ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V SrivatsaThe valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap...
14 Sep, 2026, 08.52 AM IST
ETMarkets AIF Talk | Aerospace, electronics, CDMO, auto ancillaries: Where Rajesh Kothari sees India’s next growth opportunitiesRajesh Kothari, Founder and Managing Director at AlfAccurate Advisors, believes the investment opportunity in India is expanding at the sec...
14 Sep, 2026, 08.40 AM IST
ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...
14 Sep, 2026, 08.30 AM IST
Valuation question! Why did NSE cut its IPO size and price below unlisted market levels?NSE MD and CEO Ashish Chauhan said the exchange had invited shareholders to tender shares before filing the draft red herring prospectus. H...
12 Sep, 2026, 10.41 AM IST
Global funds sour on India stocks as some cut allocation to zeroGlobal investors are reducing Indian equity exposure due to a lack of AI investment themes. Foreign portfolio ownership has fallen to a sev...
12 Sep, 2026, 08.35 AM IST
Earning in dollars doesn’t make NRIs better investors: Currency advantage alone isn’t enoughFor NRIs earning in stronger foreign currencies such as dollars, pounds or dirhams, investing in India can offer greater rupee purchasing p...
11 Sep, 2026, 01.58 PM IST
NFO Insight: JioBlackRock Balanced Advantage NFO opens September 11. Is it worth investing amid category outflows?JioBlackRock has introduced its Balanced Advantage Fund, available for subscription until September 25. This innovative fund aims to strate...
11 Sep, 2026, 12.03 PM IST
Midcap rally hides a deeper split: Every second stock down but index up 11% in 1 year. Are investors walking on thin ice?The Nifty Midcap 150 has gained around 11% over the past year, outperforming the Nifty’s 6% decline. However, the gains have been uneven, w...
11 Sep, 2026, 11.42 AM IST
Adani Airports raises ₹9,825 crore from four investors at $18 billion valuationAdani Airport Holdings is raising ₹9,825 crore ($1 billion) from Alpha Wave Global, Premji Invest, Temasek and BlackRock at an $18 billion ...
10 Sep, 2026, 02.05 PM IST
Quote of the day by Chuck Akre: "People say the market is overvalued, but if you are only looking at certain names, you will always find times when those names are undervalued. That’s what we’re waiting for"Legendary investor Chuck Akre says elevated market valuations should not deter investors from equities. Instead, investors should focus on ...
09 Sep, 2026, 04.26 PM IST
Nifty drops 4% in less than 5 weeks despite attractive valuations in largecaps. What can reverse this trend?Despite their appealing valuations, Indian largecap stocks are currently on a downward trend. Meanwhile, the mid and smallcap sectors are e...
09 Sep, 2026, 10.42 AM IST
FPIs sell $1.6 billion of Indian stocks in five trading sessionsAfter a brief period of optimism, foreign investors are retreating from Indian stocks as rising crude oil prices and escalating global bond...
09 Sep, 2026, 09.40 AM IST
India’s late-stage funding crunch shrinks cheques, cuts valuationsThe squeeze in late-stage funding remains prevalent in India, showing no signs of reversing. Late-stage startup funding fell 38% year-on-ye...
08 Sep, 2026, 02.00 PM IST
French AI company Mistral hits $24 billion valuation in funding roundMistral said that the round was jointly led by existing investor PSG Equity, along with South Korea's Samsung Electronics and the EU-backed...
08 Sep, 2026, 11.50 AM IST
ETMarkets Smart Talk | India could start looking attractive on FY28 earnings in six months: Nitin Raheja, Julius Baer IndiaWhile the Nifty 50 is currently trading around its long-term historical averages, sustained earnings growth and continued domestic inflows ...
07 Sep, 2026, 09.48 AM IST
ETMarkets Smart Talk | Nifty at 20.5x is not expensive; smallcaps are where valuations worry us: Pradeep GuptaWith the Nifty trading at around 20.5 times earnings — nearly 12% below its 10-year average — Gupta argues that the broader market is not e...
04 Sep, 2026, 09.02 AM IST
Rising Treasury yields emerge as key risk to Wall Street’s record rallyInvestors in the US stock market are monitoring Treasury yields closely, aware that they may hinder any potential rally. The benchmark ten-...
03 Sep, 2026, 12.47 PM IST