Over the last few months, Indian markets have witnessed a series of extraordinary developments leading to shocking data points which under normal circumstances, would only surface during periods of deep macro stress. Yet today, they are unfolding in a macro environment that is fundamentally robust and resilient. This piece attempts to find the underlying drivers … Read more
FII sentiment toward India is showing signs of revival, says Alok Agarwal, Head – Quant and Fund Manager at Alchemy Capital Management. With macro stability, easing global uncertainties, and improving earnings visibility, Agarwal believes the “wall of worry” for Indian markets has now shrunk to a “low fence,” setting the stage for renewed foreign inflows. … Read more
Foreign institutional investors (FIIs) have turned cautious on Indian equities, with recent outflows finding their way into markets like Korea, Taiwan and Japan. Yet, domestic institutional investors (DIIs) have stepped in as steady buyers, supported by strong retail and SIP inflows. In an exclusive conversation with ETMarkets Smart Talk, Dr. Poonam Tandon, CIO at IndiaFirst … Read more
Sonam Srivastava, Smallcase Manager & Founder of Wright Research, shares how investors can mark Independence Day by aligning their portfolios with India’s self-reliance vision. From defence to renewables, she outlines sectors powering Aatmanirbhar Bharat — and simple, disciplined steps to build financial freedom without compromising on diversification or prudence. Edited excerpts from a chat: From … Read more
In an exclusive interaction with ETMarkets Smart Talk, Swati Khemani, Founder & CEO of Carnelian Asset Management and Advisors, shared her optimistic outlook on the Indian equity markets. Despite recent bouts of volatility and global uncertainty, she believes India remains one of the most compelling long-term investment stories globally. Backed by solid macro fundamentals, rising … Read more
“With their kind of truce with China for 90 days, with very reasonable tariffs on both the sides augurs definitely well for US economy and the global economy as well,” says Sudip Bandyopadhyay, Group Chairman, Inditrade Capital.Let us talk about the markets because a lot has transpired over the last one week or so. You … Read more
“I think going ahead even they have plans to come up with an IPO for the sole reason that they may want to move towards inventory based model because the quick commerce business is very different versus the e-commerce,” says Karan Taurani, Sr VP, Elara Securities. I just wanted to understand what is the significance … Read more
“Some of the auto companies, although the run up there might not be that significant, some of the leading private sector banks, so this is the third segment, which you can look at. In addition to it other spaces, for example, you can look at hospital which is absolutely insulated, pure play domestic,” says Amnish … Read more
“I would say that maybe the worst is over unless there is additional bad news and certainly, investors should raise their exposure to equities,” says Dipan Mehta, Director, Elixir Equities. When everybody was, in a sense, worried about FII flows, what will happen to Donald Trump, what will happen to dollar index, markets have bottomed … Read more
“Small & midcaps” are a “buy-on-dips” play, not a “buy-now” bet. Valuations are improving, but momentum hasn’t turned. Accumulate via SIPs & defensives, keeping 20–30% liquidity for better opportunities in 2Q/3Q 2025,” says Asutosh Mishra, Head – Institutional Equities Research, Ashika Stock Broking. In an interview with ETMarkets, Mishra said: “Metals and autos are the … Read more