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NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...- No runaway rally likely; markets to trade in broad range: Sameer DalalEquity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon r...
- ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...
- Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
- Don't wait for FIIs: Nippon MF CIO Sailesh Raj Bhan on why market will rise before foreign money returnsIndian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan, advises accumulating world-cla...
- Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
- ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
- Sectoral and thematic fund inflows plunge 67% to Rs 647 crore. Are investors turning away from thematic bets?Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline suggests investors are moving away fr...
- Full impact of inflation not yet in earnings; may reflect next quarter, warns Unmesh SharmaHDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially...
- AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
- US economy remains strong, India must accelerate reforms and AI adoption: Ajay SrivastavaMarket veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emph...
- Is India's 1991 economic model dead? Why 'reforms' aren't enough & the state must step inIndia faces economic headwinds from global events and domestic investor wariness. The traditional reform model is no longer sufficient. Str...
- Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...
- Markets poised for a positive run if geopolitical risks ease: Ambareesh BaligaMarket veteran Ambareesh Baliga sees Indian equities well-positioned if geopolitical tensions ease and macro conditions remain supportive. ...
- India's households lose Rs 12.6 lakh crore in brutal Q4 equity selloff as FIIs fleeThe report said the ownership gap between individuals and FPIs has reversed sharply over the last decade. "In March 2014, the gap stood at ...
- Rupee can hit 100, balance of payments already under stress: Diviya Nagarajan, UBSIndia faces mounting economic challenges, with UBS warning of a potential rupee slide to 100 and a $50 billion balance of payments stress. ...
- JP Morgan warns of FY27 earnings risk, says Nifty can fall to 20,500 in bear caseJP Morgan has cautioned that India’s FY27 earnings face significant risks from an extended energy and logistics shock linked to the Middle ...
- Rural India, agro chemicals, and value retail: Where Aniruddha Naha is putting money to workAniruddha Naha of PGIM India sees opportunity in rural India's revival. He advises investors to build portfolios now for a stronger FY28. N...
- Gold stocks still overvalued despite market correction: Aditya ShahIndian markets experienced volatility as geopolitical tensions and rising fuel prices fueled investor caution, leading to a shift towards d...
- Sectoral & thematic mutual funds see decline of 28% in monthly inflows in April. Are investors turning cautious?Sectoral and thematic mutual fund inflows dropped 28% in April, raising investor caution. Experts suggest this trend reflects investors cha...
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