India could see rebound in investor interest when AI-led rally slows: S NarenGiven the current market dynamics, investors are encouraged to reassess their asset allocation strategies. The evolving US AI landscape com...
05 Oct, 2026, 06.31 AM IST
ETMarkets Smart Talk| ‘Desi to Videsi’: How GIFT City is changing the way Indians invest globally — Mustafa PardiwalaGIFT City is emerging as a gateway for Indian investors seeking global diversification, offering access to US stocks, ETFs and sectors such...
02 Oct, 2026, 12.06 PM IST
Nifty valuations near post-Covid lows. Alchemy Capital’s Alok Agarwal explains what investors should buy nowNifty valuations have reset sharply from 2024 levels and are now near post-Covid lows, says Alchemy Capital’s Alok Agarwal. He sees the nex...
02 Oct, 2026, 11.22 AM IST
ETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati KhemaniSwati Khemani, Founder & CEO of Carnelian Asset Management & Advisors, believes de-rating is the “other side of alpha” and one of the most ...
28 Sep, 2026, 09.29 AM IST
Gorilla investing and 34% return: How Mihir Vora made Trust Smallcap Fund top performerTrust Smallcap Fund has emerged as the best performing fund in its category over the past year, delivering a 34% return as investors reasse...
16 Sep, 2026, 09.31 AM IST
Fed hike, rising US Yields could trigger fresh selloff in Indian stocksThe Federal Reserve's potential rate hike looms over global markets. US 10-year sovereign yields nearing five percent pose a significant ch...
15 Sep, 2026, 06.44 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
Quote of the day by Daniel Kahneman: "When deciding to sell, people have control over whether to give themselves pleasure or give themselves pain, and they tend to give themselves pleasure. In other words, they tend to sell winners and hang on to losers. It turns out to be a bad idea."Daniel Kahneman’s behavioural economics insights explain why investors often sell winning stocks too early while holding losing investments...
10 Sep, 2026, 04.33 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
Should you worry about your mutual fund cash levels? Know why funds keep it and when it can be an alarmCutting through money jargon, one topic at a time. This week Abhinav Kaul explains why funds sit on cash, what it costs you, and when it sh...
07 Sep, 2026, 11.02 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
The most expensive half-sentence in market history, and Warren Buffett wrote the other halfHe wrote it as a caution. Somebody published just one half of it. A great many investors acted on the half they were shown. Warren Buffett ...
27 Aug, 2026, 11.08 PM IST
Global Market: Unitree’s 45% share slump raises bubble concerns after blockbuster Shanghai debutUnitree shares have plunged 45% since their blockbuster Shanghai debut, raising concerns over speculative excess and retail investor risks....
25 Aug, 2026, 10.03 AM IST
FPI return to India may be tactical, not structural yet: HSBC MF’s Venugopal ManghatForeign investors are cautiously returning to Indian equities, but a durable FPI reallocation remains unconfirmed. HSBC Mutual Fund’s Venug...
22 Aug, 2026, 10.25 AM IST
Japan’s yen lesson for India: Don’t fight the currency marketIndia should focus on economic fundamentals and allow the rupee to be largely market-driven. The RBI has some flexibility during a financia...
18 Aug, 2026, 11.18 PM IST
NFO Insight: ITI Multi Asset Allocation Fund opens for subscription. Should investors buy amid 22% drop in category inflows?The ITI Multi Asset Allocation Fund has launched its subscription phase, presenting an option for diversified investments. However, this fu...
17 Aug, 2026, 10.25 AM IST
Despite current upsurge stock market not overvalued, could rise 10% by year end: Experts' surveyThough the Nifty is trading close to its all-time high level, most experts feel markets are not overvalued and could rise by 10-15% by the ...
27 Mar, 2017, 06.30 AM IST