COMMODITY INSIGHTS
S&P Global expects dated Brent crude to hit $55 per barrel by year-end
S&P Global anticipates a drop in Dated Brent crude prices. The price could hit $55 a barrel by the end of the year. OPEC's decision to gradually increase output influences this forecast. Ample supply and continued Russian oil flow contribute to the expected price decline. Ample stock and commercial inventory may further lower the price. Contango situation indicates comfortable supplies.
50% US tariffs are harsh and unsustainable, change certain: Anand Shah, ICICI Prudential AMC
ICICI Prudential’s Anand Shah expects tariff resolution through dialogue. He advises tilting portfolios to 50% equity allocation given current valuations, and favours consumer services and manufacturing over IT and FMCG as bottom-up stock selection becomes key to generating alpha. By Sameer Bhardwaj.
Dividend yield: Stock traders can use it differently to distinguish between the probability & possibility of making money
Dividend yield is not just an investor’s tool. At certain points in the market, it becomes just as relevant – sometimes even more so – for traders. Yes, traders. Now, why would dividend yield, of all things, act like a support line? The explanation lies in market memory and psychology. Around a certain level of dividend yield, value-oriented funds begin to step in because the price suddenly offers the comfort of an income stock. Momentum traders see valuation support and a floor building underneath the price. Options desks recalibrate, as downside looks limited and covered calls turn attractive. Each group is reacting to its own cues, but collectively they create the reflexive bounce that turns weakness into opportunity for traders.
Top equity mutual funds that delivered highest returns so far in 2025
Equity mutual funds gave returns up to 26% this year. Around 482 equity mutual funds marked their presence. Nippon India Taiwan Equity Fund topped with 25.59% return. Aditya Birla SL Intl. Equity Fund delivered 25.44%. HDFC Transportation and Logistics Fund gave 18.90%. Shriram Multi Sector Rotation Fund lost the most, around 24.96%. Samco Flexi Cap Fund lost 17.
US stock market jolted: Dow, S&P 500, Nasdaq tumble as Big Tech reels from bond angst, tariff shock and soaring gold at September’s kickoff
US stock market slipped at September’s start as surging bond yields, new tariff shocks, and record gold prices weighed on Wall Street. The Dow, S&P 500, and Nasdaq all fell, with Big Tech taking the hardest hit.
US stock market futures dip — Dow, S&P 500, Nasdaq in holding pattern ahead of the PCE inflation report — top gainers, losers, gold and oil trends today
U.S. stock futures slipped on Friday as investors turned cautious ahead of the crucial PCE inflation report, a release that could shape the Federal Reserve’s next rate move. With Wall Street fresh off record highs, the market is pausing to reassess risk as tech earnings disappoint and traders weigh the chances of a September rate cut.
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Why AI startups cost more, not less to build: Investor insights from ET Soonicorns Summit 2025
At the ET Soonicorns Summit 2025, Harshjit Sethi and Ritesh Banglani dismantled one of the most persistent myths in today’s startup ecosystem: that AI will make company building cheaper and faster. Instead, they argued, AI-native startups are proving to be far more capital-intensive than traditional ventures, yet also offer unprecedented opportunities for disruption.
U.S. stock market today: Dow, S&P 500, Nasdaq show caution — is a crisis brewing? Top stock to watch now
The U.S. stock market is showing a split picture today. The Dow Jones edges slightly lower, the S&P 500 holds steady, and the Nasdaq climbs as tech stocks lead the way. Investors are closely watching Nvidia’s upcoming earnings, making it the top stock to track amid today’s cautious trading.
India is wrestling with Bharat in supermarket aisles
India's FMCG sector is witnessing a significant shift as small and regional brands disrupt the dominance of multinational giants. These smaller players are capturing market share by catering to local tastes, offering competitive pricing, and leveraging digital channels effectively.
India’s music licensing market bleeds Rs 10,000 cr, Hoopr bets on fixing the gap
India’s music licensing industry is bleeding losses of over ₹8,000–10,000 crore annually due to rampant infringement and unpaid royalties, leaving artists underpaid and brands exposed to legal risks. Spotting this gap, IIM-A graduate and musician-turned-entrepreneur Gaurav Dagaonkar founded Hoopr in 2021.
Gold may consolidate, but bias stays positive on Fed rate-cut hopes: Analysts
Gold prices may consolidate soon. However, a positive trend is expected. The US Federal Reserve might cut rates in September. Traders will monitor US economic data and Fed speeches. Geopolitical events like the Russia-Ukraine situation and new tariffs on India are important. Last week, gold prices crossed Rupees 1 lakh on MCX.
US behaving like a bully; China will firmly stand with India: Xu
Ahead of Prime Minister Narendra Modi's visit, the Chinese envoy Xu Feihong criticizes the US trade policies. Xu calls the US a bully for imposing tariffs. He asserts China will support India against these actions. Both nations should enhance strategic trust. China welcomes more Indian goods. India has an edge in IT and biomedicine.
Multibagger or IBC - Part 20: An ICE-to-EV pivot is transforming this small-cap auto ancillary company
It is about a company which has changed over time. Incorporated in 1990, the company manufactures cylinder heads and has expanded into ICE, EV, and non-auto components. The EV portfolio now has nearly 90 parts, contributing 19% of revenues in FY25 versus 12% in FY24, while ICE declined from 73% to 69%. Non-auto businesses include defence, energy, agriculture, and aerospace. Recent US tariff hikes on aluminium die-cast parts have affected export demand, though existing agreements pass costs to OEMs. R&D investments reached Rs. 165-170 crore in FY25, with similar plans for FY26. This series on auto ancillary companies works with the assumption that, from the whole set of auto ancillary companies, some multibagger stocks will emerge. And some companies in this space risk going bankrupt.
Gold drops Rs 400 to Rs 1,00,020/10 g, silver plunges Rs 1,500
Gold prices dropped Rs 400 to Rs 1,00,020 per 10 grams in the national capital on Wednesday due to continuous selling by stockists, according to the All India Sarafa Association.
Gold price prediction: Bullion experts offer outlook for likely gold rate for September
Gold prices are likely to see some consolidation/correction in the coming week, analysts have predicted.
History of wealth creators: Everything should be in context, whether it is PE or PEG; on a standalone basis they mean nothing
Conventional wisdom suggests that a PEG below 1 is a bargain, a PEG equal to 1 is fair, and anything above is too rich. Textbooks, broker reports, and online forums all echo the same refrain: Avoid stocks with PEGs of 1.5 or 2, because they are overpriced. But history tells a different story. The best of the wealth creators have spent long stretches trading on PEGs comfortably above 1, often above 2, and yet delivered extraordinary returns. To understand why, one has to look beyond the formula to the essence of what investors are truly paying for: The quality and durability of growth.
PPI inflation shock rocks Wall Street and Trump — big Fed rate cut dreams go up in smoke
July PPI report jolts markets — big Fed rate cut dreams fade: Wholesale prices jumped 0.9% last month, the fastest since May 2022, while core PPI rose 0.6%, signaling persistent inflation. Jobless claims eased slightly to 224,000, but investors are cautious as hopes for a large September rate cut slip away.
Google Finance Unleashes AI: The Dawn of Smart Money Tracking
Google Finance has received its boldest upgrade yet, a dynamic AI-powered overhaul, featuring an interactive chatbot, smart charting tools, and a real-time news feed. This isn't just a cosmetic facelift: it's a visionary leap to redefine how millions engage with their money, blending Wall Street sophistication with Silicon Valley wizardry.
U.S. stock futures today in the red as Dow, S&P 500, Nasdaq fall ahead of pivotal inflation report — Tesla, AMD, Apple, Nvidia lead market movers
U.S. stock futures were slightly in the red early Tuesday as Wall Street shifted into a holding pattern ahead of a highly anticipated Consumer Price Index (CPI) report expected to shape the Federal Reserve’s next interest rate move. Weakness in mega-cap tech stocks like Nvidia, AMD, and Apple added to the cautious mood, while gold prices slid on ebbing safe-haven demand.
From McDonald’s eggs to your salt: Meet the secret American family with most billionaires running the world’s food supply
The Kargil-MacMillan family, with 14 billionaires, controls much of the global food supply. William Wallace Kargil started the company in 1865. He focused on grain storage and trade. The family expanded into various food sectors. They now dominate the grain trade. The company has 155,000 employees across 70 countries. The family prioritizes long-term control over public attention.
Trump’s punitive India tariff spoils PM Modi’s Russian oil math
Trump tariffs on India: The US decision to double tariffs on Indian goods due to Russian crude purchases has placed India in a difficult position, potentially disrupting its refining industry and straining relations with both Moscow and Washington. While India saved modestly on discounted Russian oil, its exports to the US are substantial.
US stock market rally explodes: Dow soars 500 points, S&P 500 & Nasdaq roar back as Microsoft, Nvidia, Apple, Palantir surge—weak jobs report fuels Fed cut buzz
Stock market rally today has captured Wall Street’s attention as the Dow Jones jumped 500 points, with the S&P 500 and Nasdaq also posting strong gains. This sharp rebound follows a weak U.S. payroll report, which has increased hopes for Federal Reserve rate cuts as early as September. With only 73,000 jobs added in July and unemployment ticking up, investors now expect multiple interest rate cuts by the end of 2025. President Donald Trump’s strong reaction to the data, including the firing of the BLS chief, adds political drama as markets shift.
Quant Mutual Fund receives final nod from Sebi to launch India’s first Specialized Investment Fund in August
Quant Mutual Fund has received Sebi’s approval to launch India’s first Specialized Investment Fund (SIF), marking a significant milestone in the AMC industry. Its debut product, the QSIF Equity Long-Short Fund, is set to launch in August 2025, targeting sophisticated investors with high-risk appetite and interest in advanced investment strategies.
HUL lowers prices of tea, homecare products but goes for hike in skincare segment
Hindustan Unilever Limited (HUL) is adjusting product prices. Price cuts are happening in tea and homecare due to lower commodity costs. Skincare prices are up because of rising palm oil prices. HUL is closely watching palm oil price movements. Rural markets are growing faster than urban ones. HUL expects urban market recovery to continue. The company's growth guidance remains unchanged.
NFO Insight: Can this multi asset allocation fund help diversify your portfolio?
360 One Mutual Fund introduces its Multi Asset Allocation Fund. Subscription is open until August 13. The fund diversifies across equities, debt, commodities, and REITs. It aims to balance risk amid market volatility. Experts advise caution with NFOs, preferring funds with performance history. The fund targets long-term growth and income. It allocates dynamically across asset classes.
ETMarkets Smart Talk| 15 sectors to watch: From EMS to aerospace engineering - Sunny Agrawal maps the opportunity landscape
Amidst volatile markets and global trade uncertainties, smart money is shifting beyond benchmark indices, focusing on high-potential sectors like EMS, auto ancillaries, and aerospace engineering. Despite tepid earnings expectations in some sectors, areas like cement and hotels are poised for double-digit growth.
ET Soonicorns Summit 2025: AI investments in Indian startup ecosystem—chasing hype or backing deal disruption?
At the ET Soonicorns Summit 2025 on 22 August in Bengaluru, leading VCs will explore whether India’s AI funding is strategically nurturing AI‑first, deep‑tech startups or simply riding a speculative wave. Register now to be in the room and position yourself at the forefront of India’s AI investment evolution.
US stock market futures mixed today: S&P 500 steady, Nasdaq climbs on AI rally, Dow drops as Tesla and IBM disappoint
Wall Street kicked off Thursday with a split mood, as US stock market futures painted a mixed picture ahead of the opening bell. The S&P 500 held steady near record highs, the Nasdaq pushed higher on the back of red-hot AI enthusiasm, while the Dow Jones slipped—dragged down by disappointing earnings from Tesla and IBM. As investors weigh strong tech momentum against weak industrial results and incoming economic data, the market is setting up for a potentially volatile session.
Eternal and RIL among stocks that Kotak Mutual Fund bought and sold in June
Kotak Mutual Fund increased holdings in Eternal (Zomato) and 380 stocks while cutting exposure in RIL and 139 others. Three new stocks were added. HDFC Mutual Fund exited six stocks, including Orient Cement and Elin Electronics.
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