Private sector banks are the best contrarian bet for the next 3 years, says S NarenICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown i...
08 Jun, 2026, 09.22 PM IST
Morgan Stanley sees Reliance Industries’ AI, new energy bets powering next growth chapters. Here’s whyMorgan Stanley believes Reliance Industries has entered its fifth monetisation cycle, with artificial intelligence infrastructure and new e...
01 Jun, 2026, 04.37 PM IST
ETMarkets Smart Talk | Don't mistake FII outflows for a loss of confidence in India's growth story: Himanshu SrivastavaForeign investors withdrew almost $5 billion from India funds in March 2026. This outflow stemmed from global uncertainty and high valuatio...
28 May, 2026, 09.00 AM IST
Pakistan plans oil reserves, storage push as Hormuz constraints expose vulnerabilitiesPakistan is proposing a bonded storage plan to boost its energy security by allowing international suppliers to hold petroleum stocks. The ...
26 May, 2026, 05.11 PM IST
Sentiment is broken, fundamentals are not. PL Asset Management CIO says now is the time to buyIndian equity investors, frustrated by stagnant returns, are urged by Sandeep Neema of PL Asset Management to distinguish weak sentiment fr...
25 May, 2026, 09.00 AM IST
Wake up, smell their coffee: What India needs to do to allay concerns of fleeing foreign investorsThe complexity of India's tax framework is causing hesitation among foreign investors, with recent capital outflows underscoring this issue...
17 May, 2026, 11.15 PM IST
Gold ETF inflows jump 34% to Rs 3,040 crore in April; silver ETFs log third straight outflowGold Exchange Traded Funds attracted substantial investment in April, with inflows surging by 34 percent. This marks a positive trend for g...
12 May, 2026, 12.26 PM IST
AI optimism keeping global markets resilient despite West Asia tensions: William LeeGlobal markets remain strong, prioritizing AI and technology over West Asian conflicts. Investors believe the war will be short, allowing f...
12 May, 2026, 11.58 AM IST
Active and passive funds together can help achieve financial goals during market volatility: ICRA AnalyticsICRA Analytics said investors should blend active and passive mutual fund strategies to navigate volatile markets driven by geopolitical te...
07 May, 2026, 12.05 PM IST
Gold, silver climb amid signs of West Asia de-escalationWednesday marked a notable rise in gold and silver prices as hopes for a truce in the West Asia conflict sent ripples through the market. G...
07 May, 2026, 07.38 AM IST
Global debt hits record of near $353 trillion, with signs of move away from USGlobal debt has reached a record nearly $353 trillion. Investors are now looking beyond U.S. Treasuries, showing more interest in Japanese ...
06 May, 2026, 09.04 PM IST
FIIs sell Indian equities on 150 of last 240 trading days. What does it say about their return timing?Foreign investors have sold Indian stocks on most trading days recently. This trend is linked to rising oil prices, a weaker rupee, and hig...
05 May, 2026, 09.31 AM IST
Power, auto ancillary, and mid-size banks: Where Motilal Oswal Private Wealth is putting money nowMotilal Oswal Private Wealth is investing cash into key sectors. Power is a top pick due to rising demand. Auto ancillary firms are set to ...
29 Apr, 2026, 09.00 AM IST
Shipping data shows China trimming fuel exports, not haltingChina is reducing refined fuel exports, not banning them. Shipments to countries like Malaysia and Australia continue. April export cuts ar...
20 Apr, 2026, 02.14 PM IST
Biggest currency clampdown in decade risks backfiring for IndiaIndia's Reserve Bank of India has intervened to support the rupee, forcing local banks to unwind bearish bets. This move, while strengtheni...
10 Apr, 2026, 01.38 PM IST
Who really sets gold prices? Central banks hold the power—and it’s unpredictableTreat gold strictly as insurance, not as a trade on geopolitical drama. The price of your insurance is set by central banks and finance min...
06 Apr, 2026, 11.01 AM IST
Allocate 10–25% globally, use ETFs for diversification: Himanshu Kohli of Client AssociatesAmid geopolitical tensions and market volatility, investors are advised to diversify portfolios internationally, allocating 10-25% to globa...
24 Mar, 2026, 09.00 AM IST