Week ending March 15, 2025
Week ending 15th March 2025 # 1 Markets Indian equities have emerged as one of the worst performers globally as trade dynamics evolve. For the first time since 2009, the Sensex’s price-to-earnings (P/E) ratio has fallen below that of the Dow, highlighting valuation pressure. Historically, India traded at a +13% premium to the U.S., but […]
Week ending 8th March 2025
Week ending 8th March 2025 # 1 Markets 1.1 Indian stock markets are showing early signs of recovery, supported by a combination of favourable macroeconomic factors. Easing crude oil prices (around $70 per barrel), a decline in US bond yields, and a correction in the dollar index (below 104) have collectively boosted investor sentiment. In […]
Week ending 22nd Feb 2025
Week ending 22nd Feb 2025 # 1 Markets The Indian stock market extended its losses for the fourth consecutive session, reaching an eight‐month low amid persistent global economic concerns and significant foreign institutional investor (FII) outflows. The benchmark indices closed on Friday with the Sensex at 75,311 and the Nifty at 22,795. While hopes have […]
Week ending 15th Feb 2025
Week ending 15th Feb 2025 # 1 Markets Indian equity markets have extended their losing streak for the fourth consecutive month from October 2024 to January 2025—marking the first such occurrence since 2001 and breaking a two-decade record. February shows little sign of respite, with subdued market sentiment. Concerns over Trump’s proposed tariffs, coupled with […]
Week ending 8th Feb 2025
Week ending 8th Feb 2025 # 1 Markets Last week, markets opened on a positive note, buoyed by global cues as investors reacted favourably to Trump’s decision to pause tariff cuts. However, the RBI’s rate cut announcement on Friday, which met expectations without any surprises, led to profit booking amid foreign fund outflows. Consequently, the […]
Week ending 1st Feb 2025
# 1 Market India marked a significant milestone in its space journey last week with the 100th launch of the GSLV rocket, underscoring the nation’s growing capabilities and ambitions in the sector. Market sentiment remained optimistic ahead of the Union Budget, bolstered by the Economic Survey’s GDP growth projection of 6.3–6.8% for FY26. However, during […]
Week ending 25th Jan 2025
Week ending 25th Jan 2025 # 1 Markets Sensex Hits 2.5-Year Low amid Sell-Off. Sensex fell to 76,190, and the Nifty dropped 0.49% this week to close at 23,092 on Friday, marking the third consecutive week of losses. Selling pressure persists, with hopes now pinned on the Union Budget session on February 1. Despite the […]
Week ending 18th Jan 2025
Week ending 18th Jan 2025 # 1 Markets 1.1 Indian equity markets halted their 3-day positive momentum, with IT stocks and banking heavyweights pulling the Sensex down by 423 points to close at 76,619, while the Nifty settled at 23,203. The market downturn highlights concern over valuations, as macroeconomic factors continue to weigh heavily on […]
Weekend Reflections – Week ending 11th Jan 2025
Week ending 11th Jan 2025 # 1 Markets 1.1 The Sensex and Nifty extended losses for the third consecutive session on Friday, mirroring weak trends in global equities. Foreign Institutional Investors (FIIs) have offloaded nearly $2 billion worth of Indian equities in the first seven trading days of 2025. Key factors driving the sell-off include […]
Weekend Reflection – Week ending 4th Jan 2025
Week ending 4th Jan 2025 # 1 Markets 1.1 Following two days of a strong 650-point rally, in the absence of fresh triggers, the market took a breather on Friday with Nifty and Sensex closing with 1% weekly gain at 24004 and 79223 respectively. Nifty 50’s earnings growth is expected to remain below 10%, but […]