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N. ARUNAGIRI
ETMarkets Smart Talk | Don’t mistake record highs for a broad rally: Why mid- and smallcaps are becoming increasingly selective, says N. ArunaGiriWith smallcaps also trading at significantly higher valuations than in previous cycles, the key question for investors is whether the curre...
Nifty’s next rally needs two battered warhorses to wake up. Which one will revive first?For a continued uptrend, India's Nifty index relies heavily on the resurgence of the banking and IT sectors. Banks are poised for a quicker...
FIIs are showering India with billions. Why are Nifty stocks missing the party?Despite foreign investors infusing billions into Indian equities, benchmark indices struggle to keep pace. Inflows in the primary market ar...
The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
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...
FIIs slash allocation in India's top 10 bluechip stocks by half. Is that a warning sign for your portfolio?Foreign institutional investors have significantly reduced their allocation to India's top blue-chip stocks, nearly halving their exposure ...
FIIs sell over Rs 2 lakh crore worth of Indian equities in 2026. What lies ahead?Foreign investors continue to sell Indian shares in 2026. They have offloaded equities worth over Rs 2 lakh crore this year. This trend mar...
FII exodus deepens in 2026 at Rs 1.75 lakh crore as April outflows swell to Rs 43,967 crore; FOMC next triggerForeign institutional investors offloaded Indian equities worth Rs 17,140 crore last week, extending April's outflows to Rs 43,967 crore. T...
$100 crude gives Rs 20 lakh crore shock to Nifty bulls this week. Best time to buy the fear?Crude oil above $100 has wiped out Rs 20 lakh crore in equity wealth, hammering markets in India as the Iran conflict escalates. The rupee ...
80% of Indian stocks are in bear market. Is it time to be greedy or fearful?Nearly 80% of Indian stocks are deep in bear market territory, hidden beneath modest index declines. Small and midcap companies have faced ...
Call 91.1 for rupee answered! How RBI rescued INR after 5-day slideThe Indian rupee rebounded sharply on Wednesday, posting its strongest single-day gain in two months after decisive RBI intervention halted...
Q2 earnings show Rs 4 lakh crore-crisis may deepen in stock market's riskier cornersRecent Q2 earnings reveal a troubling trend in India's stock market. Smallcap companies are experiencing the highest number of earnings mis...
The Rs 1.5 lakh crore paradox: Why FIIs are dumping stocks but chasing IPOsForeign institutional investors are divesting from Indian secondary markets while actively investing in IPOs, a trend termed 'The great div...
Nifty at record high: How to navigate challenges in a surging bull marketWhile it’s a common tendency to view downcycles as emotionally draining experience, the same emotional complexity often gets oversimplified...
Long & Short of Markets: Why is Jim Rogers bullish yet cautious on the commodity rally?While legendary investor Jim Rogers believes that commodities remain one of the cheapest asset classes right now despite a considerable run...
Trying to junk active equity funds? Think again! Tide is turning for stock pickersActive managers and stock-pickers had their day in the sun in 2017, with the market providing ample opportunity for alpha generation.
Stick to a strategy. That’s the key to generating long-term returnsSwitching strategies would have worked in the market if the navigation is through a rear-view mirror. Unfortunately, investing is all about...
Looking for silver lining in the dark clouds? India has plentyWe manufactured a crisis much before the pandemic hit the financial world.
Is value investing dead? Should you then flirt with the flavour of season?Value as a strategy has been under-performing for an extended period of time since early 2018