Sumana Sarkar
Editor- Markets, Chief of Bureau- Mumbai at Financial Express
The Business Of Communication
Articles
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1 week ago |
financialexpress.com | Sumana Sarkar
The Indian markets may have recouped all Trump tariff losses since early April but the direction of FII flows haven’t seen any meaningful alteration so far in 2025. While it is true that the extent of the outflows are not as huge as seen in January and February, FIIs continue to be net sellers in India. After a brief week of buying in March, they again resumed selling. Can one expect any change of direction in the near-term?
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1 week ago |
financialexpress.com | Sumana Sarkar
Here is a big downgrade from Morgan Stanley. Given the Trump tariff uncertainties, the international brokerage house has now reduced its December 2025 Sensex target 12% lower, at 82,000. This implies 9% for the benchmark index from current levels. Morgan Stanley’s earlier target for the Sensex was 93,000. According to the Morgan Stanley report, “risks to the growth outlook are skewed to the downside, mainly driven by an even deeper slowdown in global growth.
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1 week ago |
financialexpress.com | Sumana Sarkar
In the current volatile times, where most investors are looking for safe bets, the banking stocks do present a growth supportive opportunity amidst tariff driven uncertainties. Two key private sector banks, HDFC Bank and ICICI Bank are in focus ahead of their earnings on April 19. In fact, the Nifty Bank Index was one of the top sectoral gainers and HDFC Bank among the top performing stocks.
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1 week ago |
financialexpress.com | Sumana Sarkar
The Dollar is the latest victim of the confidence crisis across asset classes globally. It slipped below the psychologically important 100 mark for the first time since July 2023, lowest in 21 months against a basket of currencies. In fact the dollar has been trending downwards since the Dollar Index hit a high of 110 in January. The Index is down a whopping 8% so far in 2025. Can the weak dollar be good news for India in current times?
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1 week ago |
financialexpress.com | Sumana Sarkar
TCS is muted even as the rest of the IT pack is firm with Nifty IT up nearly 2%. In fact TCS is the only IT stock in red on Nifty after the Q4FY25 earnings missed estimates. Jefferies maintains a Hold rating on the stock with a revised price target of Rs 3,400 per share, implying just a 5% upside from current levels. Jefferies cut the “FY26/27 EPS estimates each by 3.5% and expect an 8% EPS CAGR over FY26-28E.
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RT @FinancialXpress: ‘Tariffs double whammy for #manufacturers, may trigger #recession in US’- #AnandShah, ICICI Prudential ✍️: @sumanasa…
RT @FinancialXpress: FIIs remain big sellers in #India. Will #Trumptariffs convert them into buyers? ✍️: @sumanasarkar #FII #Tariffs #T…
RT @FinancialXpress: It’s a #bloodbath globally and the investors are no doubt worried about the right strategy at the moment. Noted market…
