Will India’s power sector shine in 2023?On the installed capacity generation basis Fossil Fuel based generation forms 58% & non-fossil fuel-based generation forms 42%. India’s Nat...
27 Dec, 2022, 11.07 AM IST
ETMarkets Smart Talk: Infrastructure, agriculture, and capital goods could see positive momentum ahead of Budget"India's industrial production contracted by 4% in October, and IMF had projected a GDP growth of 6.8% for India. In the next 12-15 months ...
27 Dec, 2022, 09.09 AM IST
Trend Spotting: Outsized returns await smallcaps in 2023, shows 15-year dataData analysis of the past 15 years suggests that BSE smallcap index has given negative returns in only five instances since 2007. But in th...
23 Dec, 2022, 10.42 AM IST
2023 holds out to be a reasonably good year for fixed income investors: Lakshmi Iyer“I think the biggest headwind that still remains is that of inflation. We do not really think that the entire inflation piece, even if we e...
23 Dec, 2022, 09.46 AM IST
What Indian investors should expect from global markets in 2023One must understand that while inflation will always push asset prices higher, this period of high inflation is cyclical. Your portfolio ma...
22 Dec, 2022, 12.55 PM IST
2023: A new year, a new regime with trifecta of central bank pause, profit recession & rate cutsFinancial markets may have integrated the bulk of the future hikes, but the level of the Federal Reserve’s terminal rate and quantitative t...
22 Dec, 2022, 11.39 AM IST
Double bonanza for Dalal Street in 2023! FIIs & DIIs seen partying togetherRussia’s invasion of Ukraine, spiralling commodity prices that pushed inflation to multi-decades high in developed economies like the US an...
21 Dec, 2022, 11.54 AM IST
Mihir Vora on what to look out for in 2023 & what to expect in the Budget“Starting from now till say the next six months, there is a good chance to build a fixed income portfolio also because I do not think you w...
21 Dec, 2022, 09.57 AM IST
Desi investors flock for US megacaps in 2022; Twitter-cryptos emerge as sub themesExperts believe that exposure to and awareness of the US market investing from India was in its infancy, before the pandemic. Desi investor...
20 Dec, 2022, 01.17 PM IST
2023 will be a much more volatile year & tougher to make returns. Deepak Shenoy explains why“Every theme gets its year, IT got last year and value got this year. It could be momentum or growth next year but I do feel the problem is...
20 Dec, 2022, 09.21 AM IST
After early shock in 2023, things will improve in H2 and EMs shine: Rob Subbaraman, Nomura“On the growth outlook, we think it is going to get a bit more challenging for India. The best is kind of over in terms of growth and we ar...
16 Dec, 2022, 01.07 PM IST
Nilesh Shah’s Mughal-e-Azam analogy: Stocks playing Anarkali on D-Street this yearThe volatility in equities and other asset classes seen in 2022 was primarily driven by inflation which forced central banks, particularly ...
16 Dec, 2022, 12.53 PM IST
For next 20 years, India will continue to surprise on the upside; FII inflows can touch $200 bn: Ajit Dayal“Today we talk about $20 billion-$30 billion coming in. It can be $150 to $200 billion per annum because if you think about the pool of cap...
14 Dec, 2022, 04.32 PM IST
Will 2023 be another blockbuster year for D-Street? Market mavens are dividedThere are positive factors favouring India, such as relatively benign inflation compared to world economies, strong domestic growth, robust...
08 Dec, 2022, 11.39 AM IST
Stocks for 2023: Godrej Consumer & ITC could give 12-17% returns. Here’s whyThe entire commodity cost basket, on average, showed slight signs of moderation. The downward momentum in crude and crude derivatives and p...
08 Dec, 2022, 11.19 AM IST
Bhopal, Surat, Udaipur to be India's first smart citiesOf the 100 cities, the seven have taken a lead with most projects completed. Bhopal has completed 92% projects, Surat 82.44%, Udaipur 78%, ...
04 May, 2022, 08.51 AM IST
Key takeaways from Warren Buffett’s annual letter to shareholdersWarren Buffett on Saturday published his annual letter to shareholders of Berkshire Hathaway.
24 Feb, 2018, 07.57 PM IST