Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...
03 Jun, 2026, 12.29 PM IST
20 months of bearish markets: One additional letter that tells you which 'cheap' stocks are actually cheapMost investors live by one ratio. That ratio that tells them all they want to know – or should one say all they want to hear? They open a s...
31 May, 2026, 07.56 AM IST
Bond won't help this time: Why RBI should hike interest rate, instead of unleashing forex mobilisation schemes as in the pastReserve Bank of India's past emergency tools for raising foreign currency are no longer effective. Global interest rates have changed the f...
27 May, 2026, 12.21 AM IST
Red alert: 15 stocks most vulnerable to FII selling as DIIs refuse to step inForeign institutional investors have divested approximately $53 billion from Indian equities since September 2024, leading to significant o...
18 May, 2026, 09.35 AM IST
Is your portfolio FII-proof? 7 stocks Jefferies says can defy the $53 billion foreign selloffForeign investors have divested $53 billion from Indian equities since late 2024, leading to underperformance against emerging markets. Dom...
14 May, 2026, 03.54 PM IST
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...
12 May, 2026, 06.42 PM IST
Are metals turning defensive? 5-year returns rival, even beat traditional safe havensMetal stocks are outperforming defensive sectors, delivering strong returns driven by structural demand shifts and supply constraints. Fact...
28 Apr, 2026, 10.34 AM IST
Smallcap mutual funds lead rally with 10% gains in 1 month. A short-term bounce or start of a sustained rally?Small-cap mutual funds have surged, delivering double-digit returns in the past month, outperforming mid and large caps. Experts caution th...
21 Apr, 2026, 11.11 AM IST
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...
21 Apr, 2026, 09.02 AM IST
Smallcap stocks skyrocket up to 79% after crash. Is this breakout rally or bull trap?Indian smallcap stocks have surged dramatically in April, with some gaining up to 79%. The Nifty Smallcap 250 has outperformed the Nifty50,...
20 Apr, 2026, 08.59 AM IST
Consistent inflows in weak markets reflects investor maturity, says V Srivatsa, UTI AMCDespite sustained FII selling, strong domestic mutual fund inflows are helping stabilise markets, reflecting a structural shift in investor...
17 Apr, 2026, 10.02 AM IST
BSE loses ‘cheap’ tag post 80% rally in one year. Can Q4 performance, NSE IPO drive rerating?Shares of BSE have surged nearly 80% in a year, backed by strong derivatives growth and operating leverage. Experts see Q4 earnings and the...
13 Apr, 2026, 10.00 AM IST
Why India’s AMC business could be entering a long growth phase? Aditya Kondawar explainsICICI Prudential AMC's listing sparks debate on valuation premiums over HDFC AMC, with both managing similar assets. While ICICI Prudential...
19 Dec, 2025, 01.59 PM IST
AMC stocks soar on record inflows, but analysts warn of overvaluation risksAsset management companies have seen significant stock gains this year, fueled by record inflows and expectations of relaxed regulations. H...
29 Aug, 2025, 05.27 AM IST
HDFC Group companies losing edge on the Street amid growth bumpsHDFC Group stocks, once Dalal Street's darlings, are reeling under investor apathy as unrelenting foreign fund selling, premium valuations ...
03 Mar, 2022, 06.31 AM IST
Aditya Birla AMC may not see big listing gainsAditya Birla Sun Life Asset Management Company could list at a 4-5% above its IPO price of ₹712 per share if its premium in the unofficial ...
07 Oct, 2021, 06.29 AM IST
HDFC AMC IPO to kick off on Wednesday: What MD Barve, brokerages say on issueThe two partners -- HDFC and Standard Life -- look to sell a total of 12.01 per cent stake.
24 Jul, 2018, 06.18 PM IST