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ETMARKETS WORLD VIEW
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
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 ...
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...
Gold sitting idle in lockers? Why experts want Indians to monetise their yellow metal nowAs gold prices rally and India seeks to curb imports, financial experts are urging investors to rethink how they own the precious metal. Ad...
ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
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...
Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
ETMarkets Smart Talk | India expensive, Taiwan & Korea offer value: Nikhil Advani on global investingIndian equities face rich valuations, prompting investors to look globally. Nikhil Advani of LGT Wealth India highlights opportunities in e...
ETMarkets Smart Talk | Financials, industrials, healthcare top picks for FY27: Nimesh ChandanDespite geopolitical tensions and rising oil prices, Nimesh Chandan of Bajaj Finserv AMC believes India's structural economic story remains...
ETMarkets Smart Talk | AI boom driving Indian family offices to global markets; US offers richer playbook: Amit GoelIndian family offices are increasingly looking beyond domestic markets as the global AI boom reshapes investment strategies. Limited pure-p...
ETMarkets Smart Talk| Financials, consumer discretionary, metals to drive FY27 growth: Rahul BhuskuteDespite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities rema...
ETMarkets Smart Talk | FII comeback will be key trigger for next rally in Indian markets: Saibal GhoshForeign investor inflows are expected to fuel the next market surge. India's long-term growth story remains strong despite recent volatilit...
India's entry into JPMorgan Bond Index set to benefit real estate & manufacturing: Abhishek BanerjeeAnalyzing India's economic shifts from surplus to GDP growth projections, Abhishek Banerjee says the focus lies on potential impacts on exp...
Kajaria Ceramics, Abbott India among 6 stocks with RSI trending downOn November 15, Wednesday, StockEdge sounded the alarm with over 6 stocks witnessing a downtrend in their Relative Strength Index (RSI). ET...
Suzlon Energy, Quess Corp among 5 overbought stocks with RSI above 70On November 15, Wednesday, StockEdge revealed that a staggering 50 stocks were treading in overbought waters. ETMarkets drills down to unco...
TCS, Tata Steel among 5 Nifty stocks with golden crossover patternOn November 15, Wednesday, Trendlyne highlighted a significant market trend – the Golden Crossover – across over 40 Nifty stocks. ETMarkets...
Mid & Smallcap stocks can outperform but largecaps should form majority of portfolio: Dipen ShahFor the markets to sustain at current levels and move up on the valuations, we need strong earnings growth to come through in the remaining...
No point being a permabull, bull markets are often based on frauds: Shankar SharmaSharma makes a no-holds barred assessment of India's 25-year-long reform journey and the shortcomings of the policies pursued during this p...
Sensex can multiply over 20 times in the next 25 years of reforms in India, says Motilal Oswal"Much has changed in the last 25 years for the average Indian. The Indian economy has transformed and living in India is starkly different ...