ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex playsAxis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows...
15 Aug, 2026, 08.34 PM IST
FMCG’s FII nightmare! $5.2 billion selloff in 12 straight months. Are stocks set for a rebound?Over the past year, foreign investors have unloaded $5.2 billion worth of FMCG stocks, largely due to the challenges stemming from inflated...
12 Aug, 2026, 01.18 PM IST
Market overreactions create opportunities, says Bajaj AMC MD Ganesh Mohan; explains whyA prolonged consolidation in Indian equities has tested investors’ patience. But Bajaj Asset Management’s Managing Director Ganesh Mohan te...
10 Aug, 2026, 12.05 PM IST
ETMarkets Smart Talk | Financialisation of savings could be India's biggest wealth creator over the next decade: Prashasta SethIn an interaction with Kshitij Anand of ETMarkets for Smart Talk series, Seth explains why the steady shift from physical assets to financi...
04 Aug, 2026, 07.42 AM IST
AI bigger risk to IT workers than companies, says Marcellus’ Pramod GubbiArtificial intelligence may reduce Indian IT sector employment before impacting companies. Valuations are less compelling now after recent ...
22 Jul, 2026, 09.00 AM IST
All party meeting: DMK seeks safeguards and clarity, not confrontation on delimitationAt the all-party meeting ahead of the Monsoon Session on Sunday, the party sought a "clear formula" from the Centre on implementing the Con...
20 Jul, 2026, 12.25 AM IST
'Revenge tactic to secure two-thirds majority': Jairam Ramesh slams Centre over potential Delimitation BillCongress leader Jairam Ramesh criticized the government's potential Delimitation Bill introduction. He alleged the move aims to secure a tw...
17 Jul, 2026, 01.04 PM IST
10-year bond yield may trade in 6.60-6.90% range over the next month: PGIM India MF's Puneet PalPGIM India's Puneet Pal expects the 10-year bond yield to trade between 6.60-6.90% over the next month, citing global rate hikes and a defi...
15 Jul, 2026, 01.03 PM IST
Index returns likely to be slightly above long-term averages over next 2 years: Mirae Asset CIO Neelesh Surana on market outlook, fund strategiesMirae Asset Investment Managers (India)’s equity funds have experienced a period of underperformance—the first major blip since inception i...
13 Jul, 2026, 11.57 AM IST
India Inc's revenue growth to hit 2-year high of 11-11.5% in Q1 despite Iran war: CrisilIndia Inc's revenue is estimated to have grown 11-11.5% year-on-year in Q1FY27, marking the fastest pace in eight quarters, according to Cr...
09 Jul, 2026, 02.36 PM IST
Beer industry sees near double-digit growth but margins under pressure: UBL MD & CEOThe Indian beer sector is witnessing impressive growth, propelled by reformative state initiatives and seasonal weather advantages. However...
08 Jul, 2026, 02.15 PM IST
Cost pressure to keep Q1 profit growth muted for Nifty 50 companiesNifty 50 companies anticipate double-digit revenue growth for the June 2026 quarter. Profit growth is projected to remain in single digits ...
08 Jul, 2026, 05.40 AM IST
Ahead of Market: 10 things that will decide stock market action on TuesdayIndian markets extended gains for a fourth straight session as Sensex jumped 521 points and Nifty closed above 24,430. Improved monsoon pro...
06 Jul, 2026, 10.20 PM IST
Monthly average rainfall over India expected to be below normal in July: IMDIndia faces a below-normal rainfall forecast for July, with the national average expected at 94% of the long-period average. This follows a...
01 Jul, 2026, 11.13 PM IST
Industrial output outlook hinges on monsoon progress; coal stocks, exports may cushion weather risks: ReportAdverse weather could impact mining, but higher coal stocks and improved petroleum exports are expected to cushion the blow, supporting man...
01 Jul, 2026, 11.01 AM IST
Below-normal monsoon won't derail rural demand, says Nomura's Mihir ShahDespite fears of a weaker monsoon, Nomura's Mihir Shah anticipates muted impact on rural demand due to healthy reservoir levels and improve...
30 Jun, 2026, 04.02 PM IST
Delayed monsoon may weigh on auto demand, but long-term outlook stays strong: Aditya ShahA delayed monsoon poses a temporary challenge to rural auto demand, particularly for tractors and two-wheelers, but the sector's long-term ...
30 Jun, 2026, 10.47 AM IST