The Latest Breaking News from Corporate Earnings

Asian stocks mostly fall back despite latest earnings-driven rally on Wall Street

Shares are mostly lower in Asia after U.S. stocks hit all-time highs, driven by expectations of fat corporate earnings

The Independent UK · Oct 7

Explained: How RBI rate hike may impact Sensex, Nifty after 8-week losing streak

The Reserve Bank of India is expected to announce a 25-basis point rate hike in its upcoming meeting. Analysts assert that this rate hike has already been largely priced into the stock market. While sectors such as real estate and autos may experience some volatility, clean balance sheets could mitigate…

The Economic Times · Oct 6

US stocks: Nasdaq hits record as megacap gains offset elevated Treasury yields

On Monday, the S&P 500 gained ground and the Nasdaq Composite hit a historic high, propelled by heavyweight stocks. The technology sector led this upward trend, thanks to impressive performance from Nvidia, Meta Platforms, Microsoft, and Tesla. However, the Dow Jones Industrial Average faced a slight setback amid elevated Treasury…

The Economic Times · Oct 5

India’s growth engine still has plenty of runway with earnings set to accelerate: Jefferies

Jefferies expects India’s real GDP growth to stay at 6.5-7% in the current fiscal, with corporate earnings growth accelerating to 17% next fiscal from 14%, despite geopolitical and energy risks.

The Economic Times · Sep 20

Barclays raises S&P 500 year-end target to 7,950 on strong earnings

Barclays raised its year-end S&P 500 target to 7,950 from 7,800, citing strong corporate earnings and continued AI investment. The brokerage expects earnings momentum to persist despite inflation, geopolitical risks and interest-rate concerns. Other major banks are also bullish, with several forecasting the index to finish the year above 8,000.

The Economic Times · Sep 9

Indian economy growing faster than it looks? World Bank’s Neelkanth Mishra pushes back on doubts over 7.8% growth

High-frequency data reveals that India's economy is on an upward trajectory, exhibiting robust growth. An executive highlights vibrant vehicle sales and soaring credit demand. Additionally, corporate earnings show positive trends, with notable increases in capital expenditure. However, the nation is still on the path to fully recovering from the effects…

The Economic Times · Sep 7

ETMarkets Smart Talk | Nifty at 20.5x is not expensive; smallcaps are where valuations worry us: Pradeep Gupta

With the Nifty trading at around 20.5 times earnings — nearly 12% below its 10-year average — Gupta argues that the broader market is not expensive, especially at a time when corporate earnings are accelerating and upgrades are outpacing downgrades.

The Economic Times · Sep 4

Rising Treasury yields emerge as key risk to Wall Street’s record rally

Investors in the US stock market are monitoring Treasury yields closely, aware that they may hinder any potential rally. The benchmark ten-year yield is nearing levels that could disrupt equity valuations. While robust corporate earnings currently mitigate rising borrowing costs, the focus is shifting to inflation and interest rates. Should…

The Economic Times · Sep 3

Nominal GDP growth set to surge to 12%. Why the stock market may still struggle to rally

India’s nominal GDP growth could accelerate to 11.5%-12% in FY27, supporting stronger corporate earnings. However, elevated valuations, rising equity supply and potentially slower domestic flows could limit broad market gains. Jefferies favours lenders, power, ports and real estate, but sees a selective stock-picking environment rather than a broad-based rally.

The Economic Times · Sep 3

JP Morgan traders back down bullishness on US stocks after Fed chair Warsh's Jackson Hole speech

JPMorgan Chase traders are now tactically cautious on US stocks for upcoming weeks. This shift follows Federal Reserve Chairman Kevin Warsh's hawkish comments on interest rates. Traders cite uncertainty over rate outlook and potential AI stock unwinding as key risks. Despite near-term caution, the broader market backdrop is expected to…

The Economic Times · Aug 31