ETMarkets Smart Talk | Fed tightening returns: Ritesh Nambiar on what it means for Indian bonds and the rupeeA renewed Fed tightening cycle could push US yields higher, strengthen the dollar and put pressure on emerging-market currencies. For India...
28 Sep, 2026, 09.16 AM IST
ETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bondsArchit Shah, CIO at Zurich Kotak General Insurance, expects the RBI to hike repo rates by 50-75 bps towards 5.75-6% if inflation, crude, an...
27 Sep, 2026, 10.45 AM IST
Same playbook, different numbers: Why FPI selling may not be the story it looks likeIndian equities extended their losing streak as elevated crude, US Treasury yields, geopolitical risks and FPI selling weighed on sentiment...
26 Sep, 2026, 05.05 PM IST
FIIs unlikely to return in large numbers without new growth engines in India: BernsteinForeign Institutional Investors are expected to remain cautious regarding Indian equities over the coming year. A report indicates that sig...
26 Sep, 2026, 04.40 PM IST
RBI bulletin: India's financial, external sectors continue to draw strength from resilient domestic economyIndia's economy is showing resilience despite global uncertainties and high geopolitical tensions affecting financial markets, RBI's bullet...
25 Sep, 2026, 11.21 PM IST
ETMarkets Smart Talk| Fed, dollar, crude, rupee: The four-way squeeze Indian markets need to watch, Sachin Shah decodesIn this episode of ETMarkets Smart Talk, Sachin Shah, Executive Director and Fund Manager at Emkay Investment Managers, decodes the four-wa...
24 Sep, 2026, 09.23 AM IST
Rupee has scope to stabilise, appreciate: RBI deputy governor Poonam Gupta"One may think of the cumulative depreciation of the INR in the past year and a half to be a temporary phenomenon," she said. "If anything,...
24 Sep, 2026, 12.15 AM IST
Bitcoin holds near $86,000 as spot Bitcoin ETF inflows hit 11-month high of $999 millionBitcoin traded near $86,000 after US spot Bitcoin ETFs recorded nearly $999 million in single-day inflows, their strongest in 11 months. In...
23 Sep, 2026, 04.18 PM IST
Jamie Dimon has a message for India: Don’t make foreign capital work harderIndia’s economic momentum and financial-market reforms have not translated into foreign investment flows commensurate with its growth ambit...
22 Sep, 2026, 11.12 PM IST
South Korean pension fund seeks India government bond investment licence: ReportSouth Korea's significant pension fund is looking to invest in Indian government bonds, as India strives to enhance foreign capital influx ...
22 Sep, 2026, 12.00 PM IST
Bitcoin retreats from eight-month high after dizzying 13% rallyBitcoin pulled back to about $85,500 after a surge of 13% in four days, supported by broader risk-asset gains, ETF inflows, bullish options...
22 Sep, 2026, 08.56 AM IST
ETMarkets Smart Talk | Higher US rates could accelerate capital flight from EMs, but India remains better insulated: Rajesh PalviyaRajesh Palviya, Head of Research at Axis Direct, believes another US rate hike could tighten global financial conditions, strengthen the do...
21 Sep, 2026, 09.37 AM IST
PE investments in flex office spaces rise to USD 30.9 mn in H1 2026: Knight Frank IndiaPrivate equity investment in India's flex office sector hit USD 30.9 million across two deals in H1 2026, already above the USD 24.3 millio...
19 Sep, 2026, 06.47 PM IST
Only 2 of 23 mutual fund themes gained in August; IPO, defence stay green as auto, railways and tech slide : ReportOnly two of 23 mutual fund themes, IPO and defence, gained in August as domestic equities faced broad-based pressure, according to Vallum C...
19 Sep, 2026, 01.41 PM IST
ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish KumarMidcap and smallcap stocks are hitting record highs, but rising valuations and higher US Treasury yields could challenge the rally. ICICI P...
19 Sep, 2026, 10.51 AM IST
MFs turn selective, pick Coal India, LIC among large-caps in AugustAmid the backdrop of increasing US interest rates in August, fund managers proceeded with caution, prioritizing large-cap stocks that offer...
17 Sep, 2026, 09.03 AM IST
Can Rs 6.6 lakh crore in potential PSU divestments bring FPIs back to Indian markets? Axis Capital explainsAxis Capital says faster government divestments could expand India’s investable equity pool, ease valuation pressures and limit foreign out...
14 Sep, 2026, 03.30 PM IST