Following a tragic incident in Maharashtra linked to stock market losses, Kotak AMC’s Nilesh Shah called for mandatory qualification criteria for derivatives trading. Citing rising retail F&O losses and SEBI data showing most traders lose money, he urged stronger safeguards to curb excessive speculation in the market.Read More
British government bond yields dropped to a two-month low on Monday. This followed a preliminary peace deal between the United States and Iran. Oil prices fell more than five percent. Two-year gilt yields dropped over eight basis points. Ten-year yields also fell. This eased fears of a wider stagflationary shock. Investors became dovish on future rates outlook.Read More
Indian markets are set for a strong opening. A preliminary deal between the US and Iran has boosted investor sentiment. SpaceX’s successful IPO is also a major positive. Paramount Skydance’s acquisition has been cleared. These events are expected to drive market gains. Investors will be watching the Federal Reserve’s upcoming meeting closely.Read More
Anuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights disciplined processes and patience in special situations, differentiating turnarounds from value traps. Jain sees India’s manufacturing and industrial expansion as a decade-defining investment theme.Read More
Devina Mehra believes geopolitical deals like a potential Iran-US agreement won’t drive Indian equities, with earnings and liquidity being key. She advises investors against reacting to geopolitical risks, citing historical data. Mehra also highlights the dangers of emotional investing and emphasizes the importance of global diversification beyond the US.Read More
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