Speaking to ET Now as part of an Outlook 2026 interaction, Arora said investors should worry only after markets have delivered meaningful gains. “We worry about weak markets, not strong markets. Strong markets are meant to be enjoyed,” he said, adding that equity investing is inherently cyclical, with phases of inflows and pauses repeating over time.Markets need a rally before allocation concerns ariseArora dismissed the idea that sustained “Equities are not fixed deposits. There will be phases where marke ...

All right. I think all day long we're going to talk about whether this was a hawkish cut. Was it a neutral cut. Was it a dovish cut.What was your take. I I felt like Jac Powell's comments about the the path forward not really being clear. That was a bit hawkish, but at the same time, the bond buying on the short end that seems a bit doubbish.Seems like it has almost the same effect as a rate cut. How did you view it. >> Well, our economists think that it was of course uh less less hawkish than the market ha ...

[Music] It's not just the labor market and tariffs causing concern for investors. Historically, August and September are known for their seasonal weakness in the stock market. Stock market seasonal patterns are the directional tendencies of stock indices based on the time of the year.Certain times of the year tend to be more bullish for stocks, while other times during the year are more bearish. On average, August and September are two of the weakest performing months for US equities. While the start of Aug ...