St. Louis Fed President Albert Musalem believes current U.S. policy rates strike a good balance between economic risks, with inflation nearing the 2% target and a stabilizing labor market. Meanwhile, Kansas City Fed President Jeffrey Schmid highlights inflation as a persistent challenge, suggesting more work is needed despite a healthy employment situation.Read More

Asit Bhandarkar of JM Financial Mutual Fund advises investors to temper IT sector concerns, advocating for a disciplined approach. He suggests a slight underweight in IT, urging against panic selling. Instead, focus shifts to smallcap stocks exhibiting strong earnings momentum, presenting a more compelling opportunity after recent market corrections and valuation resets.Read More

Indian IT stocks experienced a significant downturn due to AI concerns, with the Nifty IT index falling 21% in February. However, 25 select stocks defied the slump, showing positive returns by focusing on AI infrastructure, integration, and specialized engineering, indicating potential future growth themes for the sector.Read More

Nykaa’s parent company, FSN E-Commerce Ventures, has seen its shares surge by 64% over the past year. This rally follows strong operational performance and robust profit growth. Despite the impressive comeback, experts are divided on whether the current stock price offers a favorable risk-reward proposition. Some analysts recommend a buy on dips, while others suggest...Read More

Angel One shares appeared to crash 90% on Thursday, but the sharp fall was due to a 1:10 stock split adjustment on the record date. The stock opened at Rs 251 compared to the previous close of Rs 2,489.90 and was down about 1% in early trade.Read More

Dipan Mehta of Elixir Equities offers a selective outlook, favoring NBFCs and pharma while cautioning on metals and avoiding certain largecaps. He sees strength in diversified NBFCs and potential in solar despite current underperformance, but advises patience in real estate and a clear avoid on tobacco stocks like ITC.Read More

Sanofi Consumer Healthcare shares surged over 14% following a robust 50% year-on-year net profit increase to Rs 66.5 crore in Q4. Driven by product relaunches and strong export growth, the company reported a 47% revenue jump. Full-year profit rose 33%, prompting a Rs 75 per share dividend payout.Read More

Bank of Japan board member Hajime Takata is urging a shift from fighting deflation to preventing inflation overshoot, advocating for gradual interest rate hikes. He believes Japan has met its inflation target and emerged from stagnation, warning that global economic factors could further pressure prices. Takata’s hawkish stance signals a potential recalibration of global liquidity...Read More

Nvidia posted a strong fourth quarter, with data centre revenue surging 75% and guidance beating Street estimates, easing concerns of an AI spending slowdown. However, China-related restrictions remain a key overhang, even as the company secures licences for limited chip shipments and faces rising competition from AMD and Google.Read More

Indian stock markets are on the rise for a second day. The Sensex opened higher by over 140 points. The Nifty is trading above 25,500. Technology stocks are leading the gains, following their Wall Street counterparts. Major IT firms like Tech Mahindra and Infosys are seeing significant increases. Some other companies are also performing well.Read More