ETMarkets NRI Talk| The question is no longer 'Why India?' but 'At what valuation?': Bhaskar HazraHazra also shares his views on sector opportunities, the role of alternatives, and why financial assets are increasingly becoming a preferr...
06 Aug, 2026, 07.41 AM IST
ETMarkets NRI Talk | Alternatives can account for up to 20% of an NRI's India allocation: Shiv GuptaFrom portfolio management services (PMS) and alternative investment funds (AIFs) to private credit, these asset classes offer the potential...
05 Aug, 2026, 08.21 AM IST
AI could slow affluent India; QSRs, credit cards may show stress first: BNP Paribas’ Kunal VoraComing to loans, personal loans increased by 13% in FY25 and FY26 which is softer versus the earlier years. Also, the recent resurgence in ...
05 Aug, 2026, 07.45 AM IST
ETMarkets NRI Talk | Allocate 25-35% of your global portfolio to India for long term wealth creation: Pradeep GuptaFPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, an...
03 Aug, 2026, 12.07 PM IST
REIT mutual funds vs REITs: Why the fund route may be the smarter betDespite their benefits, REITs have not found widespread acceptance. Tax treatment is a major hurdle. When investing directly in REITs, inve...
03 Aug, 2026, 11.40 AM IST
Big age gap between children? Here’s what it means for your retirement, education planning, and family financesIndia’s falling total fertility rate, which currently stands at 1.9, below the replacement rate of 2.1, has ignited debates around smaller ...
03 Aug, 2026, 11.14 AM IST
Nifty correction a buying opportunity, but keep 10-15% cash: Sonam SrivastavaBanking is still the best risk-reward pocket in my view—valuations are attractive, credit growth is strong, and NPAs are very low. There’s ...
29 Jul, 2026, 08.11 AM IST
Dr Lal PathLabs shares soar 8% after Q1 earnings beat estimates. What Nomura, Nuvama, other brokerages are saying?Dr Lal PathLabs shares surged after a strong Q1FY27 earnings beat, driven by higher realisations and price hikes. Brokerages including Nomu...
27 Jul, 2026, 11.28 AM IST
Infosys’ next CEO; Swiggy renews Indian-ownership bidInfosys announced on Thursday that company veteran Ashiss Kumar Dash will be the CEO from April 2027. This and more in today’s ETtech Top 5.
23 Jul, 2026, 08.06 PM IST
Warren Buffett said Berkshire Hathaway would be worth half without this company – although it kept shrinkingWarren Buffett once told his shareholders that without one particular acquisition, Berkshire Hathaway “would be lucky to be worth half of w...
16 Jul, 2026, 10.41 PM IST
The Rs 1.5 lakh crore bank guarantee link that could rattle NSE, BSE and MCXRevised RBI norms on bank guarantees could squeeze proprietary traders by sharply reducing leverage and raising funding costs, potentially ...
16 Jul, 2026, 11.41 AM IST
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and ChinaChristopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India...
10 Jul, 2026, 10.02 PM IST
Sebi aims to ease shorting by nearly doubling stocks eligible for borrowing: ReportIndia's market regulator is set to nearly double the number of stocks available for short selling, aiming to invigorate the cash market and...
06 Jul, 2026, 03.29 PM IST
25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham DesaiMorgan Stanley's Ridham Desai sees a 25% chance of the Sensex touching 1 lakh within the next year, driven by stronger earnings and improvi...
06 Jul, 2026, 01.50 PM IST
FII stake in India's 10 biggest stocks hits 20-year low. Time to go against the crowd?Foreign investors are holding their lowest stake in India's top 10 companies in two decades, coinciding with valuations dipping below long-...
06 Jul, 2026, 09.55 AM IST
AI boom not shock-proof; chip shortage and weak pass-through weigh: ReportWhile AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuva...
03 Jul, 2026, 10.26 AM IST
Only 1/5th the size of NSE? Why Jefferies predicts 27% upside for this near-monopoly stockJefferies has initiated coverage on MCX with a Buy rating and a target price of Rs 3,600, implying 27% upside. The brokerage expects strong...
01 Jul, 2026, 11.27 AM IST