Harshad Patwardhan from Union AMC anticipates Indian markets will improve in the second half. Foreign fund outflows and IT sector pressures currently challenge performance. Festive demand, GST cuts, and RBI rate adjustments will boost consumer sentiment. Earnings growth is expected from the second half. Foreign institutional investment may return as trade issues resolve.
In the investment field if you are delivering returns aligned to investors expectation, flows will eventually flow. Baroda BNP Paribas Multicap Fund has consistently delivered returns through various market cycles.
REITs offer retail investors a modern, accessible way to invest in income-generating real estate without ownership hassles. They provide steady income, tax efficiency, and liquidity, outperforming fixed deposits and rental flats. SEBI's reclassification as equity further enhances their appeal and accessibility for diversified portfolios.
Bank of Japan Governor Kazuo Ueda affirmed inflation is on track for its target but cautioned that global uncertainties, including US tariffs and labor market weakness, might discourage wage increases. His comments suggest flexibility regarding an October rate hike, leading market players to anticipate a December increase instead.
The government shutdown that began on Wednesday could delay the release of a large chunk of economic data, meaning the Fed's ability to accurately assess the labor market and inflation situation - which was already limited - will now be much worse. That, in turn, could make the market rethink its own conviction about the near-term rate outlook.
Venezuela's Defense Minister reported five "imperialist combat planes" near its coast, characterizing it as a U.S. threat and provocation. The government urged "U.S. Secretary of War Peter Hegseth" to cease his "reckless" posture, linking the incident to ongoing U.S. anti-drug operations in the Caribbean. This heightens tensions amidst U.S. accusations against Maduro.
Japan's ruling LDP is holding a pivotal vote to select its new leader, potentially making history with the nation's first woman prime minister or youngest leader. Front-runners Sanae Takaichi and Shinjiro Koizumi offer contrasting economic strategies to tackle the party's crisis and a sluggish economy.
Nine people died and four police were injured in a Peshawar blast. The device targeted a police vehicle. Another powerful explosion in Quetta killed ten and injured thirty-two near the Frontier Corps headquarters. Balochistan Chief Minister condemned the incident as a terrorist attack. Security forces responded, killing four assailants.
Boeing is expanding plans to replace 3,200 striking St. Louis-area workers with new hires, with training for the first group beginning Friday. Union officials dismiss this as a bluff, citing extensive training and security clearance requirements. Senators criticized Boeing's refusal to increase its offer, contrasting it with the CEO's substantial compensation package.
