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FCNR inflows may delay rate hikes, but banks face margin pressure: ReportForeign currency inflows have eased financial conditions for the Reserve Bank of India. This temporary relief allows the central bank to de...- Nifty mega caps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his Flexicap fund beyond largecapsMutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum sh...
- Smartworks to invest Rs 600cr in FY27 to expand biz, meet rising demand for managed office spacesSmartworks plans a Rs 600 crore investment this fiscal year for expansion. The company has already secured over 3.5 million square feet of ...
- ETMarkets Smart Talk | Two-year market consolidation may set stage for next bull run: UTI AMC’s Ajay TyagiTyagi, however, remains cautious on pockets of the mid- and small-cap universe, where valuations are above long-term averages. He sees larg...
- ET Prime Special Series: Multibagger or IBC - Part 73: The customer pays slowly. The machines depreciate slowly tooThe title of this series sounds binary. The businesses rarely are. Between a multibagger and bankruptcy lies a large middle ground where co...
- ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam SharmaSharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
- Decoding gold rally: Why yellow metal surged 15% in one month and should bullion be in your portfolio?Gold has staged a sharp 15% rally in August after a volatile start to the year, supported by renewed ETF inflows, strong central-bank buyin...
- ETMarkets Management Talk| EPL’s growth story enters next gear: High-teens guidance, 20% margins and Indovida merger, explains CEO Hemant BakshiStrong momentum in Beauty & Cosmetics, a recovery in Oral Care and the ramp-up of its Thailand operations are expected to support growth, w...
- More cars, thinner margins: Why rising sales aren’t boosting automakers’ profitsIndian car makers see strong sales volumes, but profits are declining. Rising commodity prices and currency shifts are impacting manufactur...
- Earnings recovery still not priced in, says Kotak Life's Hemant KanawalaIndia's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of...
- Gold prices rise for 3rd straight week, hit 3-month high. Can bullion reclaim $5,500 peak?Gold rose 5% this week to nearly $4,603, marking its third consecutive weekly gain, supported by a weaker US dollar, Treasury bond buybacks...
- Why Jefferies’ Chris Wood sees gold as the second-best hedge amid Iran war and fiscal risksJefferies’ Christopher Wood sees gold as the second-best hedge for investors amid rising geopolitical and fiscal risks linked to the Iran c...
- ETMarkets Smart Talk | India’s next growth leaders? Bajaj Alts’ Jitendra Gohil bets on electronics, solar, defenceHe also sees opportunities in defence, shipbuilding, infrastructure and aerospace, though he cautions investors about demanding valuations.
- IGL, MGL, Adani Total Gas shares rally up to 6% as govt boosts domestic PNG pushCity gas distributor stocks rallied after the government approved an incentive scheme to accelerate domestic PNG connections from September...
- Government offers cheaper domestic gas to city gas distributors to boost PNG connectionsThe government will provide cheaper domestic gas to distributors. This incentivizes converting inactive piped natural gas meters into worki...
- Rupee slide chips away at ISM outlayA weak rupee is causing what analysts and industry insiders estimate to be a “net double-digit cost overrun” for businesses relying on impo...
- Mutual funds raise IT exposure to 6.6% in July after record low. Is sentiment towards tech improving?In July, mutual funds increased their allocation to the IT sector to 6.6 per cent, marking a positive shift after an extended period of min...
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
- Inflation likely to rise from here as food prices remain key risk: ExpertsRetail inflation in India is projected to increase in upcoming months. Food prices are the primary driver, though inflation should stay bel...
- Has Dalal Street's near term outlook improved? HSBC lists 4 headwinds, 3 tailwinds to watch out forHSBC Mutual Fund remains constructive on Indian equities, citing improving earnings, private capex, policy support and potential trade deal...
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