In this edition of ETMarkets Smart Talk, we speak with Darshan Engineer, Fund Manager – PMS at Sundaram Alternate Assets, to decode the evolving market landscape as earnings season progresses. With more than half of Nifty50 companies having reported their numbers, early trends suggest that the earnings cycle may be approaching its trough, with expectations … Read more
The market movement this past week can be explained quite clearly if you look at the flows. Market expert Sunil Subramaniam in an interview to ET Now said that domestic institutional investors (DIIs) have remained consistent buyers, even during the volatility. The pressure has come entirely from foreign institutional investors (FIIs), whose selling has intensified … Read more
Dinshaw Irani, CEO, Helios Mutual Fund, discusses portfolio adjustments. Focus shifts to EV two-wheeler companies, with a new addition coming soon. He remains cautious on passenger vehicles and negative on IT due to US uncertainty and AI impact. FMCG is avoided due to growth concerns. The hospitality sector is favoured, anticipating increased domestic tourism driven … Read more
Sushant Bhansali, Ambit Asset Management, says despite short-term challenges, the FMCG and consumer discretionary sectors stand to benefit from upcoming GST cuts, especially rural-focused companies. While short-term flows into defence may be limited due to government finances, the long-term growth story remains intact. Market entry is favorable now, supported by festive season demand and improving … Read more
Gautam Duggad, Head Of Research, Director – Institutional Equities at Motilal Oswal Financial Services, says stock markets are reacting maturely to tariff impacts, with major sectors like financials and IT remaining relatively stable. Earnings growth is expected to be driven by domestic economic factors and a shift towards consumption-focused policies. While large sectors face limited … Read more
“For now, we expect the market to remain in a narrow range. It has become more stock-specific. Clearly, companies that report better-than-expected earnings are being rewarded, while those that disappoint are getting punished. We’re now in a phase where macro factors are subdued, and it’s the micro factors that will drive the markets from here,” … Read more
“We remain bullish on consumer discretionary because ek lakh crore ka tax rebate has come into play and that is recurring every. Thereafter, there is EMI burden reduction, thanks to 1% interest rate reduction, and finally somewhere towards 2027 beginning we should see 8th pay commission coming into play putting money in the pockets of … Read more
The DSP Mutual Fund recently introduced the DSP Nifty Private Bank Index Fund, an open-ended scheme that tracks the Nifty Private Bank Index. This fund offers investors a targeted approach to the private banking sector in India. The NFO will be available from February 14, 2025, to February 28, 2025. Investors have the option to … Read more
“I think there is a possibility that some of the FPIs reallocate part of portfolio allocations to China. However, any such decision is expected to be more tactical and not structural,” says Sachin Bajaj, EVP & Chief Investment Officer, Max Life Insurance. In an interview with ETMarkets, Bajaj said: “We are favorably positioned on the … Read more
ET Intelligence Group: Foreign investors are increasingly favouring India’s discretionary consumption and capital expenditure sectors, ramping up equity allocations in Asia’s third-largest economy following a brief pause. The capital goods sector saw the largest increase in weightage among major sectors, contributing 131 basis points to reach 5.71%. The auto sector’s portfolio weight rose by 115 … Read more