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DR POONAM TANDON
India’s growth story: Sectors poised to lead the next wave of market expansionIndia’s strong macro fundamentals, policy reforms, easing monetary conditions and revival in consumption and capex are expected to support ...- ETMarkets Smart Talk| FII selling shifts flows to Korea, Taiwan, Japan; DIIs remain net buyers: Dr. Poonam TandonIndia's sovereign rating upgrade by S&P is expected to lure back FIIs, boosting sectors like NBFCs and banks. Despite FII selling, DIIs rem...
- Independence Day Special | How SIP, demat explosion helped India declare independence from foreign money in 2025Indian stock markets are now less dependent on foreign investments. A surge in retail investors and SIP contributions has fueled this chang...
- ETMarkets Smart Talk: From MAGA to MIGA - Opportunities and challenges for India's economic growth, Dr. Poonam Tandon decodesMarkets have indeed been very volatile in the past couple of months. Firstly, corporate earnings performance has come below expectations fo...
- ETMarkets Smart Talk: After a blockbuster FY24, watch out for rupee depreciation and monsoon in FY25: Dr Poonam TandonDr. Poonam Tandon provides insights on market volatility, SEBI's valuation concerns, election-driven spending, and the semiconductor indust...
- ETMarkets Smart Talk: Real estate sector is witnessing a multi-year cycle: Dr. Poonam Tandon"We believe the long-term capex story remains intact as we are seeing a massive shift in the capex cycle benefiting from the China plus str...
- ETMarkets Smart Talk: Banks, defence, real estate, cement top sectors to benefit from economic expansion: Dr. Poonam Tandon"SIP flows continue to be strong despite global headwinds as the domestic economy is showing resilience. We are also seeing more NFOs being...
- ETMarkets Smart Talk: Cautious on smallcaps & midcaps till risk-reward becomes favourable: Dr Poonam Tandon"The Indian equity markets have seen a significant rally, driven by favorable macro and micro factors, continuous inflows by FIIs, and stro...
- ETMarkets Smart Talk: Why are FIIs looking at midcap companies? Dr Poonam Tandon decodes"Post covid, many mid-small cap companies have reported improvement in their operating performance coupled with leaner balance sheets. This...
- ETMarkets Smart Talk: Poonam Tandon like stocks in banking, capital goods, infrastructure, and utilities which offer growthThe ongoing rate tightening has begun to impact the financial systems in developed markets, leading to the collapse of some regional banks ...
- ETMarkets Smart Talk: Banking, capital goods & defence sector to see traction in FY24: Poonam TandonDespite external factors with respect to inflation and global slowdown remain challenging for India, we are positive on the domestic econom...
- ETMarkets Smart Talk: Poonam Tandon on top 6 sectors which could produce next set of multibaggers"We see market performance to be more stock specific and companies exposed to the domestic economy with healthy cash generation and leaner ...
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