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Manishi Raychaudhuri

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Geopolitical risk may impact market sentiment: Manishi Raychaudhuri

'As a consequence of the valuation correction, one can selectively pick stocks that will be significant alpha generators in the medium term.' Heightened geopolitical tensions between India and......

'Next 2-3 Months Crucial For Equities'

'Geopolitics will be the most important driver of financial markets in 2025.' Illustration: Dominic Xavier/Rediff.com It has been a topsy-turvy few months for the Indian equity markets. "Given......

Markets: Will the bull come out of coma?

One animal seems to have heard the Prime Minister's call to revive animal spirits in the economy. It's the bull that was lying in coma in analysts' backyards. Even as North Block prepared to......

Falling rupee: Gainers and losers

The Indian rupee has fallen by almost 11 per cent since August 1, thanks to rising risk aversion. Experts believe unless the global macro environment stabilises, the rupee will continue to be......

Analysts turn cautious on Asian markets; India remains an outlier

The 55 basis point (bps) spike in the US 10-year bond yield, triggered by a combination of FOMC’s hawkish commentary and BOJ’s relaxation of the yield control curve (YCC) has made......

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