Feed aggregator

1. Amid Reports Of U.S. Navy Sinking Iran’s “Most Advanced” SIGNIT Vessel, Houthis Strike American Warship Yet Again — Reports  EurAsian Times
2. Recipe for failure: On the U.S. and Yemen  The Hindu
3. Officials Warn Houthis: Attacks on the U.S. ‘Will Not be Tolerated’  The Wall Street Journal
4. MAGA hat, polo shirt: Trump seen in golf attire while watching Yemen airstrike he ordered  The Economic Times
5. Houthi CRUISE MISSILES Pound USS Harry S. Truman In CHILLING Revenge Hit; 'Enemy In Panic...'  The Times of India

1. Sudiksha Konanki missing case: Parents write to Dominican officials, ask them to declare daughter dead  The Indian Express
2. Missing Pitt student Sudiksha Konanki's parents reveal why they believe she drowned  The Times of India
3. ‘Declare her dead’, missing Indian student’s parent’s plea to Dominican Republic  The Financial Express
4. US News Live Today March 19, 2025: ‘With deep sadness and a heavy heart’: Parents of Indian student Sudiksha Konanki accept she drowned on spring break  Hindustan Times
5. The disappearance of Indian-origin Sudiksha Konanki: What really happened?  India Today

"We believe from here on there would not be major gains, all the profit booking by FII that we have seen in the past six months, the intensity will cool off from here on," says Rahul Veera, Nippon India AIF.So many moving parts within the globe. Help us analyse where the entire emerging market versus DM trade is actually as of now.Rahul Veera: If you see last for the past one week, your dollar index is down from 110 to 103 levels now. At that point of time, also the US yields, currently to 4.5%. We see that it is moving closer to 4.2%. So, some kind of EM trade was possible, but at the same time, not all EM markets are going in a similar direction. Again, a lot of them are moving in a sporadic way. For example, if we see Jakarta index today, it is almost 4.5% down today within the emerging market itself. So, very selective markets are up. There was a broader EM direction, which was positive, but only some markets are doing relatively better.What is the importance of dollar index? I know everybody talks about it, but the money could go to Europe, money could go to China, money could go to Japan. I mean, yesterday's sell figure was 4,000 crores. So, dollar index is down, yet FIIs are selling.Rahul Veera: If you see the weight of dollar index itself, 55% is indirectly the euro, then the Swedish Krona, and then the Yen, like all three of them have different weights within the dollar index. So, dollar index moving down, it is broader EM trade, the risk off trade that is playing out, that is the way to look at it. The risk off and risk on is more or less directional with the DXY, that is why that EM versus DM, that is the trade call that happens with DXY, that is the way we look at it.So, in the near term, what could be the trigger for us? Could it be monsoon? Could it be earnings? Could it be oil? Could it be tariff? What are the next two-three triggers for the market?Rahul Veera: On the conservative side, if we see the FIIs selling, almost 16% of the total index is held by FII today. The lowest that they have gone off till date is 13% back in 2004. So, from 16% to 13%, that is 3% of our total market cap of $4 trillion, so almost $120 billion selling is still a potential, like the worst case scenario that we can talk about. But we have seen that at every $10 billion selling of FII, in October we saw almost billion that comes through, the market goes off down by 10%. So, every 10 billion dollar from here on selling moves the market down by 10%. Now over the past six months we are already down smallcap, midcap are more than 20% down, the broader market is almost 14% to 15% down. From here on the valuations from froth zone have come down to comfortable zone. From here on with 87-88 rupees your dollar index plus given the earnings visibility or the cuts possibility, we believe the intensity of FII selling will slow down from here on. The intensity will slow down, that is the way to look at it. We believe from here on there would not be major gains, all the profit booking by FII that we have seen in the past six months, the intensity will cool off from here on. See currently we are close to 15 lakh crore of profitability for the NSE 500 companies. So, earning visibility for 12% to 15% for the broader market is still there. So, the visibility will be one key trigger, monsoon will be another kicker out there. Also, we are seeing some of the catalyst beyond what we have seen on the budget side or even directly or indirectly the 8th pay commission which is going to play out over the next 6 to 12 months. There are multiple factors that are going to play out. The whole question is when will the FII selling stop. We believe that is going to be very soon. Intensity will slow down from here on, so that is the broad call that we are taking as of now. The one call that everyone is wondering about is whether to go all in into India right now or do you think the year ahead is going to give us many opportunities to do that?Rahul Veera: See, we will have to be very selective from here on. From forth zone we have come down to a comfortable zone in terms of valuations. But are we in a deep value zone? The answer is no. We are not completely in a deep value zone. Selective pockets are very clearly visible where valuations are much more comfortable. So, we will have to be pure bottom up, look at the balance sheets over the next two to three years how will these things shape up, how the earnings growth or the profitability of respective companies, so what we saw the momentum for the past three years we believe that will not be back. It will be very sporadic. From here on we will have to be very-very selective in selecting the stocks for the respective portfolios or the strategies.Like you said you have to be very selective. We are not exactly in the deep value zone when you talk about the market despite we have seen a sizable correction. So, I wanted to understand where in the markets are you finding value right now and which sector do you think looks attractive apart from banks?Rahul Veera: So, beyond financials we believe healthcare is going to do really well. Again, if you see the tail, a lot of these companies in the tail of the not the larger pharma names but the bottom ones on the tail side are doing selectively very well. Some of the molecules that have been approved by the respective companies are actually going to bring very strong capability and the earnings visibility for the next three to five years which these companies will be able to showcase. So, we are selectively positive on the pharma names. Again, on the building material side some of the names that we are seeing the trigger overall playing out over the next two years is very strong. Also cement, we believe the consolidation in the next six months will play out. Also, the price growth that we are expecting in the cement sector will play out. The possibility of increasing royalties or at the mining level by state governments is happening but that hangover will be there but cement broader should do well over the next two years. Do you see merit in going back to government dominated stocks as in where capex was down and they could come back?Rahul Veera: It is going to be very challenging. If you see the budget, 11 lakh crore of total capital outlay that was downgraded to 10.8 lakh crore for the last year. This year again they revised it to 11 lakh crore, but within that if you see the sub-segments of the budget outlays, only power segment was the one which has shown higher growth 14% to 15% of capital outlay in the budget. The other ones like roads, railways, defence were almost flattish on a year-on-year basis. So, you will have to be very selective. So, we believe on the capital play or the capex play, power segment is going to do well. Within that defence, roads, railways you have to be very-very selective here.You did speak about the fact that the earnings growth will be a key catalyst for the markets going around from here on. We have not seen great earnings for the last two to three quarters and if you have to actually look at even Q4 the signals or the indications are not that bright as well. What is your take coming in on the earnings growth especially when we now step into the next FY and what should one pencil in when you talk about earnings?Rahul Veera: See, incrementally QoQ basis or Nifty level we were 5% earnings growth for the market, then we moved in Q3, we were closer to 8% and Q4 possibly we will move to 10% to 11%. So, broadly we are moving touching the double digits now. Now what has happened incrementally a very interesting point here in Q4 itself because of the tariffs, a lot of these export oriented companies have mentioned that they are doing very well because there is a bunch up of the exports towards US. So, a lot of companies in the US because of the tariff war they are trying to avoid any tariff related disruption and have been loading up. So, Q4 for the export oriented sectors will be relatively better but of course in Q1 again they will cool off. Now, on a consistent basis going forward for FY26 11% to 15%, 11% for the largecaps for the Nifty index and 15% for the broader index earnings is what is easily achievable. What is happening in the small and the midcap space according to you? Do you see that this space has topped out for many years now? I mean, there are exceptions in any sector but in general do you think this clan which is known as the small and midcap clan, has that space, that pocket has it peaked out for two-three years now?Rahul Veera: See that momentum, I will tell you a couple of things in my view which have played out. If you see five years back the number of Demat accounts, from 3 crores moved to 17-18 crores. So, all the money that had to be flushed in for one particular point of time in the past three years was pushed into in the markets for whatever different reasons has happened, so that one time of re-rating for smallcaps and midcaps that momentum that it created for across the market has played out very well. Now going forward again you will have to be selective from here on, balance sheets, your cash flows for the next two to three years, your earnings visibility and the entry point of valuations, all these factors will play out from here on. So, smallcap and midcap will do well if you are a good bottom-up stock picker that will do well, but for momentum or the whole breadth of the basket that will play out the answer is no. You will have to be very selective from here on.

1. Israel launches biggest Gaza attack since ceasefire, over 400 dead as truce lies in tatters: All you need...  Moneycontrol
2. "Negotiations With Hamas Will Take Place Only Under Fire": Netanyahu  NDTV
3. Children, a doctor: Some of the people killed by Israeli strikes in Gaza  Al Jazeera English
4. Israel Gaza airstrikes highlights: Israel strikes on Gaza spark global condemnation  The Hindu
5. Gaza ceasefire deal: Why the Hamas-Israel truce has not held  BBC.com

डिजिटल डेस्क, नई दिल्ली। GEN Z को लेकर इन दिनों चर्चा जोरों पर हैं। इस बीच बेंगलुरु स्थित CEO आशीष गुप्ता ने लिंक्डइन पर GEN Z को लेकर टिप्पणी की है। जिसमें उनके रील लाइफ के कारण रियल लाइल ज्ञान को कम आंका जा रहा है। CEO आशीष गुप्ता ने कहा, GEN Z रील्स बनाता हैं, लेकिन उसे असली गणित नहीं आता।

पोस्ट में आशीष गुप्ता ने एक असहज वास्तविकता की ओर इशारा किया, उन्होंने कहा- एक पीढ़ी जो वायरल कंटेट बनाने में तेज है। अपने हाल ही के कैंपस हायरिंग अनुभव को शेयर करते हुए, गुप्ता ने बीबीए और बीसीए जैसे स्ट्रीम से नए ग्रेजुएशन की भर्ती के लिए एक पॉपुलर इंस्टीट्यूट के सफर के बारे में बताया।

CEO आशीष गुप्ता ने पूछा सवाल

50 से अधिक छात्रों के साथ बातचीत करते हुए, उन्होंने कक्षा 5 का एक सीधा-सादा गणित का सवाल पूछा: 'यदि कोई कार पहले 60 किमी 30 किमी/घंटा की गति से और अगले 60 किमी 60 किमी/घंटा की गति से चलती है, तो इसकी औसत गति क्या है?'

केवल दो छात्रों ने सही उत्तर दिया, जबकि बाकी को इसे हल करने में संघर्ष करना पड़ा। फिर भी, जब उनसे पूछा गया कि वे कैसे प्रोडक्ट की मार्केटिंग करेंगे, तो गुप्ता ने पाया कि वे लोग इंस्टाग्राम रील्स, वायरल कंटेंट और डिजिटल ट्रेंड के बारे में विचारों से भरे हुए थे।

आशीष गुप्ता ने कहा

इससे एक कठोर सच्चाई सामने आती है, GEN Z सोशल मीडिया पर नेविगेट करने में बहुत तेज है, लेकिन बुनियादी समस्या-समाधान, तार्किक तर्क और वित्तीय साक्षरता का अभाव है। उन्होंने आगाह किया कि अगर यह असंतुलन जारी रहा, तो यह व्यक्तिगत वित्त, निर्णय लेने और विश्लेषणात्मक चुनौतियों से निपटने में पूरी पीढ़ी को असुरक्षित बना सकता है।

25 प्रतिशत अमेरिकी ही GEN Z को रखना चाहते

जेनरेशन Z फ्रेशर्स को नियुक्त करने के बारे में भर्तीकर्ता विभाजित हैं। केवल 25 प्रतिशत अमेरिकी भर्तीकर्ता उन्हें नियुक्त करने के लिए उत्सुक हैं, जबकि 17 प्रतिशत झिझकते हैं या खुले तौर पर अनिच्छुक रहते हैं। गुप्ता ने अप्रत्यक्ष रूप से कहा कि चुनौती पुरानी सोच से परे है और जेनरेशन Z के नजरिए और पारंपरिक कार्यस्थलों की मांगों के बीच एक बुनियादी अलगाव की ओर इशारा करती है।

कैसा है GEN Z?

नियोक्ता जेनरेशन Z कर्मचारियों के बीच अधिकार की भावना सहित विभिन्न चिंताओं की रिपोर्ट करते हैं, जिसमें 65 प्रतिशत नियोक्ता इसे एक प्रमुख मुद्दे के रूप में उजागर करते हैं। 55 प्रतिशत का कहना है कि जेनरेशन Z फीडबैक को व्यक्तिगत आलोचना के रूप में लेता है, जिससे विकास में मुश्किल हो जाती है।

1. Rigorous fitness routine awaits Sunita Williams, Barry Wilmore on earth  The Hindu
2. NASA’s SpaceX Crew-9 Re-Entry and Splashdown  NASA (.gov)
3. City night vigil for Sunita’s touchdown  The Times of India
4. After 9 Months In Space, Sunita Williams' Homecoming Just Hours Away  NDTV
5. How Sunita Williams's 8-day flight turned into a nine-month space struggle  India Today

1. What is the human coronavirus HKU1 detected in a woman in Kolkata?  Firstpost
2. Human Coronavirus HKU1 Detected In Kolkata: What We Know So Far  NDTV
3. Kolkata woman diagnosed with HCoV-HKU1: Causes, symptoms, treatment of human coronavirus  Moneycontrol
4. Rare human coronavirus HKU1 detected in Kolkata: Is it dangerous than COVID? All you need to know  India TV News
5. Rare human coronavirus detected in Kolkata: All about this coronavirus that spreads in humans and animals  India.com

1. iPhone 17 Series Dummy Units Suggest Design and Rear Camera Layout Changes  Gadgets 360
2. iPhone 17 Air Was Supposed to Offer Port-Free Design, But Apple Canned the Plan: Mark Gurman  Gadgets 360
3. iPhone 17, iPhone 17 Pro smartphones could feature updated 24-megapixel selfie camera  India Today
4. Elon Musk replies to video of Joe Rogan taking delivery of custom Tesla Model S Plaid  The Times of India
5. Apple reportedly considered iPhone 17 not having charging port, here's is what we know  The Economic Times

1. Nagpur violence updates: CM Devendra Fadnavis blames Chhaava movie for 'anger in people' against Aurangzeb  Hindustan Times
2. Devendra Fadnavis blames Chhaava movie for 'anger in people' against Aurangzeb  Hindustan Times
3. Watch: Nagpur violence over Aurangzeb’s tomb: Curfew, prohibitory orders imposed in several areas  The Hindu
4. 47 People Detained, 14 Cops Injured In Nagpur Violence: Minister  NDTV
5. Nagpur violence: Curfew in several areas, 15 arrested, 12 police personnel injured  Business Today

1. iPhone 17, iPhone 17 Pro smartphones could feature updated 24-megapixel selfie camera  India Today
2. New Air Variant, Slimmer Design: Leaked iPhone 17 Images Spark Buzz On Internet  NDTV
3. Apple’s iPhone 17 ‘Air’ Is a Step Toward a Slimmer, Port-Free Era  Bloomberg
4. Elon Musk replies to video of Joe Rogan taking delivery of custom Tesla Model S Plaid  The Times of India
5. iPhone 17 Pro Max price: A look at the pricing of the past seven ‘Max’ models  Hindustan Times

1. ‘Prayagraj Maha Kumbh reflects spirit of rising India’: PM Narendra Modi addresses Lok Sabha  Hindustan Times
2. PM Modi Praises Maha Kumbh In Parliament, Opposition Raises Questions  NDTV
3. Modi compares impact of Maha Kumbh to that of Gandhi's Dandi march and Bose's Delhi Chalo call  The Economic Times
4. PM clubs Mahakumbh with Gandhi, Bose, Bhagat Singh and 1857 in LS speech  Business Standard
5. 'Did not pay condolences': Rahul Gandhi targets PM Modi on Maha Kumbh speech in Lok Sabha  The Times of India

1. ED conducts raids against US billionaire George Soros backed OSF, linked entities  The Times of India
2. Probe Agency Raids George Soros' Foundation, Amnesty, Linked NGOs  NDTV
3. EXC: ED launches raids on Soros-backed OSF beneficiaries in Bengaluru  The New Indian
4. ED conducts searches on entities linked to George Soros in Bengaluru  India Today
5. ED searches beneficiaries of George Soros' OSF in a FEMA probe  Hindustan Times

10 magnesium-rich foods for better sleep  The Times of IndiaView Full coverage on Google News

1. Samsung announces roll out of OneUI 7: Availability, eligible devices, and more  Moneycontrol
2. Samsung Announces Official Rollout of One UI 7 Starting From April 7  Samsung Global Newsroom
3. Samsung Galaxy S24 Series Reportedly Get LOG Video Recording With Latest One UI 7 Beta Update  Gadgets 360
4. Samsung extends One UI 7 Beta to more devices: Galaxy S23 series included  Mint
5. Samsung reveals One UI 7 rollout details: Full list of phones, features, and release timeline  India Today

E-Cricket: Gaming studio Lightfury Games unveils its first title  The Economic Times