The correlation between rising bond yields & equities: What should you do?

U.S. markets have cheered President Joe Biden’s $1.9 trillion stimulus package, the subsequent $2.3 trillion infrastructure plan, along with the rapid pace of COVID-19 vaccinations. Portfolio managers have snapped up recovery plays like energy, financials, industrials and sectors known to be sensitive to the economy. At the same time, bond yields have firmed in the past couple of weeks as the expansion in the U.S. economy also brings about worries

Going green: What’s Good for the Planet may also be Good for your Portfolio!

Renewable energy stocks have been buzzing lately as investors increased their focus on sustainability and climate change. The sector’s growth rate, too, has accelerated after de-carbonization initiatives expanded beyond the energy sector, with companies across the board doubling down on publishing environmental, social and governance (ESG) reports focused on cutting emissions.  Shares of such companies were in the limelight through 2020 when U.S. equities recorded stellar returns. Their movements are

Are U.S. Equities in a sweet spot?

Does an appreciated INR make it sweeter for Indian Investors? Indian investors are attracted to the US markets because of the presence of well-known companies with popular products. However, the dilemma is whether these companies present the right investment opportunity, especially, currently? Or does the US market as a whole present an investment opportunity? What about companies which are lesser known in India? Maybe those present a better opportunity? "One

Wall Street Hopes Bidenomics will be the Engine for U.S. Economic Growth

Wall Street is pinning high hopes on mass coronavirus vaccinations to propel the U.S. economic growth story forward. Investors bet that the resumption in economic activities will pick up pace from the spring season that will bolster corporate earnings and, in turn, justify the lofty valuations in the stock market right now. Global markets, and the ones in the United States, have recovered sharply from multi-year lows they hit during

Plugging into the Future: 2021, the year of the Electric Vehicle Revolution

If you thought 2020 was good for EVs, then the potential for this market in 2021 will surely impress you. The EV market is already looking more promising and profitable in the first few months of the new year. With Tesla’s (Ticker: TSLA) incredible rise making headlines in 2020, the entire EV industry has reaped the benefits. From EV producers and battery makers to companies building charging infrastructure, any company

U.S. markets: Time to expand your shopping bag or is there a bubble waiting to burst?

The U.S. markets staged a stellar rebound in 2020, pulling back sharply from the low levels they hit in March to make it one of the quickest recoveries in stock market history. The S&P 500 gained 16.5% for the year that was marred by the U.S.-China trade war, the COVID-19 pandemic and the U.S. presidential election.  While some of these risks could still prevail in 2021, worries about an overvaluation

2020 – The Stocks In Shining Armor!

2020 has been a year of ups and downs. The year, too many, felt like a repeat telecast of The Great Recession. Trade experts even opined that the past 12 months reminded them of the Dot Com Bubble from years ago. There were job losses, pay cuts, businesses shutting down, and companies suffering losses. It was truly a chaotic year for businesses and investors alike. The faith of investors remained unbridled even

Beyond The Pandemic: Outlook For U.S. Markets In 2021

As the year nears its end, it comes as no surprise that the coronavirus crisis will remain the main focus for stock markets in 2021. How are the U.S. markets placed to perform in the coming year? What are the factors or sectors to watch out for? What are the risks involved? Here, we would cover a broad range of topics that include:  How markets have remained resilient in 2020

Wall Street Performance During Past Election Years

For stock markets in the United States, 2020 so far has been a very volatile one. From scaling record highs in January to nosediving to multi-year lows around March to staging a stunning recovery to hit fresh peaks around September this year — all of these have happened in just a span of 10 months. To give you a little perspective, the CBOE Volatility Index (VIX), which measures the volatility,
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GRANOLAS May Give Investors a Bite into European Market Leaders

With steady cash flow, the dividend could make these companies winners. It has nothing to do with the munching bar you know. But it is called GRANOLAS. If you eat them at breakfast, it still is not GRANOLAS. For equity market investors, though, it is certainly food for thought. GlaxoSmithKline. Roche Holding. Nestle. L’Oréal. LVMH. Novartis. Novo Nordisk. ASML. AstraZeneca. SAP. Sanofi. These companies, leaders in their own right, make