I am Niranjan Ghatule, a B.Tech graduate in Electrical Engineering with a strong passion for the financial markets. With over 5 years of hands-on experience in the stock market, I have developed deep expertise in equity research, market analysis, and trading strategies.
Posts by Niranjan Ghatule:
Jefferies has revised its ratings and price targets for key Indian IT stocks, upgrading Infosys, Coforge, and Sagility to 'Buy' while downgrading HCLTech and TCS to 'Hold'. This article analyzes the brokerage's latest recommendations, explores the potential upsides and downsides, and provides insights into which IT companies may offer strong investment opportunities in the current environment
The S&P 500 experienced one of the sharpest reversals in recent memory, erasing a nearly 4.5% gain in just hours. This article breaks down the dramatic bull trap, the misinformation that fueled it, and the deepening US-China trade war that triggered the crash.
The U.S. has enforced a 104% tariff on Chinese imports after China failed to remove its 34% tariff on U.S. goods, sparking a massive market selloff. The S&P 500 initially rallied on hopes of resolution but reversed sharply, erasing over $1.5 trillion in market value in under 4 hours.
In March 2025, Quant Small Cap Fund displayed an aggressive reshuffling of its portfolio, indicating a decisive shift in strategy with a strong bias towards adding new positions and trimming or exiting older ones. According to the latest data, the fund made fresh entries into several small-cap names while cutting stakes in large and mid-cap players.
Tata Motors Limited, one of India’s leading automotive manufacturers, has released its global wholesales report for the fourth quarter of the fiscal year 2024-25 (Q4 FY25). The total global wholesales, including figures from its luxury arm Jaguar Land Rover (JLR), stood at 3,66,177 units. This represents a 3% decline compared to the same quarter in the previous year (Q4 FY24).
According to Morgan Stanley’s Q1CY25 CIO survey, Indian IT continues to show resilience as expectations for IT budget growth in 2025 remain stable. Key sectors like Business Services, Financial, and Energy are projected to lead in IT spending, with AI and ML topping the list of CIO priorities.
This article delves into the latest RBI MPC Poll insights, highlighting expectations of a repo rate cut, the central bank’s current policy stance, and evolving liquidity and inflation dynamics. With expert forecasts, Q4FY25 data updates, and FY26 projections, it explores the macroeconomic backdrop influencing the RBI's policy direction amid global trade uncertainties.
Global stock markets have seen significant corrections from their all-time highs amid ongoing trade tensions, inflation worries, and geopolitical uncertainties. This article breaks down how far major indices like the Shanghai Composite, Nasdaq, Nifty 50, and others have fallen, and explores the impact of the U.S.-China trade war on global investor sentiment.
The government has swiftly responded to the recent drop in global crude oil prices by increasing the excise duty on petrol and diesel. While this move boosts government revenue, it also offers relief to oil marketing companies (OMCs) struggling with LPG under-recoveries. Here’s how leading brokerages like CLSA, HSBC, and CITI view the development.
Tensions between China and the United States have flared up once again, sparking fears of a full-blown trade war. In a fierce response to the U.S.’s proposed 50% tariff hike on Chinese goods, China has imposed its own retaliatory measures, including a 34% tariff on American imports. The resulting turmoil has sent shockwaves through global financial markets.
A wild 30-minute rollercoaster on Wall Street saw a $6 trillion market cap swing in the S&P 500, triggered by a single false tariff headline. This article breaks down how one rumor sparked record-breaking volatility and what it means for investors.
JP Morgan CEO Jamie Dimon breaks his silence on the rising trade tensions, warning that U.S. tariffs may lead to higher inflation and a potential recession. His remarks come as pressure mounts on President Trump to reconsider the current tariff strategy.
