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EM IMPACT CAPITAL
Why foreign investors are exiting Nifty giants to hunt in India's small and midcap marketForeign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies...
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
Portugal eyes bigger role in India’s infrastructure, manufacturing push as trade ties deepenPortugal's Minister of State for Economy, João Rui Ferreira, expressed readiness to contribute to India's infrastructure goals, highlightin...
Goldman Sachs picks 12 alpha stocks amid record $22 billion FII exodusGoldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may...
$100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
Energy, banks, EMS stand out as key bets in volatile market: Manish SonthaliaGlobal crude oil prices and geopolitical uncertainty in West Asia are the primary drivers of market direction, overshadowing domestic facto...
ET Prime Special Series: Multibagger or Bankrupt - Part 56: An acquisition, a divestment, and a JV for EV. Ready for re-rating?Bulls argue this company is becoming a complete mobility-platform supplier in India: Power solutions and aftermarket, braking and safety. B...
Nifty can rally to 30,089 in Prabhudas Lilladher’s bull case scenario, adds 3 stocks to model portfolioDomestic brokerage Prabhudas Lilladher sees Nifty rallying 24% to 30,089 in a bull-case scenario, driven by strength in banks, capital good...
Long-term bonds are cheap now; patient investors may gain big, says Rahul Goswami of Franklin TempletonRate cuts are off the table, inflation is creeping up, and the Strait of Hormuz remains a wildcard. In a candid interview with ET Wealth’s ...
ETMarkets Smart Talk| Financials, consumer discretionary, metals to drive FY27 growth: Rahul BhuskuteDespite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities rema...
Nimesh Chandan backs private banks, cyclicals as valuations turn attractiveIndian markets are experiencing a temporary disruption, not a fundamental shift. Bajaj Finserv AMC's Nimesh Chandan sees this as a chance t...
IT rebound, banking bets & global themes: Sandip Agarwal maps the market playbookMarket expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant E...
Motilal Oswal sees 6% Q4 earnings growth for Nifty 50 amid Iran-US tensionsMotilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite...
ETMarkets Smart Talk | Financials, IT turn attractive; microfinance seen as turnaround bet: Niraj KumarIndian stock markets are presenting new chances for investors. Financial and IT sectors are looking attractive. Microfinance is seen as a t...
Always emerging, never emerged?BRICS has acquired a reasonable economic heft in relation to G7 and, tellingly, has quite a way to go in reaching the latter's consumption ...
VoltUp announces successful completion $8 mn seed funding roundMumbai-based VoltUp successfully completed an $8 million seed funding round led by EM Impact Capital, raising a total of $18 million. The s...
The reforms needed for G20 to be relevant to all members, and not just advanced economiesIt is widely believed there is an unevenness in the way rating agencies treat the countries in the Euro zone versus elsewhere. A better gov...
Fed rate hike and its impact on emerging marketsThe link has strengthened all the more since 2008-09 when the Fed launched its monetary stimulus known as quantitative easing (QE) and cut ...
ECB easing unlikely to bring inflows, may impact to EM currencies: Badrish Kulhalli, HDFC LifeDivergence between the ECBs easing versus the Fed’s tightening will have impact on currency markets and that will not be very good news EM ...
Economic slowdown in emerging markets impacts global export demand: ReportWhile the tightening has been relatively successful in reversing the capital outflow in some countries, there has been an impact on the gro...