The standout growth in Taiwan's stock market was largely driven by the country's critical role in the global semiconductor supply chain, according to analysts

Expert view: Anirudh Garg of Invasset PMS predicts the Nifty 50 may drop below 22,000 in 2025 before recovering. He sees the index as fairly priced, with an 8-10% downward bias, despite a bullish outlook over the next two years.

In 2024, the benchmarks Sensex and Nifty recorded gains of over 8 percent each, while the BSE Midcap and BSE SmallCap indices surged by 26 percent and 29 percent, respectively.

Garg believes that even though US inflation is currently under control, the Fed Chair's comments on being data dependent implies that they cannot afford to let it spiral out of control.

To identify good quality stocks after a weak quarter when most companies saw a downgrade in earnings estimates, ET Wealth has identified nine stocks where analysts have upgraded the full-year earnings or PAT estimates for both 2024-25 and 2025-26. The nine stocks identified currently offer a potential double-digit appreciation in the share price over the next one year - by December 2025

An increase in government capex in the upcoming Budget is likely, as it aligns with the government’s goal of stimulating economic growth and creating jobs, said Anirudh Garg.

A UPI block mechanism enables investors to set aside funds in their bank accounts for stock trading, rather than transferring the funds to a trading member. Launched in 2019, the UPI block mechanism initially served as a payment method for retail investors participating in public share sales.

In the current market environment, the focus should shift from aggressive returns to capital preservation. With high valuations and rising market volatility, a prudent approach would involve cautious allocation and a selective choice of sectors, says Garg

RBI Governor Shaktikanta Das on Friday reduced the cash reserve ratio (CRR) to 4% in two phases, aiming to address liquidity deficits caused by rupee depreciation and capital outflows. While there was no rate cut, the CRR reduction sparked a 2% rally in bank stocks, particularly benefiting low-float PSU banks, as it boosts lending and supports net interest margins (NIMs).