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NACHIKETA SAWRIKAR
ETMarkets Smart Talk| F&O STT, UPI charges and trading costs: Sandeep Neema on the hidden drag on retail returnsIn this segment of ETMarkets Smart Talk, we speak with Sandeep Neema, Director and Fund Manager at PL Asset Management, about the real risk...
ETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati KhemaniSwati Khemani, Founder & CEO of Carnelian Asset Management & Advisors, believes de-rating is the “other side of alpha” and one of the most ...
ETMarkets Smart Talk | Fed tightening returns: Ritesh Nambiar on what it means for Indian bonds and the rupeeA renewed Fed tightening cycle could push US yields higher, strengthen the dollar and put pressure on emerging-market currencies. For India...
ETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equitiesThe Federal Reserve’s rate hike may be largely priced in, but according to Nachiketa Sawrikar, Fund Manager at Artha Bharat Global Multipli...
Explained: What US Fed’s first 25 bps rate hike in 3 years means for Indian stock marketThe US Federal Reserve has raised interest rates for the first time since 2023, taking the benchmark rate to 3.75%-4.00% as stubborn inflat...
HAL, BDL, BEL, other defence stocks surge up to 13% as Iran-Israel war escalates; what to expect?Defence stocks in India saw a significant surge on Monday. This rise was driven by the escalating conflict in the Middle East. Investors an...
Gold, silver prices likely to soar tomorrow amid escalating Middle East war; what lies ahead?The prices of gold and silver will remain in focus tomorrow after US-Israel’s strikes on Iran killed the country’s supreme leader, Ayatolla...
Will Sensex, Nifty react amid escalating Middle East war after Khamenei’s killing?Indian benchmark indices Sensex and Nifty will remain in focus tomorrow, as the war in the Middle East flared up after the killing of Iran'...
FIIs pour Rs 22,615 crore into Indian equities in February. Can Iran-Israel conflict flip the trend?Foreign investors showed buying interest in Indian stocks in February. However, recent geopolitical tensions are causing concern. Experts b...
US Fed delivers 3rd rate cut in a row. What does it mean for Indian stock market?The US Federal Reserve cut the federal funds rate by 25 basis points to 3.50–3.75% on December 11, marking its third consecutive reduction....
US Federal Reserve cuts rates by 25 bps again, sets tone for 2026The US Federal Reserve cut its benchmark rate by 25 basis points, a move anticipated amid cooling inflation and mixed economic data. This d...
The big Rs 1.4 lakh crore question: Are FIIs done betting against Sensex, Nifty?Foreign investors may reverse their stance on Indian markets. A rally in Sensex and Nifty is expected. US Federal Reserve rate cuts and Ind...