In the latest episode of ETMarkets Smart Talk, Sachin Shah, ED and Fund Manager at Emkay Investment Managers, shared his insights on India’s market outlook and sectoral opportunities. Despite a year of consolidation in the markets, Shah highlighted that domestic consumption and manufacturing are set to be the driving themes over the next five to … Read more
As the Indian earnings season gears up, market experts are keeping a close eye on private banks, consumption plays, metals, and the IT sector, with expectations of gradual growth acceleration in the coming quarters. “Banking clearly, the private banks is far more structural story. I mean, they can continue to grow at a pace higher … Read more
The police booked Vedan and others after seizing 6 grams of suspected ganja from the flat at Vyttila where they had reportedly gathered to prepare for a music show. File | Photo Credit: The Hindu The Hill Palace police at Thripunithura have filed a charge sheet in the case related to the seizure of suspected … Read more
Markets are moving into an interesting phase, with valuations turning more reasonable and earnings expectations set to improve, according to Anshul Saigal. In an exclusive conversation with ET Now, Saigal, Founder, Saigal Capital highlighted how the macro setup, regulatory changes, and sectoral shifts are creating opportunities for investors. Reflecting on the current setup, he said: … Read more
JM Financial has launched its India Model Portfolio with a bullish stance on banks, infrastructure, and domestic demand plays, while staying cautious on expensive mid-cap and small-cap stocks and export-oriented sectors. The brokerage said it is overweight on banks, real estate, telecom, infrastructure, defence and oil & gas. The model portfolio marks a key shift … Read more
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More than 130 people used the UK’s first drug consumption clinic in the facility’s first week. The Safer Drugs Consumption Facility in Glasgow opened on 13 January, letting people take substances under supervision. Cllr Allan Casey, the city convener for addiction services, said it had been an “intense first week” for staff, with 131 users. … Read more
Union Budget 2025: Amid the calls for tax relief to common taxpayers by relaxing the tax slabs in the upcoming Budget, finance analyst and Wisdom Hatch founder Akshat Shrivastava stated that the government should consider offering significant tax relief to middle-class taxpayers to boost the economy. Highlighting the current world situation vis-a-vis India, Shrivastava noted … Read more
BBC The new drugs consumption room in the Calton area of Glasgow is called The Thistle Welcome to the Thistle – the UK’s first and only drug consumption room. After nearly a decade of deadlock and wrangling over drug laws the centre is finally ready to open. On Monday it will welcome its first clients … Read more
“When we look at their growth and add it up, I believe consumer demand is still growing. Consumption patterns are shifting—some categories are mature, while others are emerging. This growth is fueled by aspirational India, and as investors, we need to identify those emerging categories and opportunities,” says Nilesh Shah, Envision Capital. ET Now: It … Read more