Interest rates in the US may not come down by the third or fourth quarter, but the markets may start expecting rate cuts in the early next year. Also please look at it, if there are so many issues with the banks and people losing their jobs, it must be also a little bit disinflationary. It has to overall cast a little bit of a gloom on the US job scene," he said

Foreign portfolios have been consistent sellers this year with outflows of Rs 5,294 crore in February and Rs 28,852 crore in January. Since the start of 2023, FPIs have sold equities to the tune of Rs 22,651 crore.This has reflected in the performance of benchmark Nifty, with March being the fourth consecutive month of negative returns. The index is down 6% so far on a year-to-date basis

For domestic investors looking to get exposure to overseas stocks, especially the tech favorites in the US, investing in international funds or funds that have foreign stocks in their portfolio is a great way to do so. Here are top five overseas stocks held by Indian mutual funds in February that have given double-digit returns in 2023. (Source: Fisdom Research)

Interest rates in the US may not come down by the third or fourth quarter, but the markets may start expecting rate cuts in the early next year. Also please look at it, if there are so many issues with the banks and people losing their jobs, it must be also a little bit disinflationary. It has to overall cast a little bit of a gloom on the US job scene," he said

Due to recent weakness, another round of aggressive Call writing is visible across the strikes and strikes ranging from 17000 to 17200 all holding significant Call open interest of more than 80 lakh shares each. Despite the highest Put base at ATM 17000 strike, we believe closure among Call strikes is crucial for sustainable recovery

Trading APIs come in handy here as they remove the emotions out of trading thus removing the emotional bias.Other popular trading setups would be ones which seek arbitrage opportunities - basically profiteering from price difference of a stock or instrument listed in two different markets

Your investment time horizon is the duration for which you plan to hold your investment. Depending on your financial goals, you may have a short, medium, or long-term investment horizon. It's important to judge the investment's liquidity and ensure that it aligns with your time horizon.

The last month itself had two swings in the Global Debt Market – firstly the Fed suggesting possibility of even higher rate rises due to inflation numbers of January coming in higher at 5.4% as against 5% and strong labour market data of unemployment levels down to 3.4%.

Given the huge difference in what is value and what looks cheap due to one financial ratio, more often than not, relying on PE may lead to wrong investment decisions. It is better to use PEG ratio when looking for long term investment. though finding the right ratio is itself a challenge.

Both TCS and IndusInd bank were under pressure due to issues related to the management. In the case of IndusInd Bank, the Reserve Bank of India (RBI) gave approval for re-appointment of its MD and CEO Sumant Kathpalia only for two years as against three years proposed by the Bank.

These large cap companies have been able to beat all the negative news flow and volatile moves of the nifty in the last one year. Their SR plus scores are also in positive range. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists down stocks which fulfill the various criteria as specified into the algorithms & filters.

After witnessing consistent downgrades in earnings over the last 3-4 years due to incessant headwinds, 3QFY23 was the first quarter of big upgrades.

The government spending on infrastructure projects has remained at elevated levels for many years, this had a trickle down effect on many parts of the economy and specially companies which are ET screener powered by Refinitiv’s Stock Report Plus lists down stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".

According to the data with the depositories, Foreign Portfolio Investors (FPIs) invested Rs 11,495 crore in Indian equities till March 17.

The two-day Federal Open Market Committee Meeting (FOMC) of the Federal Reserve will begin on 21 March 2023, Tuesday. The street will be keeping a close eye on the event following a spate of banking crises that surfaced over the past one week.

"The Swiss National Bank's decision to provide Credit Suisse with significant and inexpensive liquidity fell short of stabilising sentiment in both the equity and credit markets," Goldman Sachs analyst Lotfi Karoui wrote in a note to clients dated March 17.

The largest Swiss bank is exploring an acquisition of all or parts of its smaller rival at the urging of regulators to halt a crisis of confidence, Bloomberg reported earlier.

So still the trend is weak and sell-on-rise is the strategy. 17300 is the stop-loss for Nifty. For Bank Nifty 40000 is the key level on the higher side if any pullback comes in the coming trading sessions.

With weakening EM currencies, the Rupee is also bound to weaken. For now, the central banks across have become the currency manager and have insulated their currencies against the heat of the external environment by using the FX reserves and so did the RBI actively.

"BlackRock is not participating in any plans to acquire all or any part of Credit Suisse, and has no interest in doing so," the spokesperson told Reuters.

Overall, about $164 billion was taken from the Fed discount window and the emergency window; if you compare it to 2008 the maximum was at about $111 billion so we have already crossed that. And apart from that the FDIC has pumped in about $150 billion into the bridge banks, into the three banks that it has taken over.

The coming week is again likely to see a slightly tepid start. The levels of 17250 and 17350 are likely to act as potential resistance points. The supports come in at 16900 and 16710 levels. The trading range will continue to stay wider than usual.ET M

A string of scandals over many years, top management changes, multi-billion dollar losses and an uninspiring strategy can be blamed for the mess that the 167-year-old Swiss lender now finds itself in.

Silicon Valley Bank's balance sheet characteristics made it more sensitive to interest rates changes and ultimately led to risk, the newspaper cited him as saying.

​​​ Hence, the performance of banking stocks will be vulnerable in the medium- term, while in the short-term we can have a bounce given the corrective measures. No one is safe from the high interest rate and inflation scenario having an effect on the pricing of equities & the profitability of businesses.

Credit Suisse saw more than $450 million in net outflows from its U.S. and European managed funds from Monday to Wednesday, Morningstar Direct said.

Now, bear in mind that the Swiss National Bank has a lot of assets on their book. I mean, they hold $139 billion of US equity, so they do have enough firepower to resolve this. But this is Europe and Switzerland and it might take longer. But in the US, I think they have handled as well as they could and it was done in a very swift manner.

The 167-year-old bank is the biggest name ensnared in market turmoil unleashed by the collapse of U.S. lenders Silicon Valley Bank and Signature Bank over the past week, forcing the Swiss bank to tap $54 billion in central bank funding.

With weakening EM currencies, the Rupee is also bound to weaken. For now, the central banks across have become the currency manager and have insulated their currencies against the heat of the external environment by using the FX reserves and so did the RBI actively.

Mutual funds SIPs have turned out to be a favourite investment tool for investors. AMFI data shows that SIPs stayed above the Rs 13,000 crore mark for the fifth consecutive month in February. Using ET Mutual Fund Screener, we found 5 mutual fund schemes where SIP of Rs 500 has given a CAGR of at least 10% in the last three years.Disclaimer: These are not recommendations to buy any mutual fund.

According to disclosures made to stock exchanges, Kedia acquired 16,83,502 shares of the company on March 15. Before the acquisition, he held a 1.5% stake and his total shareholding in the auto company has gone up to 8.43%.

The very purpose of rate hikes in an inflationary scenario is to slow the economy down, and consequent damage is a likely scenario.

The Nifty midcap index is trading around the critical support zone of 29500 and if this support is not held on the closing basis it will lead to further selling pressure on the downside. One should have a very stock-specific and sector-specific approach in such volatile markets.

Once again the US banking system has given jitters to global markets. However, even before that market has been under the control of bears. Stocks which have seen a constant improvement in their scores even in such volatile times are worth looking at. The selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.

This is where the FOMC meeting next week becomes even more interesting. The expectation for a rate hike has been revised from 50 bps to 25 bps post the Silicon Valley Bank collapse. The anticipation has deepened to no rate hikes as more banks collapsed.

China has been stepping up efforts to woo foreign companies and investors to aid an economic recovery after the dismantling of its zero-COVID policy late last year.

At a time when interest rates are rising PSU stocks have an advantage. Of all the PSU stocks, which our algorithms come up with, we took PSU companies from three sectors: financier, power generation and logistics. ET screener powered by Refinitiv’s Stock Report Plus lists down stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".

Normally, HUL, Nestle, Dabur are first names which would come to mind when anyone mentions the FMCG stocks. We decided to look at different companies, which may not come to mind at the first instance when someone mentions the word FMCG. However, the operating matrix of these FMCG companies is the same which determines the success of any large FMCG players,

China has been stepping up efforts to woo foreign companies and investors to aid an economic recovery after the dismantling of its zero-COVID policy late last year.

All of which makes one thing crystal clear: In a market made more volatile by post-2008 regulations that curbed trading by Wall Street banks, the stakes are high every minute of every trading day at moments like this.

“Tech is more of a safe haven than your traditional cyclical sectors, and it has already gone through a re-pricing, which means it looks attractive relative to the rest of the market,” said Sam Stovall, chief investment strategist at CFRA.

“The biggest policy surprise this year has been in SOE reforms, and it’s likely to stay a major play,” said Ou Xiao, fund manager at Stone PE in Shanghai. “There are plenty of ways to boost valuations, from incentive plans to asset injections, dividends and stepping up corporate governance.”

"Early on in my life, I learned that a fit body is the custodian of a healthy mind. A fit and agile mind keeps you going strong and steady in life - just like your good investments," says Kshitiz Mahajan, who is a CEO of Complete Circle Wealth.

All of which makes one thing crystal clear: In a market made more volatile by post-2008 regulations that curbed trading by Wall Street banks, the stakes are high every minute of every trading day at moments like this.

“Tech is more of a safe haven than your traditional cyclical sectors, and it has already gone through a re-pricing, which means it looks attractive relative to the rest of the market,” said Sam Stovall, chief investment strategist at CFRA.

The bank also said it had a diversified deposit base with venture deposits comprising approximately 25% of total deposits.

For me, this was a defining moment in my fitness journey and the lessons I learnt from this episode resonate even in the area of investments. One should not limit themselves, but at the same time also not rush for quick returns in investments.

On Friday, the bank's parent, SVB Financial Group, said it had filed for reorganization under Chapter 11 bankruptcy protection.

Some correction in Jindal Saw stock was warranted given the stark outperformance in the last three months. Shares of the company have given 94% returns in the last 3 months compared to the over 6% fall in Nifty 50. Earlier in March, the stock also scaled its highest level in 5 years.

​​​The recent drop in rates has helped stocks regain their appeal, according to some metrics. The equity risk premium, or the extra return investors expect to receive for holding stocks over risk-free government bonds, has rebounded to where it stood in early January but still remains near its lowest level in over a decade, according to Refinitiv data.