Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...
From AI to subsidies: Bernstein’s candid open letter to PM Modi flags 8 critical fault linesGlobal brokerage Bernstein has cautioned India against becoming a mere user of future technology. The firm suggests that continued reliance...
Shaktikanta Das reveals how India broke a ‘Chakravyuh’ and 7 steps for businesses to navigate war stormDuring a keynote speech, RBI ex-Governor Shaktikanta Das emphasised India’s remarkable ability to weather global storms. He referred to the...
NFO Update: Mirae Asset Mutual Fund launches Mirae Asset Infrastructure FundMirae Asset Mutual Fund has launched the Mirae Asset Infrastructure Fund, an open-ended equity scheme focused on India's infrastructure sec...
Looking for stocks with reasonable valuation and growth for next 2 -3 years? Consider these 3 themes: Ashish GuptaAshish Gupta, CIO of Axis MF, highlights three investment themes: consumption in discretionary sectors, the financial sector with a focus o...
Manufacturing theme offers a diversified portfolio. Anthony Heredia explains howWe believe the Production Linked incentive (PLI) along with the need for global corporates to de-risk their China play offers a secular opp...
If you can find growth at some value, that is where nirvana is for an investor: Sonam UdasiSonam Udasi, Senior Fund Manager at Tata Mutual Fund, discusses the fund's sector exposure, highlighting an overweight position in consumer...
Quant Mutual Fund launches Quant Manufacturing FundThe performance of the scheme will be benchmarked against Nifty India Manufacturing Index. The scheme will be managed by Sandeep Tandon, An...
Cabinet likely to approve Rs 25,000 cr scheme for semiconductor manufacturingUnion Cabinet is expected to approve a Rs 25,000-crore scheme for semiconductor manufacturing, reported ET NOW on Wednesday.
Investments via PLI schemes top priority: Nirmala SitharamanIndia's production-linked incentive (PLI) schemes, designed to encourage investment in the country, are being extended to new sectors inclu...
Stocks attracting govt capex and PLI incentives to outperform in run-up to Budget, says Sonam Srivastava of Wright Research"The Budget is expected to maintain its focus on domestic manufacturing revival and PLI schemes for labour-intensive sectors. Most importan...
We are not at the peak of panic yet; staying put is a good option: Mihir Vora“I do not know about carnage but I have been saying for quite some time for the past few months that overall valuations in the largecap spa...
Betting on 4 themes for next 3-5 years: Pankaj Tibrewal“Our portfolio is based on these four main themes along with exports which will include IT and pharma.”
Impact of PLI schemes a crucial theme to play onThe other theme which could be the next big trend is platform providers, says CIO, Helios India
What will be the biggest theme for next 10 years? Gautam Duggad answersHave a basket of stocks across sectors where the earnings visibility is going to be high. That is where one will make bulk of the money in ...
Broad-sized coaches to ply on standard gauge Magenta Line: DMRCSenior DMRC officials also said all coaches to be introduced under Phase-III of the Delhi Metro rail network would be broad-sized only.