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2025-05-13 09:36:52| The Economic Times

Kotak Institutional Equities reports a weak earnings environment. Management commentary remains neutral. Nifty earnings growth is expected to be around 10%. Optimism exists regarding tariffs and geopolitics. Concerns persist about a global slowdown. Investors are closely watching RBI's liquidity support and interest rates. A good monsoon is anticipated to boost consumption. Regulatory changes are expected to ease business operations.

Category: News and Media

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2025-05-13 09:10:08| BBC News | Business | World Edition

The number of workers on payrolls fell in the first three months of the year, official figures show.

Category: News and Media

2025-05-13 08:47:18| The Economic Times

Kotak Institutional Equities rebalanced its model portfolio, raising weights in InterGlobe Aviation and Pidilite Industries while dropping Dabur due to poor execution. Despite geopolitical tensions, markets remain resilient with strong FPI inflows. However, Kotak stays cautious on high valuations, muted earnings growth, and pressures in mid- and small-cap stocks.

Category: News and Media

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