2025-06-06Ravi Mehta
Warren Buffett’s Berkshire Hathaway has fully exited from two major S&P 500 ETFs and significantly reduced its stakes in top banking stocks, sparking global speculation. Is Buffett anticipating a financial downturn, or is this a calculated portfolio shift toward stability?
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2025-04-14Ravi Mehta
Citi Research’s latest Global Equity Quarterly report (April 2025) signals a major shift in global market strategy. The US market has been downgraded to Neutral amid tariff concerns and high valuations, while Europe remains Overweight and the UK sees an upgrade due to attractive valuations.
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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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2025-03-18Niranjan Ghatule
This article provides insights from Nilesh Shah, MD of Kotak AMC, on the current stock market trends, FPI activity, and sectoral opportunities. It covers key themes such as India's structural growth, the impact of foreign investor selling, and strategic investment approaches. Shah emphasizes the importance of quality stocks over momentum, the role of AI and defense sectors
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2025-03-15Niranjan Ghatule
This article discusses the recent increase in promoter holdings in key Nifty 50 stocks, including Maruti Suzuki, JSW Steel, and UltraTech Cement. It highlights how promoter buying signals confidence in a company's future growth, potential undervaluation, and long-term stability.
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