Independent analyst Anand Tandon believes Indian markets are overvalued, as current valuations don’t account for the geopolitical crisis’s impact on corporate earnings. He suggests private banks are a strong buy, while media and gaming offer opportunities due to economic conditions. Tandon advises caution on IT and platform stocks, awaiting a clearer macro outlook.Read More

Indian stock markets will remain shut for three days over the next two weeks due to key holidays. Amid heightened global volatility, Zerodha CEO Nithin Kamath advised traders to prioritise capital preservation, reduce risk and take a break, highlighting the mental toll of trading in uncertain, headline-driven market conditions.Read More

Gift Nifty dropped over 100 points, indicating a weak start for Indian markets around 23,170. The fall comes as oil prices rebound amid uncertainty over Middle East tensions, with Iran still reviewing a US proposal to end the conflict.Read More

Investors are rushing to buy shares in private tech giants like SpaceX before they go public. This surge in demand has fueled an opaque secondary market. Many investors are using complex investment vehicles, raising concerns about ownership verification and potential fraud. The intense interest means some may end up with no actual shares despite their...Read More

The Federal Reserve reported a smaller financial loss in 2025 as declining interest expenses improved its balance sheet. While losses persist due to pandemic-era policies and rate hikes, easing pressures and modest profits signal gradual normalisation, though it may take years before remittances to the Treasury resume.Read More

Shrinking the Federal Reserve’s $6.6 trillion balance sheet will be a lengthy, complex process requiring structural reforms, not quick policy shifts. A new paper suggests a multi-year roadmap involving temporary operations, regulatory adjustments, interest rate modifications, and payment system redesign. This undertaking could extend beyond a single term for the incoming Fed Chair nominee.Read More

Amid escalating geopolitical tensions and a crude oil shock, global markets face heightened uncertainty. Investors are advised to diversify 10-20% of their portfolio globally, favoring emerging markets and Japan, with a staggered approach to fresh investments due to currency fluctuations and macro shifts.Read More

Markets are volatile due to geopolitical events and rising crude oil prices. Sachin Bajaj, CIO at Axis Max Life Insurance, sees opportunities in healthcare, infrastructure, and financials. He advises investors to stay invested in quality assets. India’s growth story remains intact despite short-term uncertainties. Elevated commodity prices could impact corporate earnings and margins.Read More

Federal Reserve nominee Kevin Warsh aims to shrink the central bank’s balance sheet, but a top economist suggests significant reforms are needed. Professor Darrell Duffie argues that overhauling bank liquidity rules and redesigning the payment system could take years, extending beyond Warsh’s potential term.Read More

Real estate stocks have seen significant declines, with the Nifty Realty index down 22% in 2026, due to concerns over IT layoffs and broader market weakness from the Iran-US war. Experts advise a selective approach, favoring quality large-cap players with balanced portfolios and potential growth in new geographies.Read More