covid pattern of stock market: recovering fast from every panic

Stocks have jumped wildly since the emergence of the Omicron version of the coronavirus, raising concerns about the pandemic’s potential to ravage the global economy once again. It is the latest round of market turmoil since the outbreak of COVID-19 nearly two years ago, in which the virus repeatedly shook Wall Street’s perceptions of whether … Read more

When the Unexpected Happens: Policy and Market Implications for the Reappearance of Inflation

In the past few months, something fundamentally changed in macroanalysis around the world. After lurking on the sidelines for years without much policy implications, inflation is now beginning to take center stage. With rising commodity prices, supply constraints and more, inflation is finally becoming a variable. This is even more important given the rock-bottom yields … Read more

Special chemical stocks hold long-term outlook

Vineet Sambre, DSP Mutual Fund says that the long term story of specialty chemical companies looks good and valuations are now in the right zone. Edited excerpt: We are down 10% from record highs and every fund manager says – don’t worry, it’s a healthy correction. The problem is that if you go down 10% … Read more

Why Andrew Holland sees strong investor interest in banks

Once we look at deploying, it will be the more preferred sector – financials, but probably not private banks. We can look around insurance, asset management companies, says Andrew Holland, CEO of Avendus Capital. Given the volatility, is it time to sit on the cash, exit or are you looking for a downside to buy … Read more

RateGain IPO: eMarkets Morning Podcast: Two reasons why RateGain IPOs are not risk-averse investors. The Economic Times Podcast

Hello, good morning. Welcome to ETMarkets Morning, the show about money, trading and the markets. I am Nikhil Agarwal. Let’s start with the headlines first. RBI weighs priority sector loans for electric vehiclesCabinet may discuss crypto bill this week– Tata, Honda considering price hike from January Now lemme let’s take a look at the state … Read more

MPC meeting, Omicron and IPO discussed in key factors to drive market this week

New Delhi: Domestic stock markets ended a volatile week with marginal gains but kept market participants on their toes. Despite supportive GDP numbers, the new Covid-19 version spoiled the party for equities. Benchmark indices – Nifty 50 and BSE Sensex – ended the week with gains of one per cent each, while the broader markets … Read more

Two-year market volatility disappears in week of stock turmoil

The worst stretch of stock market volatility in over a year left a relatively light mark on the benchmark index, all things considered. But for the risk appetite, the effect was profound. Traders’ nerves were torn over and over again, first with anger over the coronavirus then with a new tone of hostility from Federal … Read more

Bitcoin’s correlation with stocks rises as risk appetite dwindles

On Friday, shares rose and then sank as traders digested the latest US employment data. Bitcoin followed suit, posting roughly the same moves. The world’s largest digital currency was trading down 3.4% during the session near $54,960, which is about 20% lower than its recent record high. US stocks also fell, with the S&P 500 … Read more

Why is Mark Mobius more optimistic about Indian markets than China?

Mark Mobius, Founder, Mobius Capital Partners says that you cannot say that the COVID situation is essentially bad for the markets as the government policies arising out of COVID are actually beneficial for the markets. Do you think Indian markets will continue to outperform here? Thank god for the Indian market. We have a huge … Read more