions across key sectors, including commodities, consumer discretionary, financial services and industrials.
'The Budget must be pro-growth, focusing on infrastructure creation while also managing the fiscal deficit.'
While Angel One and Unifi Capital have obtained the final licence, Jio BlackRock, Capitalmind, Choice International and Cosmea Financial Holdings have received in-principle approvals.
Investors would track a host of macroeconomic data announcements scheduled this week, including inflation numbers, and also monitor global market trends, and trading activity of foreign institutional investors, analysts said. The ongoing quarterly earnings announcements and the rupee-dollar trend would also influence the markets.
Indian startups are expected to raise $8-12 billion this year, a top official of venture capital firm Peak XV said on Monday, highlighting that the country's startup ecosystem is the most vibrant in the world. Speaking at StartUp Mahakumbh, Peak XV managing director Rajan Anandan said around $20 billion of private capital is lying uninvested and is committed for investment in private firms and startups in India.
The stocks are largely from sectors such as chemicals, finance and cement, which struggled earlier but the worse seems to be behind them.
The rising market poses a dilemma for investors on whether to continue buying, reduce equity holding, or exit equities altogether.
Excess earnings of unlisted companies over and above their interest costs are at a record level. The interest-coverage ratio of 2.94 is the highest going back to 1990-91, according to numbers from the Centre for Monitoring Indian Economy (CMIE). The ratio measures earnings relative to every rupee to be paid as interest on outstanding debt.
Equity mutual funds witnessed a remarkable surge in inflows to nearly Rs 4 lakh crore in 2024, more than double the amount recorded in the preceding year, reflecting strong investor confidence and a continued shift towards long-term investing, particularly through Systematic Investment Plans (SIPs).
India has its share of both large tech companies and large national laboratories, but why is it that these don't seem to be at the forefront of any innovation news headlines? asks Ajit Balakrishnan.
'The conversation is no longer just about securing funds or acquiring customers but about the long-term value of customers.'
The US Fed interest rate decision, inflation data and FIIs are the key factors that are expected to drive stock markets this week, analysts said. Global trends will also be tracked by investors for further cues, they added. "The Indian stock market's future trajectory will be influenced by a blend of global and domestic factors.
According to the Department of Pharmaceuticals' annual report for 2024-25, India imported medical devices worth $8.1 billion, while exports stood at $3.7 billion in the financial year 2023-24 (FY24)
Implications for capital gains, wealth taxes, and investment strategies require careful consideration, notes Anil Rego, founder and CEO, RightHorizons.
