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Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarStock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to ...
ETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debateOpenAI and Anthropic are reportedly commanding valuations that translate into roughly 30-38 times price-to-sales, compared with around 3.7 ...
ETMarkets Smart Talk| F&O STT, UPI charges and trading costs: Sandeep Neema on the hidden drag on retail returnsIn this segment of ETMarkets Smart Talk, we speak with Sandeep Neema, Director and Fund Manager at PL Asset Management, about the real risk...
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...
Sebi weighs lower margins for longer-term derivatives as F&O losses stay high: Tuhin Kanta PandeySebi Chairman Tuhin Kanta Pandey said the regulator is examining whether margin requirements can be lowered for longer-term derivatives con...
UBS upgrades Bajaj Finance shares, LT Finance as it sees NBFCs better placed than banks. Here’s whyUBS upgraded Bajaj Finance to Neutral and L&T Finance to Buy, citing improving asset quality and a revival in unsecured lending. The broker...
RBI warns banks against a loan price warIn situations where banks are inundated with liquidity, the natural tendency among many lenders is to push loans and go down the credit mat...
FIIs pull out ₹6,200 crore from financials but CIOs say banks could be India’s next big largecap tradeRecent trends show foreign investors exiting financial services, leading to notable outflows. In contrast, mutual fund chief investment off...
Bank of India MF CIO Alok Singh sees banks poised for a re-rating. Here’s what could trigger itBank of India Mutual Fund CIO Alok Singh sees scope for banks to re-rate as low NPAs, healthy returns and loan growth support fundamentals....
Private sector investment key for Viksit Bharat: DEA secretaryPrivate sector financing is crucial for India's ambitious Viksit Bharat vision. Government budgets alone cannot meet the scale of transform...
Small and midcap trade at up to 50% premium, says Bajaj Life CIO. Why largecaps look better nowAfter years of outperformance by the broader market, Ravuri says largecaps now offer better valuation comfort, earnings visibility and room...
$46 billion IPO: NSE is the world’s most expensive stock exchange. Can it also become the most valuable?NSE’s Rs 22,569-crore IPO has opened for subscription, valuing India’s largest stock exchange at nearly $46 billion at the upper price band...
India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...
China's car glut has long flooded the world. Now comes the cleanupChina's auto industry faces a major reset as production exceeds domestic demand significantly. Toyota's planned joint venture consolidation...
Hospitals seek new pricing rules as Maharashtra FDA flags high markupsThe healthcare industry seeks a differentiated framework for medical device pricing reviews. Hospitals incur significant costs beyond procu...
India's $40.8 billion Russian crude imports put it in Trump's 100% tariff line of fireThe US is considering imposing tariffs on significant purchasers of Russian energy, which puts India's considerable imports of Russian crud...
NSE IPO faces traffic jam: Will 10 other issues dent demand for 2026’s biggest offer?NSE IPO News: NSE’s Rs 22,562 crore IPO is entering a crowded primary market week alongside 10 other public issues. Analysts expect the exc...
Tonight's US Fed rate decision will cast a long shadow over IndiaFederal Reserve Rate Impact on India: Federal Reserve rate hike is set to intensify pressure on India’s rupee, bond yields, inflation and m...
Indian agrochemical firms may benefit from volume recovery, but weak pricing, competition could pressure margins: ReportGlobal agrochemical markets face ongoing pressure from weak farmer economics and intense competition. Channel inventories have largely retu...
American Eagle shares slump on flat margin outlook, weakness in namesake brandAmerican Eagle experienced a significant drop in shares, attributing the decline to a forecast of stagnant gross margins for the upcoming q...