2025-05-19Niranjan Ghatule
This article explores the striking divergence in ETF flows between retail and institutional investors in 2025. While individual investors have poured a record $122 billion into equity ETFs—doubling their inflows since mid-March—professional investors have pulled out $25 billion.
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2025-05-14Niranjan Ghatule
This article explores the latest brokerage views on Tata Motors following its Q4 results and global trade developments. It covers contrasting ratings and target price revisions from Jefferies, CLSA, Goldman Sachs, and Macquarie, with a special focus on JLR's performance, tariff impacts, and future outlook.
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2025-04-04Niranjan Ghatule
Goldman Sachs has revised its economic growth forecasts for major Asian economies in 2025, lowering expectations across the board. This revision reflects growing concerns over global economic uncertainty, trade policies, and domestic challenges affecting growth prospects.
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2025-03-28Niranjan Ghatule
This article discusses Goldman Sachs' latest downgrade of the Indian IT sector due to growing macroeconomic uncertainties, particularly in the US. The firm has sharply cut its FY26E revenue growth forecast for Indian IT services to 4% YoY, citing slower US GDP growth and rising recession risks.
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