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EMERGING MACRO STRATEGY
ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...- The AGM challenge: Mukesh Ambani seeks fresh RIL momentum after Rs 1.5 lakh crore wealth wipeoutReliance Industries Chairman Mukesh Ambani faces shareholder scrutiny at the AGM following a Rs 1.5 lakh crore market cap decline. Investor...
- 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...
- NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
- ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
- 'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...
- Indian economy, government finances, see mounting costs from Iran warIndia's economy, once humming with benign inflation and steady growth, now faces mounting costs from the Iran war. As a major oil importer,...
- RBI's foreign capital push reflects rising inflation, slowing growth concerns: ReportThe Reserve Bank of India is introducing new measures to attract foreign investment. This move aims to tackle rising inflation, slowing eco...
- More economic safeguards on the cards as West Asia conflict persists: ReportIndia is preparing new measures to protect its economy from the West Asia conflict. The government will introduce these steps gradually as ...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsThe latest escalation in the US-Iran war means that crude oil price is back as a risk for India. Although we are in a market already strugg...
- Bitcoin falls 12% in a week, drops below key $70K level as ETF outflows accelerateBitcoin has fallen below $70,000, dropping nearly 12% in a week. This decline is driven by institutional selling and negative ETF flows. Ma...
- ETMarkets AIF Talk| Returns with liquidity: How Vivriti's semi-liquid debt fund is redefining private credit investing, says Priyam KediaVivriti's Short Term Debt Fund offers private credit-like returns with periodic liquidity, resonating with investors. India's private credi...
- ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
- Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
- Why a flexible asset allocation approach beats static exposure over the next 3 years: ICICI Pru AMC’s Ihab DalwaiIndian markets are trading high. Relying on one asset class is risky. A flexible asset allocation strategy is recommended for the next thre...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- Any relief rally in markets likely limited and temporary: David RocheGlobal markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and eq...
- That sinking feeling: Rupee@100 is a mental fear, not macro nightmareThe rupee is under strong pressure due to rising global crude oil prices driven by Middle East tensions, briefly hitting an all-time low of...
- First-time investors should start with balanced funds and short-duration debt in first year: Anand Radhakrishnan, Sundaram MFAmid global uncertainty, Sundaram Mutual Fund's Anand Radhakrishnan advises investors to stay disciplined. First-time investors should begi...
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